401(k) · DOL Form 5500 · 2022

Havis, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
301
Participants Below avg headcount
81st
Percentile by assets National rank
$83,561
Avg per participant Below avg balance/head
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Official DOL plan name: Havis, Inc. 401(k) Plan · Sponsored by Havis, Inc. · Pennsylvania · Manufacturing

$25M in assets, 301 participants

Havis, Inc.'s Havis, Inc. 401(k) Plan reported $25M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,929 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Havis, Inc. 401(k) Plan covers 301 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $25M.

#14,929
in Manufacturing (20,602 peers)
+5.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Havis, Inc. 401(k) Plan's outsized position by total assets

Havis, Inc. 401(k) Plan vs every filed plan by assets

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

$25,151,991 Top 19% higher than 81% 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

Havis, Inc. 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. Havis, Inc. 401(k) Plan sits mid-pack in the medium band (301 participants).

Published 5500 schedule card

Filing strip 231664329 · Havis, Inc. PY 2022 · 401(k)

Havis, Inc. 401(k) Plan · $25M · 301 · 81st

  • RANK $25M
  • PHOTO 301
  • IND 81st
  • EOY 401(k)
  • 5500 near Bogush/Wallington Plumbing 401(k) Retirement Savings Plan
  • ASSETS ind #14929

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Havis, Inc. 401(k) Plan in the asset neighbourhood

Bogush/Wallington Plumbing 401(k) Retirement Savings PlanBogush/Wallington Plumbing 4…$25MVelocityehs 401(k) Plan$25MDunavant Enterprises, Inc. Revised Profit Sharing PlanDunavant Enterprises, Inc. R…$25MHavis, Inc. 401(k) Plan$25MEdgewater Technical Associates, LLC 401(k) PlanEdgewater Technical Associat…$25M
End-of-year total assets ($M) among Havis, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN231664329
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Havis, Inc.)

Sponsor-wide plan assets over time

All Havis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 51.287812563228094% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.2M $38.1M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 301 $25M
2023 1 423 $31M
2024 1 411 $38M

Nearby 401(k) Plans in Pennsylvania

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

Havis, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Havis, Inc. 401(k) Plan, Total assets ($B): 0.025151991 · Participants: 301Havis, Inc. 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
Havis, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Havis, Inc. 401(k) Plan side-by-side with 3 peers →

Havis, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bogush/Wallington Plumbing 401(k) Retirement Savings Plan in NJ ($25M); by covered participants it is Norway Savings Bank 401(k) Plan in ME (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Havis, Inc. 401(k) Plan assets move in 2022? ▼
Havis, Inc. 401(k) Plan grew at a solid clip - up 5.9% during 2022, from $24M to $25M. Reported net income was -$5M.
How have Havis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Havis, Inc.'s sponsor-wide assets grew 51.3%, from $25M to $38M.
Where does Havis, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Havis, Inc. 401(k) Plan ranks in the 81st 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 Havis, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bogush/Wallington Plumbing 401(k) Retirement Savings Plan in NJ ($25M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Havis, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norway Savings Bank 401(k) Plan in ME (301 participants, $43M 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 231664329.

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.