401(k) · DOL Form 5500 · 2023

The Haverford Trust Company 401(k) Plan

Data updated 2026-08-11

$50M
Total assets
128
Participants
85th
Percentile by assets
$388,153
Avg per participant
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Official DOL plan name: The Haverford Trust Company 401(k) Plan · Sponsored by The Haverford Trust Company · Pennsylvania · Finance & Insurance

$50M in assets, 128 participants

The Haverford Trust Company's The Haverford Trust Company 401(k) Plan reported $50M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 127,072 plans)
  • #6,890 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

The Haverford Trust Company 401(k) Plan covers 128 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $50M.

$50M
total plan assets (2023 EOY)
128
covered participants
85th
percentile by assets (of 127,072 plans)
$388,153
avg assets per participant

Where The Haverford Trust Company 401(k) Plan sits by total assets

The Haverford Trust Company 401(k) Plan vs every filed plan by assets

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

$49,683,531 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Haverford Trust Company 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Haverford Trust Company 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • The Haverford Trust Company 401(k) Plan reported participants rose from 118 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Pennsylvania
Industry
Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Haverford Trust Company 401(k) Plan reports 128 participants - about 16% of that state average ($50M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$50M
Net Income$10M
Employer EIN232329854
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Haverford Trust Company)

$30M$40M$50M$60M$70M 202220232024 $39.3M $59.1M ▲ +50.2%
Total plan assets by year, all The Haverford Trust Company plans on file
Year Plans Participants Total Assets
2022 1 118 $39M
2023 1 128 $50M
2024 1 135 $59M

Nearby 401(k) Plans in Pennsylvania

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

The Haverford Trust Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Haverford Trust …, Total assets ($B): 0.049683531 · Participants: 128The Haverford Trust …Comcast Corporation …, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirem…, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirem…The PNC Financial Se…, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Se…The Bank of New York…, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York…
The Haverford Trust Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Haverford Trust Company 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Haverford Trust Company 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The Haverford Trust Company 401(k) Plan assets move in 2023? ▼
The Haverford Trust Company 401(k) Plan grew sharply - up 26.3% during 2023, from $39M to $50M. Reported net income was $10M.
How have The Haverford Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Haverford Trust Company's sponsor-wide assets grew 50.2%, from $39M to $59M.
Where does The Haverford Trust Company 401(k) Plan rank by assets among Form 5500 filers? ▼
The Haverford Trust Company 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Haverford Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prein&newhof, Inc. Employee Stock Ownership Plan and Trust in MI ($50M, 156 participants).

Next read for The Haverford Trust Company 401(k) Plan

Filing takeaways

Ways to act on The Haverford Trust Company 401(k) Plan's numbers.

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 232329854.

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.