401(k) · DOL Form 5500 · 2023

Havtech Investments LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
419
Participants Below avg headcount
82nd
Percentile by assets National rank
$84,836
Avg per participant Below avg balance/head
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Official DOL plan name: Havtech Investments LLC 401(k) Plan · Sponsored by Havtech Investments LLC · Maryland · Construction

$36M in assets, 419 participants

Havtech Investments LLC's Havtech Investments LLC 401(k) Plan reported $36M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,213 in Construction (9,030 peers)

Coverage in Maryland

Havtech Investments LLC 401(k) Plan covers 419 participants in Maryland, about 45% of the average Maryland filer (state average ~929 per filing). Assets: $36M.

#7,213
in Construction (9,030 peers)
+30.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Havtech Investments LLC 401(k) Plan's outsized position by total assets

Havtech Investments LLC 401(k) Plan vs every filed plan by assets

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

$35,546,424 Top 18% higher than 82% 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

Havtech Investments LLC 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. Havtech Investments LLC 401(k) Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Havtech Investments LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Havtech Investments LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Havtech Investments LLC 401(k) Plan reported participants rose from 367 in the plan year 2022 filing to 419 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814236511 · Havtech Investments LLC PY 2023 · 401(k)

Havtech Investments LLC 401(k) Plan · $36M · 419 · 82nd

  • RANK $36M
  • PHOTO 419
  • IND 82nd
  • EOY 401(k)
  • 5500 near The Dutra Group 401(k) Plan
  • ASSETS ind #7213

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 Construction retirement plans → · Plans in Maryland →

Havtech Investments LLC 401(k) Plan in the asset neighbourhood

Havtech Investments LLC 401(k) PlanHavtech Investments LLC 401(…$36MThe Dutra Group 401(k) Plan$36MVerst Group Logistics Companies 401(k) Retirement Savings PlanVerst Group Logistics Compan…$36MEllenoff Grossman & Schole LLP 401(k) Profit Sharing Plan & TrustEllenoff Grossman & Schole L…$36MSagesure LLC 401(k) Plan$36M
End-of-year total assets ($M) among Havtech Investments LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$36M
Net Income$8M
Employer EIN814236511
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Havtech Investments LLC)

Sponsor-wide plan assets over time

All Havtech Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$53M 94.09827274537024% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.2M $52.8M ▲ +94.1%
Year Plans Participants Total Assets
2022 1 367 $27M
2023 1 419 $36M
2024 1 517 $53M

Nearby 401(k) Plans in Maryland

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

Havtech Investments LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Havtech Investments LLC 401(k) Plan, Total assets ($B): 0.035546424 · Participants: 419Havtech Investments LLC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Havtech Investments LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Havtech Investments LLC 401(k) Plan side-by-side with 3 peers →

Havtech Investments LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is The Dutra Group 401(k) Plan in CA ($36M); by covered participants it is Grecian Delight/Kronos Retirement Savings Plan in IL (419 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Havtech Investments LLC 401(k) Plan assets move in 2023? ▼
Havtech Investments LLC 401(k) Plan surged - up 30.7% during 2023, from $27M to $36M. Reported net income was $8M.
How have Havtech Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Havtech Investments LLC's sponsor-wide assets grew 94.1%, from $27M to $53M.
Where does Havtech Investments LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Havtech Investments LLC 401(k) Plan ranks in the 82nd 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 Havtech Investments LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Dutra Group 401(k) Plan in CA ($36M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Havtech Investments LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grecian Delight/Kronos Retirement Savings Plan in IL (419 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 814236511.

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.