401(k) · DOL Form 5500 · 2023

The Haverford Trust Company 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
128
Participants Small participant base
85th
Percentile by assets National rank
$388,153
Avg per participant High balance/head
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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.

  • #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.

#6,890
in Finance & Insurance (8,869 peers)
+26.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Haverford Trust Company 401(k) Plan's outsized position 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 $2,050,000,000 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 Haverford Trust Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Haverford Trust Company 401(k) Plan sits mid-pack in the medium band (128 participants).

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 →

Published 5500 schedule card

Filing strip 232329854 · The Haverford Trust Company PY 2023 · 401(k)

The Haverford Trust Company 401(k) Plan · $50M · 128 · 85th

  • BOY $50M
  • BOY 128
  • BOY 85th
  • BOY 401(k)
  • BOY near Prein&newhof, Inc. Employee Stock Ownership Plan and Trust
  • BOY ind #6890

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 Pennsylvania →

The Haverford Trust Company 401(k) Plan in the asset neighbourhood

Rxbenefits, Inc. Retirement Savings PlanRxbenefits, Inc. Retirement …$50MThe Haverford Trust Company 401(k) PlanThe Haverford Trust Company …$50MPrein&newhof, Inc. Employee Stock Ownership Plan and TrustPrein&newhof, Inc. Employee …$50MRockpoint Group, LLC 401(k) Profit Sharing Plan and TrustRockpoint Group, LLC 401(k) …$50MConcord 401(k) Plan$50M
End-of-year total assets ($M) among The Haverford Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All The Haverford Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$59M 50.217309332528494% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.3M $59.1M ▲ +50.2%
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 ($B) Participants The Haverford Trust Company 401(k) Plan, Total assets ($B): 0.049683531 · Participants: 128The Haverford Trust Company 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
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 →

The Haverford Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Prein&newhof, Inc. Employee Stock Ownership Plan and Trust in MI ($50M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 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).
Which 401(k) plans cover a similar participant headcount to The Haverford Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 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.