Other · DOL Form 5500 · 2023
Menno Haven, Inc. Retirement Plan
Data updated 2026-08-11
- $17M
- Total assets
- 551
- Participants
- 70th
- Percentile by assets
- $31,272
- Avg per participant
Official DOL plan name: Menno Haven, Inc. 403(b) Plan · Sponsored by Menno Haven, Inc. · Pennsylvania · Healthcare & Social Assistance
$17M in assets, 551 participants
Menno Haven, Inc.'s Menno Haven, Inc. 403(b) Plan reported $17M in total assets and 551 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 127,072 plans)
- #13,190 in Healthcare & Social Assistance (17,684 peers)
Menno Haven, Inc. multi-year trail
Menno Haven, Inc.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Menno Haven, Inc. 403(b) Plan at $17M / 551 participants.
- $17M
- total plan assets (2023 EOY)
- 551
- covered participants
- 70th
- percentile by assets (of 127,072 plans)
- $31,272
- avg assets per participant
Where Menno Haven, Inc. 403(b) Plan sits by total assets
Menno Haven, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,230,775 Top 30% higher than 70% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Menno Haven, Inc. 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Menno Haven, Inc. 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Menno Haven, Inc. across 3 plan years on file
Across the 3 plan years Menno Haven, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $20M, a gain of 31.4%, while reported participants moved from 548 to 721 (+31.6%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($15M).
Menno Haven, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 548 | $15M |
| 2023 | 1 | 551 | $17M |
| 2024 | 1 | 721 | $20M |
Menno Haven, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 236276101 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Similar-Sized Other Plans Nationally
Other plans in other states closest to Menno Haven, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Menno Haven, Inc. 403(b) Plan assets move in 2023? ▼
How have Menno Haven, Inc. plan assets changed over time? ▼
Which Other plans are similar in size to Menno Haven, Inc. 403(b) Plan? ▼
Next read for Menno Haven, Inc. 403(b) Plan
Multi-year trail
Ways to act on Menno Haven, Inc. 403(b) Plan's numbers.
- By total assets, Menno Haven, Inc. 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Menno Haven, Inc.'s sponsor-wide assets have grown 31.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans