401(k) · DOL Form 5500 · 2022

Haver Analytics, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
100
Participants Small participant base
88th
Percentile by assets National rank
$502,895
Avg per participant High balance/head
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Official DOL plan name: Haver Analytics Employee Stock Ownership 401(k) Plan · Sponsored by Haver Analytics, Inc. · New York · Information & Media

$50M in assets, 100 participants

Haver Analytics, Inc.'s Haver Analytics Employee Stock Ownership 401(k) Plan reported $50M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,412 in Information & Media (2,911 peers)

Coverage in New York

Haver Analytics Employee Stock Ownership 401(k) Plan covers 100 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $50M.

#2,412
in Information & Media (2,911 peers)
-11.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haver Analytics Employee Stock Ownership 401(k) Plan's outsized position by total assets

Haver Analytics Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$50,289,473 Top 12% higher than 88% 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

Haver Analytics Employee Stock Ownership 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haver Analytics Employee Stock Ownership 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

DOL schedule card

Filing strip 132965030 · Haver Analytics, Inc. PY 2022 · 401(k)

Haver Analytics Employee Stock Ownership 401(k) Plan · $50M · 100 · 88th

  • EOY $50M
  • 5500 100
  • ASSETS 88th
  • PCT 401(k)
  • EIN near Dwyer Instruments, Inc. Profit Sharing and 401(k) Retirement Plan
  • RANK ind #2412

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 Information & Media retirement plans → · Plans in New York →

Haver Analytics Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Data Center, Inc. Savings & Retirement PlanData Center, Inc. Savings & …$50MHaver Analytics Employee Stock Ownership 401(k) PlanHaver Analytics Employee Sto…$50MDwyer Instruments, Inc. Profit Sharing and 401(k) Retirement PlanDwyer Instruments, Inc. Prof…$50MTrividia Health, Inc. Employee Flexible Compensation PlanTrividia Health, Inc. Employ…$50MArkansas Heart Hospital 401(k) PlanArkansas Heart Hospital 401(…$50M
End-of-year total assets ($M) among Haver Analytics Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$50M
Net Income-$6M
Employer EIN132965030
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haver Analytics, Inc.)

Sponsor-wide plan assets over time

All Haver Analytics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 0.9997977111432447% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $50.3M $49.8M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 100 $50M
2023 1 100 $45M
2024 1 104 $50M

Nearby 401(k) Plans in New York

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

Haver Analytics Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Haver Analytics Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.050289473 · Participants: 100Haver Analytics Employee Stock Ownership 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Haver Analytics Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Haver Analytics Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dwyer Instruments, Inc. Profit Sharing and 401(k) Retirement Plan in IN ($50M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Haver Analytics Employee Stock Ownership 401(k) Plan assets move in 2022?
Haver Analytics Employee Stock Ownership 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $57M to $50M. Reported net income was -$6M.
How have Haver Analytics, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Haver Analytics, Inc.'s sponsor-wide assets declined 1.0%, from $50M to $50M.
Where does Haver Analytics Employee Stock Ownership 401(k) Plan rank by assets among Form 5500 filers?
Haver Analytics Employee Stock Ownership 401(k) Plan ranks in the 88th 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 Haver Analytics Employee Stock Ownership 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Dwyer Instruments, Inc. Profit Sharing and 401(k) Retirement Plan in IN ($50M, 626 participants).
Which 401(k) plans cover a similar participant headcount to Haver Analytics Employee Stock Ownership 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in AZ (100 participants, $223K in assets).