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
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
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.
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. 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
| 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 EIN | 420698245 |
| Plan Effective Date | 2002-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $593M · 2,396
- Act, Inc. Defined Contribution Retirement Plan $426M · 1,043
- Grinnell College Employees Retirement Savings Plan $353M · 810
- Genesis Health System Retirement Savings Plan $345M · 4,651
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $277M · 1,224
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan (NH) 347 · 0 off
- Misericordia University Tax-Deferred Annuity Retirement Plan (PA) 347 · 0 off
- Royal Oaks 403b Plan (AZ) 347 · 0 off
- Firstline Schools 403b Plan (LA) 347 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.