401(k) · DOL Form 5500 · 2022

The Haverford Trust Company 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
118
Participants Small participant base
86th
Percentile by assets National rank
$333,324
Avg per participant High balance/head
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Official DOL plan name: The Haverford Trust Company 401(k) Plan · Sponsored by The Haverford Trust Company · Pennsylvania · Finance & Insurance

$39M in assets, 118 participants

The Haverford Trust Company's The Haverford Trust Company 401(k) Plan reported $39M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,164 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

The Haverford Trust Company 401(k) Plan covers 118 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $39M.

#7,164
in Finance & Insurance (9,261 peers)
-9.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Haverford Trust Company 401(k) Plan's outsized position by total assets

The Haverford Trust Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$39,332,181 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Haverford Trust Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Haverford Trust Company 401(k) Plan sits mid-pack in the medium band (118 participants).

Published 5500 schedule card

Filing strip 232329854 · The Haverford Trust Company PY 2022 · 401(k)

The Haverford Trust Company 401(k) Plan · $39M · 118 · 86th

  • PART $39M
  • TYPE 118
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Insurance Resources International, Inc. 401(k) Plan
  • BOY ind #7164

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Pennsylvania →

The Haverford Trust Company 401(k) Plan in the asset neighbourhood

Anesthesia West, P.C. 401(k) PlanAnesthesia West, P.C. 401(k)…$39MThe Haverford Trust Company 401(k) PlanThe Haverford Trust Company …$39MInsurance Resources International, Inc. 401(k) PlanInsurance Resources Internat…$39MCity Bank 401(k) Plan$39MArhaus, LLC 401(k) Plan$39M
End-of-year total assets ($M) among The Haverford Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$39M
Net Income-$4M
Employer EIN232329854
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Haverford Trust Company)

Sponsor-wide plan assets over time

All The Haverford Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$59M 50.217309332528494% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.3M $59.1M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 118 $39M
2023 1 128 $50M
2024 1 135 $59M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Haverford Trust Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Haverford Trust Company 401(k) Plan, Total assets ($B): 0.039332181 · Participants: 118The Haverford Trust Company 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
The Haverford Trust Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Haverford Trust Company 401(k) Plan side-by-side with 3 peers →

The Haverford Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Insurance Resources International, Inc. 401(k) Plan in MN ($39M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Haverford Trust Company 401(k) Plan assets move in 2022? ▼
The Haverford Trust Company 401(k) Plan pulled back noticeably - down 9.6% during 2022, from $44M to $39M. Reported net income was -$4M.
How have The Haverford Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Haverford Trust Company's sponsor-wide assets grew 50.2%, from $39M to $59M.
Where does The Haverford Trust Company 401(k) Plan rank by assets among Form 5500 filers? ▼
The Haverford Trust Company 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Haverford Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insurance Resources International, Inc. 401(k) Plan in MN ($39M, 171 participants).
Which 401(k) plans cover a similar participant headcount to The Haverford Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232329854.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.