401(k) · DOL Form 5500 · 2023

Haven Savings Bank 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
97
Participants Small participant base
75th
Percentile by assets National rank
$235,005
Avg per participant Above avg balance/head
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Official DOL plan name: Haven Savings Bank 401(k) Plan · Sponsored by Haven Savings Bank · New Jersey · Finance & Insurance

$23M in assets, 97 participants

Haven Savings Bank's Haven Savings Bank 401(k) Plan reported $23M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,520 in Finance & Insurance (8,869 peers)

Where Haven Savings Bank 401(k) Plan sits by assets

Haven Savings Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 97 participants (~$235,005/participant), up 2.4% in 2023.

#5,520
in Finance & Insurance (8,869 peers)
+2.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Haven Savings Bank 401(k) Plan's outsized position by total assets

Haven Savings Bank 401(k) Plan vs every filed plan by assets

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

$22,795,479 Top 25% higher than 75% 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

Haven Savings Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haven Savings Bank 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haven Savings Bank 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $526K in the plan year 2023 filing.
  • Haven Savings Bank 401(k) Plan reported participants fell from 102 in the plan year 2022 filing to 97 in the plan year 2023 filing.
  • Haven Savings Bank 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 220981507 · Haven Savings Bank PY 2023 · 401(k)

Haven Savings Bank 401(k) Plan · $23M · 97 · 75th

  • PART $23M
  • TYPE 97
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Wichita Urology Group, P.a. Savings Plan
  • BOY ind #5520

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 New Jersey →

Haven Savings Bank 401(k) Plan in the asset neighbourhood

Haven Savings Bank 401(k) PlanHaven Savings Bank 401(k) Pl…$23MTellurian Services 401(k) Retirement PlanTellurian Services 401(k) Re…$23MDream Golf 401(k) Retirement PlanDream Golf 401(k) Retirement…$23MVeltek Associates Inc 401(k) Profit Sharing Plan & TrustVeltek Associates Inc 401(k)…$23MWichita Urology Group, P.a. Savings PlanWichita Urology Group, P.a. …$23M
End-of-year total assets ($M) among Haven Savings Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$526K
Employer EIN220981507
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haven Savings Bank)

Sponsor-wide plan assets over time

All Haven Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$25M 12.50335942816639% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $22.3M $25.1M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 102 $22M
2023 1 97 $23M
2024 1 102 $25M

Nearby 401(k) Plans in New Jersey

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

Haven Savings Bank 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Haven Savings Bank 401(k) Plan, Total assets ($B): 0.022795479 · Participants: 97Haven Savings Bank 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Haven Savings Bank 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Haven Savings Bank 401(k) Plan side-by-side with 3 peers →

Haven Savings Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Wichita Urology Group, P.a. Savings Plan in KS ($23M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Haven Savings Bank 401(k) Plan assets move in 2023? ▼
Haven Savings Bank 401(k) Plan edged up modestly - up 2.4% during 2023, from $22M to $23M. Reported net income was $526K.
How have Haven Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haven Savings Bank's sponsor-wide assets grew 12.5%, from $22M to $25M.
Where does Haven Savings Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Haven Savings Bank 401(k) Plan ranks in the 75th 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 Haven Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wichita Urology Group, P.a. Savings Plan in KS ($23M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Haven Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 220981507.

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.