401(k) · DOL Form 5500 · 2022

Hope Haven, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
649
Participants Below avg headcount
77th
Percentile by assets National rank
$30,249
Avg per participant Low balance/head
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Official DOL plan name: Hope Haven, Inc. 403(b) Retirement Plan · Sponsored by Hope Haven, Inc. · Iowa · Healthcare & Social Assistance

$20M in assets, 649 participants

Hope Haven, Inc.'s Hope Haven, Inc. 403(b) Retirement Plan reported $20M in total assets and 649 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,178 in Healthcare & Social Assistance (20,060 peers)

Where Hope Haven, Inc. 403(b) Retirement Plan sits by assets

Hope Haven, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 649 participants (~$30,249/participant), down 11.7% in 2022.

#16,178
in Healthcare & Social Assistance (20,060 peers)
-11.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hope Haven, Inc. 403(b) Retirement Plan's outsized position by total assets

Hope Haven, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$19,631,623 Top 23% higher than 77% 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

Hope Haven, Inc. 403(b) Retirement 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. Hope Haven, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (649 participants).

DOL schedule card

Filing strip 420890017 · Hope Haven, Inc. PY 2022 · 401(k)

Hope Haven, Inc. 403(b) Retirement Plan · $20M · 649 · 77th

  • EBSA $20M
  • EBSA 649
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Legal Aid Bureau, Inc. 401(k) Plan
  • EBSA ind #16178

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Hope Haven, Inc. 403(b) Retirement Plan in the asset neighbourhood

Squaxin Island Gaming Enterprises 401(k)/Profit Sharing PlanSquaxin Island Gaming Enterp…$20MHope Haven, Inc. 403(b) Retirement PlanHope Haven, Inc. 403(b) Reti…$20MLegal Aid Bureau, Inc. 401(k) PlanLegal Aid Bureau, Inc. 401(k…$20MPro Resources Retirement Savings PlanPro Resources Retirement Sav…$20MHarvard Maintenance, Inc. 401(k) Savings PlanHarvard Maintenance, Inc. 40…$20M
End-of-year total assets ($M) among Hope Haven, Inc. 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN420890017
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hope Haven, Inc.)

Sponsor-wide plan assets over time

All Hope Haven, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 33.35351845336476% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.6M $26.2M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 649 $20M
2023 1 686 $23M
2024 1 675 $26M

Nearby 401(k) Plans in Iowa

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

Hope Haven, Inc. 403(b) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Hope Haven, Inc. 403(b) Retirement Plan, Total assets ($B): 0.019631623 · Participants: 649Hope Haven, Inc. 403(b) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Hope Haven, Inc. 403(b) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hope Haven, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Hope Haven, Inc. 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Legal Aid Bureau, Inc. 401(k) Plan in MD ($20M); by covered participants it is Safety National Casualty Corporation Savings & Profit Sharing Plan in MO (649 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (649 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 Hope Haven, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Hope Haven, Inc. 403(b) Retirement Plan pulled back noticeably - down 11.7% during 2022, from $22M to $20M. Reported net income was -$3M.
How have Hope Haven, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hope Haven, Inc.'s sponsor-wide assets grew 33.4%, from $20M to $26M.
Where does Hope Haven, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Hope Haven, Inc. 403(b) Retirement Plan ranks in the 77th 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 Hope Haven, Inc. 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legal Aid Bureau, Inc. 401(k) Plan in MD ($20M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Hope Haven, Inc. 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Safety National Casualty Corporation Savings & Profit Sharing Plan in MO (649 participants, $163M 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 420890017.

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.