401(k) · DOL Form 5500 · 2023

Haver Analytics, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
100
Participants Small participant base
84th
Percentile by assets National rank
$453,787
Avg per participant High balance/head
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Official DOL plan name: Haver Analytics Employee Stock Ownership 401(k) Plan · Sponsored by Haver Analytics, Inc. · New York · Information & Media

$45M in assets, 100 participants

Haver Analytics, Inc.'s Haver Analytics Employee Stock Ownership 401(k) Plan reported $45M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,207 in Information & Media (2,818 peers)

Coverage in New York

Haver Analytics Employee Stock Ownership 401(k) Plan covers 100 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $45M.

#2,207
in Information & Media (2,818 peers)
-9.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haver Analytics Employee Stock Ownership 401(k) Plan's outsized position by total assets

Haver Analytics Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$45,378,721 Top 16% higher than 84% 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

Haver Analytics Employee Stock Ownership 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haver Analytics Employee Stock Ownership 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haver Analytics Employee Stock Ownership 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Haver Analytics Employee Stock Ownership 401(k) Plan end-of-year assets fell from $50M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132965030 · Haver Analytics, Inc. PY 2023 · 401(k)

Haver Analytics Employee Stock Ownership 401(k) Plan · $45M · 100 · 84th

  • PCT $45M
  • PCT 100
  • PCT 84th
  • PCT 401(k)
  • PCT near Land O'frost 401(k) Retirement Savings Plan
  • PCT ind #2207

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 Information & Media retirement plans → · Plans in New York →

Haver Analytics Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Haver Analytics Employee Stock Ownership 401(k) PlanHaver Analytics Employee Sto…$45MLand O'frost 401(k) Retirement Savings PlanLand O'frost 401(k) Retireme…$45MCharles L. Crane Agency Company 401(k) PlanCharles L. Crane Agency Comp…$45MAmerican Seafoods Group 401(k) PlanAmerican Seafoods Group 401(…$45MMcgrath Automotive Group, Inc. 401(k) PlanMcgrath Automotive Group, In…$45M
End-of-year total assets ($M) among Haver Analytics Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$45M
Net Income-$5M
Employer EIN132965030
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haver Analytics, Inc.)

Sponsor-wide plan assets over time

All Haver Analytics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 0.9997977111432447% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $50.3M $49.8M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 100 $50M
2023 1 100 $45M
2024 1 104 $50M

Nearby 401(k) Plans in New York

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

Haver Analytics Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Haver Analytics Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.045378721 · Participants: 100Haver Analytics Employee Stock Ownership 401(k) 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
Haver Analytics Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Haver Analytics Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Haver Analytics Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Land O'frost 401(k) Retirement Savings Plan in IL ($45M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Haver Analytics Employee Stock Ownership 401(k) Plan assets move in 2023? ▼
Haver Analytics Employee Stock Ownership 401(k) Plan pulled back noticeably - down 9.8% during 2023, from $50M to $45M. Reported net income was -$5M.
How have Haver Analytics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haver Analytics, Inc.'s sponsor-wide assets declined 1.0%, from $50M to $50M.
Where does Haver Analytics Employee Stock Ownership 401(k) Plan rank by assets among Form 5500 filers? ▼
Haver Analytics Employee Stock Ownership 401(k) Plan ranks in the 84th 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 Haver Analytics Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Land O'frost 401(k) Retirement Savings Plan in IL ($45M, 1,045 participants).
Which 401(k) plans cover a similar participant headcount to Haver Analytics Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 132965030.

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.