401(k) · DOL Form 5500 · 2023

Bellhaven Managemen LLC Dba 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
563
Participants Below avg headcount
56th
Percentile by assets National rank
$15,626
Avg per participant Low balance/head
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Official DOL plan name: Health Facility Retirement Plan · Sponsored by Bellhaven Managemen LLC Dba · New York · Healthcare & Social Assistance

$9M in assets, 563 participants

Bellhaven Managemen LLC Dba's Health Facility Retirement Plan reported $9M in total assets and 563 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,862 in Healthcare & Social Assistance (17,684 peers)

Bellhaven Managemen LLC Dba multi-year trail

Bellhaven Managemen LLC Dba's plans moved +38.8% in assets from 2022 to 2024; this filing shows Health Facility Retirement Plan at $9M / 563 participants.

#10,862
in Healthcare & Social Assistance (17,684 peers)
+19.5%
assets growth YoY

Health Facility Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health Facility Retirement Plan vs every filed plan by assets

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

$8,797,649 Top 44% higher than 56% 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

Health Facility Retirement 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. Health Facility Retirement Plan sits mid-pack in the medium band (563 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Facility Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Health Facility Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Health Facility Retirement Plan reported participants rose from 551 in the plan year 2022 filing to 563 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264804287 · Bellhaven Managemen LLC Dba PY 2023 · 401(k)

Health Facility Retirement Plan · $9M · 563 · 56th

  • BOY $9M
  • SCH 563
  • EBSA 56th
  • PART 401(k)
  • TYPE near Valhalla Holdings, Inc. 401(k) Plan
  • NET ind #10862

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 New York →

Health Facility Retirement Plan in the asset neighbourhood

Health Facility Retirement PlanHealth Facility Retirement P…$9MValhalla Holdings, Inc. 401(k) PlanValhalla Holdings, Inc. 401(…$9MThe Children's Law Center, Inc. 401(k) PlanThe Children's Law Center, I…$9MLightning Ventures, Inc. 401(k) Savings PlanLightning Ventures, Inc. 401…$9MStar Companies 401(k) Plan$9M
End-of-year total assets ($M) among Health Facility Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bellhaven Managemen LLC Dba multi-year asset trail

Sponsor-wide plan assets over time

All Bellhaven Managemen LLC Dba plans reported in each filing year

Latest sponsor-wide plan assets
$10M 38.8167678808475% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.36M $10.2M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 551 $7M
2023 1 563 $9M
2024 1 589 $10M

Bellhaven Managemen LLC Dba filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN264804287
Plan Effective Date2010-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Health Facility Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Health Facility Retirement Plan, Total assets ($B): 0.008797649 · Participants: 563Health Facility Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Health Facility Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Health Facility Retirement Plan side-by-side with 3 peers →

Health Facility Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Valhalla Holdings, Inc. 401(k) Plan in OH ($9M); by covered participants it is The Campbell Clinic, P.C. Employees' Retirement Plan and Trust in TN (563 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (563 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 Health Facility Retirement Plan assets move in 2023? ▼
Health Facility Retirement Plan grew sharply - up 19.5% during 2023, from $7M to $9M. Reported net income was $1M.
How have Bellhaven Managemen LLC Dba plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellhaven Managemen LLC Dba's sponsor-wide assets grew 38.8%, from $7M to $10M.
Which 401(k) plans are similar in size to Health Facility Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valhalla Holdings, Inc. 401(k) Plan in OH ($9M, 538 participants).
Which 401(k) plans cover a similar participant headcount to Health Facility Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Campbell Clinic, P.C. Employees' Retirement Plan and Trust in TN (563 participants, $127M 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 264804287.

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.