401(k) · DOL Form 5500 · 2023

Havens & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
38th
Percentile by assets National rank
$566,191
Avg per participant High balance/head
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Official DOL plan name: Havens & Company, Inc. 401(k) Plan · Sponsored by Havens & Company, Inc. · Massachusetts · Finance & Insurance

$3M in assets, 6 participants

Havens & Company, Inc.'s Havens & Company, Inc. 401(k) Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,317 in Finance & Insurance (8,869 peers)

Havens & Company, Inc. multi-year trail

Havens & Company, Inc.'s plans moved +59.4% in assets from 2022 to 2024; this filing shows Havens & Company, Inc. 401(k) Plan at $3M / 6 participants.

#2,317
in Finance & Insurance (8,869 peers)
+29.7%
assets growth YoY

Havens & Company, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Havens & Company, Inc. 401(k) Plan vs every filed plan by assets

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

$3,397,144 38th percentile higher than 38% 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

Havens & Company, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Havens & Company, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Havens & Company, Inc. 401(k) Plan reported net income rose from -$740K in the plan year 2022 filing to $779K in the plan year 2023 filing.
  • Havens & Company, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260538726 · Havens & Company, Inc. PY 2023 · 401(k)

Havens & Company, Inc. 401(k) Plan · $3M · 6 · 38th

  • BOOK $3M
  • BOOK 6
  • BOOK 38th
  • BOOK 401(k)
  • BOOK near National Staffing Solutions, Inc. Retirement Plan
  • BOOK ind #2317

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 Massachusetts →

Havens & Company, Inc. 401(k) Plan in the asset neighbourhood

Havens & Company, Inc. 401(k) PlanHavens & Company, Inc. 401(k…$3MNational Staffing Solutions, Inc. Retirement PlanNational Staffing Solutions,…$3MZiggity Systems, Inc 401(k) Savings and Investment Plan and TrustZiggity Systems, Inc 401(k) …$3MChallenger Sports Corp 401(k) Profit Sharing Plan & TrustChallenger Sports Corp 401(k…$3MRylex Consulting LLC 401(k) PlanRylex Consulting LLC 401(k) …$3M
End-of-year total assets ($M) among Havens & Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Havens & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Havens & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 59.41996714575605% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.62M $4.17M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 6 $3M
2024 1 6 $4M

Havens & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$779K
Employer EIN260538726
Plan Effective Date2005-04-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Havens & Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Havens & Company, Inc. 401(k) Plan, Total assets ($B): 0.003397144 · Participants: 6Havens & Company, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Havens & Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Havens & Company, Inc. 401(k) Plan side-by-side with 3 peers →

Havens & Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is National Staffing Solutions, Inc. Retirement Plan in FL ($3M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Havens & Company, Inc. 401(k) Plan assets move in 2023? ▼
Havens & Company, Inc. 401(k) Plan grew sharply - up 29.7% during 2023, from $3M to $3M. Reported net income was $779K.
How have Havens & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Havens & Company, Inc.'s sponsor-wide assets grew 59.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Havens & Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Staffing Solutions, Inc. Retirement Plan in FL ($3M, 1,743 participants).
Which 401(k) plans cover a similar participant headcount to Havens & Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 260538726.

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.