Other · DOL Form 5500 · 2023

Friendship Haven, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
347
Participants Below avg headcount
46th
Percentile by assets National rank
$15,869
Avg per participant Low balance/head
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Official DOL plan name: Friendship Haven, Inc. Employees' Pension Plan · Sponsored by Friendship Haven, Inc. · Iowa · Healthcare & Social Assistance

$6M in assets, 347 participants

Friendship Haven, Inc.'s Friendship Haven, Inc. Employees' Pension Plan reported $6M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,952 in Healthcare & Social Assistance (17,684 peers)

Friendship Haven, Inc. multi-year trail

Friendship Haven, Inc.'s plans moved +15.3% in assets from 2022 to 2024; this filing shows Friendship Haven, Inc. Employees' Pension Plan at $6M / 347 participants.

#8,952
in Healthcare & Social Assistance (17,684 peers)
+3.3%
assets growth YoY

Friendship Haven, Inc. Employees' Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Friendship Haven, Inc. Employees' Pension Plan vs every filed plan by assets

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

$5,506,570 46th percentile higher than 46% 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

Friendship Haven, Inc. Employees' Pension 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. Friendship Haven, Inc. Employees' Pension Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Friendship Haven, Inc. Employees' Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $177K in the plan year 2023 filing.
  • Friendship Haven, Inc. Employees' Pension Plan reported participants rose from 292 in the plan year 2022 filing to 347 in the plan year 2023 filing.
  • Friendship Haven, Inc. Employees' Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420698245 · Friendship Haven, Inc. PY 2023 · Other

Friendship Haven, Inc. Employees' Pension Plan · $6M · 347 · 46th

  • EIN $6M
  • RANK 347
  • PHOTO 46th
  • IND Other
  • EOY near 403(b) Delaware Guidance Services for Children & Youth, Inc.
  • 5500 ind #8952

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Friendship Haven, Inc. Employees' Pension Plan in the asset neighbourhood

Friendship Haven, Inc. Employees' Pension PlanFriendship Haven, Inc. Emplo…$6M403(b) Delaware Guidance Services for Children & Youth, Inc.403(b) Delaware Guidance Ser…$6M403(b) Thrift Plan of Jefferson-Clarion Head Start, Inc.403(b) Thrift Plan of Jeffer…$6MThe International Preschools 403(b)DC PlanThe International Preschools…$6MCanyonlands Community Health Care 403(b) PlanCanyonlands Community Health…$6M
End-of-year total assets ($M) among Friendship Haven, Inc. Employees' Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Friendship Haven, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Friendship Haven, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.29335513548345% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.33M $6.14M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 292 $5M
2023 1 347 $6M
2024 1 390 $6M

Friendship Haven, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$177K
Employer EIN420698245
Plan Effective Date2002-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Friendship Haven, Inc. Employees' Pension Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Friendship Haven, Inc. Employees' Pension Plan, Total assets ($M): 5.50657 · Participants: 347Friendship Haven, Inc. Employees' Pension PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 344.594954 · Participants: 4651Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 277.013704 · Participants: 1224Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Friendship Haven, Inc. Employees' Pension Plan vs. nearby Other plans in Iowa, assets vs. participants

Friendship Haven, Inc. Employees' Pension Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is 403(b) Delaware Guidance Services for Children & Youth, Inc. in DE ($6M); by covered participants it is Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan in NH (347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Friendship Haven, Inc. Employees' Pension Plan assets move in 2023?
Friendship Haven, Inc. Employees' Pension Plan edged up modestly - up 3.3% during 2023, from $5M to $6M. Reported net income was $177K.
How have Friendship Haven, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Friendship Haven, Inc.'s sponsor-wide assets grew 15.3%, from $5M to $6M.
Which Other plans are similar in size to Friendship Haven, Inc. Employees' Pension Plan?
Among Other plans in other states, the closest by assets is 403(b) Delaware Guidance Services for Children & Youth, Inc. in DE ($6M, 121 participants).
Which Other plans cover a similar participant headcount to Friendship Haven, Inc. Employees' Pension Plan?
Among Other plans in other states, the closest by covered participants is Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan in NH (347 participants, $23M in assets).