Other · DOL Form 5500 · 2023
Haverland Carter Lifestyle Group Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 545
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $11,956
- Avg per participant Low balance/head
Official DOL plan name: Haverland Carter Lifestyle Group 403(b) Plan · Sponsored by Haverland Carter Lifestyle Group · New Mexico · Healthcare & Social Assistance
$7M in assets, 545 participants
Haverland Carter Lifestyle Group's Haverland Carter Lifestyle Group 403(b) Plan reported $7M in total assets and 545 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,682 in Healthcare & Social Assistance (17,684 peers)
Haverland Carter Lifestyle Group multi-year trail
Haverland Carter Lifestyle Group's plans moved -14.0% in assets from 2022 to 2024; this filing shows Haverland Carter Lifestyle Group 403(b) Plan at $7M / 545 participants.
- #9,682
- in Healthcare & Social Assistance (17,684 peers)
- -7.1%
- assets change YoY
The plan reported a net loss of $498K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Haverland Carter Lifestyle Group 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Haverland Carter Lifestyle Group 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,516,117 Top 50% higher than 50% 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
Haverland Carter Lifestyle Group 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. Haverland Carter Lifestyle Group 403(b) Plan sits mid-pack in the medium band (545 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Haverland Carter Lifestyle Group 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to -$498K in the plan year 2023 filing.
- Haverland Carter Lifestyle Group 403(b) Plan reported participants rose from 425 in the plan year 2022 filing to 545 in the plan year 2023 filing.
- Haverland Carter Lifestyle Group 403(b) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 272027950 · Haverland Carter Lifestyle Group PY 2023 · Other
Haverland Carter Lifestyle Group 403(b) Plan · $7M · 545 · 50th
- VS-ST $7M
- BOY 545
- SCH 50th
- EBSA Other
- PART near Victor Community Support Services 403(b) Plan
- TYPE ind #9682
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 Mexico →
Haverland Carter Lifestyle Group 403(b) Plan in the asset neighbourhood
Haverland Carter Lifestyle Group multi-year asset trail
Sponsor-wide plan assets over time
All Haverland Carter Lifestyle Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.979002661343316% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 425 | $7M |
| 2023 | 1 | 545 | $7M |
| 2024 | 1 | 565 | $6M |
Haverland Carter Lifestyle Group filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$498K |
| Employer EIN | 272027950 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $865M · 11,387
- San Juan Regional Medical Center 403(b) Plan $131M · 1,887
- Lovelace Biomedical Research Institute Tda and DC Plan $111M · 419
- Albuquerque Academy Retirement Plan $80M · 281
- First Choice Community Healthcare 403(b) Plan $31M · 433
Haverland Carter Lifestyle Group 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is Victor Community Support Services 403(b) Plan in CA ($7M); by covered participants it is 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services in MD (546 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (545 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.