401(k) · DOL Form 5500 · 2023
The Havi Group Limited Partnership 401(k) Plan
Data updated 2026-08-25
- $321M
- Total assets Above avg plan size
- 974
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $329,807
- Avg per participant High balance/head
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.
- #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.
- #6,148
- in Wholesale Trade (6,309 peers)
- +22.2%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
The Havi Group Limited Partnership Profit Sharing and Savings Plan's outsized position 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 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 Havi Group Limited Partnership Profit Sharing and Savings Plan sits mid-pack in the medium band (974 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Plan-year Form 5500 strip
Filing strip 363600106 · The Havi Group Limited Partnership PY 2023 · 401(k)
The Havi Group Limited Partnership Profit Sharing and Savings Plan · $321M · 974 · 96th
- SCH $321M
- SCH 974
- SCH 96th
- SCH 401(k)
- SCH near Nbt Bancorp Inc. 401(k) & Employee Stock Ownership Plan
- SCH ind #6148
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 Wholesale Trade retirement plans → · Plans in Illinois →
The Havi Group Limited Partnership Profit Sharing and Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Havi Group Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $360M 36.840190861785686% vs 2022
- 2024 filing year
| 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.
- 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
The Havi Group Limited Partnership Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Nbt Bancorp Inc. 401(k) & Employee Stock Ownership Plan in NY ($322M); by covered participants it is Potlatchdeltic Hourly 401(k) Plan in WA (974 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($321M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (974 participants); asset peers above are excluded.
- Potlatchdeltic Hourly 401(k) Plan (WA) 974 · 0 off
- Pomptonian, Inc. 401(k) Savings Plan (NJ) 974 · 0 off
- Clearent, LLC 401(k) Plan (MO) 974 · 0 off
- Henderson Engineers, Inc. 401(k) Profit Sharing Plan (KS) 974 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.