401(k) · DOL Form 5500 · 2023

Hope Haven, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
686
Participants Below avg headcount
75th
Percentile by assets National rank
$33,679
Avg per participant Low balance/head
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Official DOL plan name: Hope Haven, Inc. 403(b) Retirement Plan · Sponsored by Hope Haven, Inc. · Iowa · Healthcare & Social Assistance

$23M in assets, 686 participants

Hope Haven, Inc.'s Hope Haven, Inc. 403(b) Retirement Plan reported $23M in total assets and 686 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,990 in Healthcare & Social Assistance (17,684 peers)

Where Hope Haven, Inc. 403(b) Retirement Plan sits by assets

Hope Haven, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 686 participants (~$33,679/participant), up 17.7% in 2023.

#13,990
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hope Haven, Inc. 403(b) Retirement Plan's outsized position by total assets

Hope Haven, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$23,103,694 Top 25% higher than 75% 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

Hope Haven, Inc. 403(b) 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. Hope Haven, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (686 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hope Haven, Inc. 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hope Haven, Inc. 403(b) Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Hope Haven, Inc. 403(b) Retirement Plan reported participants rose from 649 in the plan year 2022 filing to 686 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420890017 · Hope Haven, Inc. PY 2023 · 401(k)

Hope Haven, Inc. 403(b) Retirement Plan · $23M · 686 · 75th

  • BOOK $23M
  • BOOK 686
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near Pioneer Bank 401(k) Savings Plan
  • BOOK ind #13990

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 →

Hope Haven, Inc. 403(b) Retirement Plan in the asset neighbourhood

Raulli & Sons, Inc. the Employees' Profit Sharing & Retirement PlanRaulli & Sons, Inc. the Empl…$23MMicrovision, Inc. 401(k) Retirement PlanMicrovision, Inc. 401(k) Ret…$23MHope Haven, Inc. 403(b) Retirement PlanHope Haven, Inc. 403(b) Reti…$23MPioneer Bank 401(k) Savings PlanPioneer Bank 401(k) Savings …$23MIntegrated Computer Solutions, Inc. Profit Sharing Retirement PlanIntegrated Computer Solution…$23M
End-of-year total assets ($M) among Hope Haven, Inc. 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN420890017
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hope Haven, Inc.)

Sponsor-wide plan assets over time

All Hope Haven, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 33.35351845336476% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.6M $26.2M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 649 $20M
2023 1 686 $23M
2024 1 675 $26M

Nearby 401(k) Plans in Iowa

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

Hope Haven, Inc. 403(b) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Hope Haven, Inc. 403(b) Retirement Plan, Total assets ($B): 0.023103694 · Participants: 686Hope Haven, Inc. 403(b) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Hope Haven, Inc. 403(b) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hope Haven, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Hope Haven, Inc. 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Pioneer Bank 401(k) Savings Plan in NY ($23M); by covered participants it is Texas Health Flower Mound Employees Savings Trust in TX (686 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (686 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 Hope Haven, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Hope Haven, Inc. 403(b) Retirement Plan grew sharply - up 17.7% during 2023, from $20M to $23M. Reported net income was $3M.
How have Hope Haven, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hope Haven, Inc.'s sponsor-wide assets grew 33.4%, from $20M to $26M.
Where does Hope Haven, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Hope Haven, Inc. 403(b) Retirement Plan ranks in the 75th 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 Hope Haven, Inc. 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pioneer Bank 401(k) Savings Plan in NY ($23M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Hope Haven, Inc. 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Health Flower Mound Employees Savings Trust in TX (686 participants, N/A 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 420890017.

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.