401(k) · DOL Form 5500 · 2023

Haviland Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
289
Participants Below avg headcount
92nd
Percentile by assets National rank
$361,976
Avg per participant High balance/head
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Official DOL plan name: Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan · Sponsored by Haviland Enterprises, Inc. · Michigan · Wholesale Trade

$105M in assets, 289 participants

Haviland Enterprises, Inc.'s Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan reported $105M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,879 in Wholesale Trade (6,309 peers)

Coverage in Michigan

Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan covers 289 participants in Michigan, about 45% of the average Michigan filer (state average ~638 per filing). Assets: $105M.

#5,879
in Wholesale Trade (6,309 peers)
+16.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan's outsized position by total assets

Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan vs every filed plan by assets

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

$104,611,032 Top 8% higher than 92% 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

Haviland Enterprises, Inc. Employee Stock Ownership and 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. Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan reported net income fell from $20M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $90M in the plan year 2022 filing to $105M in the plan year 2023 filing.
  • Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan reported participants rose from 258 in the plan year 2022 filing to 289 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381273016 · Haviland Enterprises, Inc. PY 2023 · 401(k)

Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan · $105M · 289 · 92nd

  • ASSETS $105M
  • ASSETS 289
  • ASSETS 92nd
  • ASSETS 401(k)
  • ASSETS near Smurfit Kappa North America 401(k)/Profit Sharing Plan
  • ASSETS ind #5879

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 Wholesale Trade retirement plans → · Plans in Michigan →

Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan in the asset neighbourhood

South Texas Radiology Group Profit Sharing Plan and TrustSouth Texas Radiology Group …$105MTgs-Nopec Geophysical Company 401(k) Profit Sharing PlanTgs-Nopec Geophysical Compan…$105MHaviland Enterprises, Inc. Employee Stock Ownership and 401(k) PlanHaviland Enterprises, Inc. E…$105MSmurfit Kappa North America 401(k)/Profit Sharing PlanSmurfit Kappa North America …$105MCtos, LLC 401(k) Plan$105M
End-of-year total assets ($M) among Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$93M
Net Income$15M
Employer EIN381273016
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haviland Enterprises, Inc.)

Sponsor-wide plan assets over time

All Haviland Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$119M 32.7849428850254% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $89.7M $119M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 258 $90M
2023 1 289 $105M
2024 1 265 $119M

Nearby 401(k) Plans in Michigan

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

Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan, Total assets ($B): 0.104611032 · Participants: 289Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan side-by-side with 3 peers →

Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Smurfit Kappa North America 401(k)/Profit Sharing Plan in TX ($105M); by covered participants it is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan assets move in 2023? ▼
Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan grew sharply - up 16.6% during 2023, from $90M to $105M. Reported net income was $15M.
How have Haviland Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haviland Enterprises, Inc.'s sponsor-wide assets grew 32.8%, from $90M to $119M.
Where does Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan rank by assets among Form 5500 filers? ▼
Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smurfit Kappa North America 401(k)/Profit Sharing Plan in TX ($105M, 1,076 participants).
Which 401(k) plans cover a similar participant headcount to Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frost Management Company 401(k) Profit Sharing Plan in FL (289 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 381273016.

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.