401(k) · DOL Form 5500 · 2023

Havlock Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$404K
Total assets Small plan by assets: 2
Participants Small participant base: 16th
Percentile by assets National rank: $202,054
Avg per participant Above avg balance/head

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Official DOL plan name: Havlock Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Havlock Enterprises, Inc. · Tennessee · Real Estate

$404K in assets, 2 participants

Havlock Enterprises, Inc.'s Havlock Enterprises, Inc. 401(k) Profit Sharing Plan reported $404K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

#1,281 in Real Estate (4,727 peers)

Havlock Enterprises, Inc. multi-year trail

Havlock Enterprises, Inc.'s plans moved -18.4% in assets from 2022 to 2024; this filing shows Havlock Enterprises, Inc. 401(k) Profit Sharing Plan at $404K / 2 participants.

#1,281
in Real Estate (4,727 peers): -19.9%
assets change YoY

The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$404,108 16th percentile higher than 16% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Havlock Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $504K in the plan year 2022 filing to -$100K in the plan year 2023 filing.
Havlock Enterprises, Inc. 401(k) Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
Havlock Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $504K in the plan year 2022 filing to $404K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 884025474 · Havlock Enterprises, Inc. PY 2023 · 401(k)

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan · $404K · 2 · 16th

IND $404K
EOY 2
5500 16th
ASSETS 401(k)
PCT near G & a Janauer, Inc. 401(k) Plan
EIN ind #1281

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 Real Estate retirement plans → · Plans in Tennessee →

End-of-year total assets ($M) among Havlock Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Havlock Enterprises, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $412K 18.38820198431267% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$504K
2023	1	2	$404K
2024	1	2	$412K

Havlock Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$504K
Net Assets (End of Year)	$404K
Net Income	-$100K
Employer EIN	884025474
Plan Effective Date	2022-09-07
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $23.9B · 127,010
Hca 401(k) Plan $21.5B · 291,649
Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
International Paper Company Salaried Savings Plan $4.6B · 12,153
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487

Compare Havlock Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is G & a Janauer, Inc. 401(k) Plan in VT ($404K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($404K here).

G & a Janauer, Inc. 401(k) Plan (VT) $404K · 2
Leo Koenig, Inc. Salary Deferral and Profit Sharing Plan (NY) $404K · 3
B4 Legacy Ventures Corp. 401(k) Profit Sharing Plan (TX) $404K · 1
Medina Singh Partners LLC 401(k) Profit Sharing Plan & Trust (CA) $404K · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Havlock Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan declined sharply - down 19.9% during 2023, from $504K to $404K. Reported net income was -$100K.

How have Havlock Enterprises, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Havlock Enterprises, Inc.'s sponsor-wide assets declined 18.4%, from $504K to $412K.

Where does Havlock Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Havlock Enterprises, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is G & a Janauer, Inc. 401(k) Plan in VT ($404K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Havlock Enterprises, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 884025474.