401(k) · DOL Form 5500 · 2023

The Havana National Bank 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
54
Participants Small participant base
59th
Percentile by assets National rank
$191,792
Avg per participant Above avg balance/head
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Official DOL plan name: The Havana National Bank 401(k) Thrift and Savings Plan & Trust · Sponsored by The Havana National Bank · Illinois · Finance & Insurance

$10M in assets, 54 participants

The Havana National Bank's The Havana National Bank 401(k) Thrift and Savings Plan & Trust reported $10M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,913 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

The Havana National Bank 401(k) Thrift and Savings Plan & Trust holds $10M for 54 participants - about $191,792 per participant, above the median plan by assets.

#3,913
in Finance & Insurance (8,869 peers)
-1.3%
assets change YoY

The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Havana National Bank 401(k) Thrift and Savings Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

The Havana National Bank 401(k) Thrift and Savings Plan & Trust vs every filed plan by assets

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

$10,356,790 Top 41% higher than 59% of 127,068 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 2023

The Havana National Bank 401(k) Thrift and Savings Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Havana National Bank 401(k) Thrift and Savings Plan & Trust is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Havana National Bank 401(k) Thrift and Savings Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to -$132K in the plan year 2023 filing.
  • The Havana National Bank 401(k) Thrift and Savings Plan & Trust reported participants rose from 49 in the plan year 2022 filing to 54 in the plan year 2023 filing.
  • The Havana National Bank 401(k) Thrift and Savings Plan & Trust end-of-year assets fell from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 370317760 · The Havana National Bank PY 2023 · 401(k)

The Havana National Bank 401(k) Thrift and Savings Plan & Trust · $10M · 54 · 59th

  • IND $10M
  • IND 54
  • IND 59th
  • IND 401(k)
  • IND near Printing,Packaging and Production Workers Union of 527-M Defined Contribution Retirement Plan
  • IND ind #3913

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 Finance & Insurance retirement plans → · Plans in Illinois →

The Havana National Bank 401(k) Thrift and Savings Plan & Trust in the asset neighbourhood

The Havana National Bank 401(k) Thrift and Savings Plan & TrustThe Havana National Bank 401…$10MPrinting,Packaging and Production Workers Union of 527-M Defined Contribution Retirement PlanPrinting,Packaging and Produ…$10MPgl 401(k) Plan$10MMidan Marketing, LLC Employees Savings TrustMidan Marketing, LLC Employe…$10MToyesco 401(k) Plan$10M
End-of-year total assets ($M) among The Havana National Bank 401(k) Thrift and Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$132K
Employer EIN370317760
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Havana National Bank)

Sponsor-wide plan assets over time

All The Havana National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.0861436575502739% vs 2022
2024 filing year
$10.3M$10.4M$10.5M$10.6M$10.7M 202220232024 $10.5M $10.6M ▲ +1.0%
Year Plans Participants Total Assets
2022 1 49 $10M
2023 1 54 $10M
2024 1 50 $11M

Nearby 401(k) Plans in Illinois

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

The Havana National Bank 401(k) Thrift and Savings Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Havana National Bank 401(k) Thrift and Savings Plan & Trust, Total assets ($B): 0.01035679 · Participants: 54The Havana National Bank 401(k) Thrift and Savings Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
The Havana National Bank 401(k) Thrift and Savings Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Havana National Bank 401(k) Thrift and Savings Plan & Trust side-by-side with 3 peers →

The Havana National Bank 401(k) Thrift and Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Printing,Packaging and Production Workers Union of 527-M Defined Contribution Retirement Plan in GA ($10M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

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 The Havana National Bank 401(k) Thrift and Savings Plan & Trust assets move in 2023? ▼
The Havana National Bank 401(k) Thrift and Savings Plan & Trust edged down modestly - down 1.3% during 2023, from $10M to $10M. Reported net income was -$132K.
How have The Havana National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Havana National Bank's sponsor-wide assets grew 1.1%, from $10M to $11M.
Which 401(k) plans are similar in size to The Havana National Bank 401(k) Thrift and Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Printing,Packaging and Production Workers Union of 527-M Defined Contribution Retirement Plan in GA ($10M, 260 participants).
Which 401(k) plans cover a similar participant headcount to The Havana National Bank 401(k) Thrift and Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 370317760.

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.