401(k) · DOL Form 5500 · 2023

The Havi Group Limited Partnership 401(k) Plan

Data updated 2026-08-11

$321M
Total assets: 974
Participants: 96th
Percentile by assets: $329,807
Avg per participant

Official DOL plan name: The Havi Group Limited Partnership Profit Sharing and Savings Plan · Sponsored by The Havi Group Limited Partnership · Illinois · Wholesale Trade

$321M in assets, 974 participants

The Havi Group Limited Partnership's The Havi Group Limited Partnership Profit Sharing and Savings Plan reported $321M in total assets and 974 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#6,148 in Wholesale Trade (6,309 peers)

Where The Havi Group Limited Partnership Profit Sharing and Savings Plan sits by assets

The Havi Group Limited Partnership Profit Sharing and Savings Plan sits in the top 5% of all filed plans by assets, $321M for 974 participants (~$329,807/participant), up 22.2% in 2023.

$321M
total plan assets (2023 EOY): 974
covered participants: 96th
percentile by assets (of 127,072 plans): $329,807
avg assets per participant

Where The Havi Group Limited Partnership Profit Sharing and Savings Plan sits by total assets

The Havi Group Limited Partnership Profit Sharing and Savings Plan vs every filed plan by assets

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

$321,231,693 Top 4% higher than 96% 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

The Havi Group Limited Partnership Profit Sharing and Savings Plan reported net income rose from -$50M in the plan year 2022 filing to $58M in the plan year 2023 filing.
The Havi Group Limited Partnership Profit Sharing and Savings Plan end-of-year assets rose from $263M in the plan year 2022 filing to $321M in the plan year 2023 filing.
The Havi Group Limited Partnership Profit Sharing and Savings Plan reported participants rose from 801 in the plan year 2022 filing to 974 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Illinois

Industry

Wholesale Trade

The Havi Group Limited Partnership Profit Sharing and Savings Plan vs the 2023 asset distribution

By assets, The Havi Group Limited Partnership Profit Sharing and Savings Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$263M
Net Assets (End of Year)	$321M
Net Income	$58M
Employer EIN	363600106
Plan Effective Date	1975-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Havi Group Limited Partnership)

Total plan assets by year, all The Havi Group Limited Partnership plans on file

Year	Plans	Participants	Total Assets
2022	1	801	$263M
2023	1	974	$321M
2024	1	1,064	$360M

Nearby 401(k) Plans in Illinois

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

The Havi Group Limited Partnership Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare The Havi Group Limited Partnership Profi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Havi Group Limited Partnership Profit Sharing and Savings Plan by total assets, not by location.

Nbt Bancorp Inc. 401(k) & Employee Stock Ownership Plan (NY) $322M · 1,838
Nestle USA, Inc. Hourly Retirement Savings Plan (OH) $321M · 3,823
Crowdstrike, Inc. Retirement Trust (CA) $321M · 4,458
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan (NY) $321M · 1,329

Frequently Asked Questions

How did The Havi Group Limited Partnership Profit Sharing and Savings Plan assets move in 2023? ▼

The Havi Group Limited Partnership Profit Sharing and Savings Plan grew sharply - up 22.2% during 2023, from $263M to $321M. Reported net income was $58M.

How have The Havi Group Limited Partnership plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Havi Group Limited Partnership's sponsor-wide assets grew 36.8%, from $263M to $360M.

Where does The Havi Group Limited Partnership Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼

The Havi Group Limited Partnership Profit Sharing and Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to The Havi Group Limited Partnership Profit Sharing and Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nbt Bancorp Inc. 401(k) & Employee Stock Ownership Plan in NY ($322M, 1,838 participants).

Next read for The Havi Group Limited Partnership Profi…

Scale reading

Ways to act on The Havi Group Limited Partnership Profit Sharing and Savings Plan's numbers.

By total assets, The Havi Group Limited Partnership Profit Sharing and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
The Havi Group Limited Partnership's sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 363600106.