Other · DOL Form 5500 · 2023
Menno Haven, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 551
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $31,272
- Avg per participant Low balance/head
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.
- #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.
- #13,190
- in Healthcare & Social Assistance (17,684 peers)
- +15.1%
- assets growth YoY
Menno Haven, Inc. 403(b) Plan's outsized position 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
Menno Haven, Inc. 403(b) 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. Menno Haven, Inc. 403(b) Plan sits mid-pack in the medium band (551 participants).
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.
EBSA filing schedule strip
Filing strip 236276101 · Menno Haven, Inc. PY 2023 · Other
Menno Haven, Inc. 403(b) Plan · $17M · 551 · 70th
- VS-ST $17M
- VS-ST 551
- VS-ST 70th
- VS-ST Other
- VS-ST near Planned Parenthood 403(b) Plan
- VS-ST ind #13190
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 Pennsylvania →
Menno Haven, Inc. 403(b) Plan in the asset neighbourhood
Menno Haven, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Menno Haven, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 31.353561066541058% vs 2022
- 2024 filing year
| 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
Menno Haven, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Planned Parenthood 403(b) Plan in CA ($17M); by covered participants it is Mount Desert Island Hospital Employee Savings Plan in ME (551 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (551 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.