Other · DOL Form 5500 · 2022

Menno Haven, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
548
Participants Below avg headcount
73rd
Percentile by assets National rank
$27,312
Avg per participant Low balance/head
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Official DOL plan name: Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. · Sponsored by Menno Haven, Inc. · Pennsylvania · Healthcare & Social Assistance

$15M in assets, 548 participants

Menno Haven, Inc.'s Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. reported $15M in total assets and 548 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,446 in Healthcare & Social Assistance (20,060 peers)

Menno Haven, Inc. multi-year trail

Menno Haven, Inc.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. at $15M / 548 participants.

#15,446
in Healthcare & Social Assistance (20,060 peers)
-18.6%
assets change YoY

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.

Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc.'s outsized position by total assets

Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. vs every filed plan by assets

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

$14,967,075 Top 27% higher than 73% 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

Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. 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. Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. sits mid-pack in the medium band (548 participants).

Form 5500 schedule snapshot

Filing strip 236276101 · Menno Haven, Inc. PY 2022 · Other

Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. · $15M · 548 · 73rd

  • NET $15M
  • BOOK 548
  • VS-ST 73rd
  • BOY Other
  • SCH near Kents Hill School Defined Contribution Retirement Plan
  • EBSA ind #15446

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 Pennsylvania →

Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. in the asset neighbourhood

Churchill Center and School for Learning Disabilities 403(b) PlanChurchill Center and School …$15MReinhardt University 403(b) Retirement PlanReinhardt University 403(b) …$15MTax Sheltered Annuity Retirement Plan of Menno Haven, Inc.Tax Sheltered Annuity Retire…$15MKents Hill School Defined Contribution Retirement PlanKents Hill School Defined Co…$15MSayre School 403(b) DC Plan$15M
End-of-year total assets ($M) among Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Menno Haven, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$20M 31.353561066541058% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $19.7M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 548 $15M
2023 1 551 $17M
2024 1 721 $20M

Menno Haven, Inc. filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN236276101
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc., Total assets ($B): 0.014967075 · Participants: 548Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc.The University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. side-by-side with 3 peers →

Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc.'s out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Kents Hill School Defined Contribution Retirement Plan in ME ($15M); by covered participants it is Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in MO (549 participants). Same-state nearby plans are listed separately above.

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 Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. assets move in 2022? ▼
Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. declined sharply - down 18.6% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Menno Haven, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Menno Haven, Inc.'s sponsor-wide assets grew 31.4%, from $15M to $20M.
Which Other plans are similar in size to Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc.? ▼
Among Other plans in other states, the closest by assets is Kents Hill School Defined Contribution Retirement Plan in ME ($15M, 85 participants).
Which Other plans cover a similar participant headcount to Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in MO (549 participants, $61M 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 236276101.

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.