401(k) · DOL Form 5500 · 2023

Havis, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
423
Participants Below avg headcount
80th
Percentile by assets National rank
$73,913
Avg per participant Below avg balance/head
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Official DOL plan name: Havis, Inc. 401(k) Plan · Sponsored by Havis, Inc. · Pennsylvania · Manufacturing

$31M in assets, 423 participants

Havis, Inc.'s Havis, Inc. 401(k) Plan reported $31M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,438 in Manufacturing (18,722 peers)

Where Havis, Inc. 401(k) Plan sits by assets

Havis, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 423 participants (~$73,913/participant), up 24.3% in 2023.

#13,438
in Manufacturing (18,722 peers)
+24.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Havis, Inc. 401(k) Plan's outsized position by total assets

Havis, Inc. 401(k) Plan vs every filed plan by assets

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

$31,265,343 Top 20% higher than 80% 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

Havis, Inc. 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. Havis, Inc. 401(k) Plan sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Havis, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Havis, Inc. 401(k) Plan reported participants rose from 301 in the plan year 2022 filing to 423 in the plan year 2023 filing.
  • Havis, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231664329 · Havis, Inc. PY 2023 · 401(k)

Havis, Inc. 401(k) Plan · $31M · 423 · 80th

  • VS-ST $31M
  • VS-ST 423
  • VS-ST 80th
  • VS-ST 401(k)
  • VS-ST near Owen Electric Cooperative Employee Savings and Protection Plan
  • VS-ST ind #13438

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Havis, Inc. 401(k) Plan in the asset neighbourhood

Havis, Inc. 401(k) Plan$31MOwen Electric Cooperative Employee Savings and Protection PlanOwen Electric Cooperative Em…$31MPrestige Care 401(k) Plan$31MAdtheorent Inc 401(k) Profit Sharing PlanAdtheorent Inc 401(k) Profit…$31MTallahassee Primary Care Associates, PA 401(k) Profit Sharing PlanTallahassee Primary Care Ass…$31M
End-of-year total assets ($M) among Havis, Inc. 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)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN231664329
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Havis, Inc.)

Sponsor-wide plan assets over time

All Havis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 51.287812563228094% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.2M $38.1M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 301 $25M
2023 1 423 $31M
2024 1 411 $38M

Nearby 401(k) Plans in Pennsylvania

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

Havis, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Havis, Inc. 401(k) Plan, Total assets ($B): 0.031265343 · Participants: 423Havis, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Havis, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Havis, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Owen Electric Cooperative Employee Savings and Protection Plan in KY ($31M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Havis, Inc. 401(k) Plan assets move in 2023? ▼
Havis, Inc. 401(k) Plan grew sharply - up 24.3% during 2023, from $25M to $31M. Reported net income was $6M.
How have Havis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Havis, Inc.'s sponsor-wide assets grew 51.3%, from $25M to $38M.
Where does Havis, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Havis, Inc. 401(k) Plan ranks in the 80th 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 Havis, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Owen Electric Cooperative Employee Savings and Protection Plan in KY ($31M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Havis, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameri-National Corporation 401(k) Plan in MO (423 participants, $54M 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 231664329.

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.