401(k) · DOL Form 5500 · 2023

Haves Pine & Seligman 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
46th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Haves Pine & Seligman Profit Sharing Plan & Trust · Sponsored by Haves Pine & Seligman · New York · Real Estate

$6M in assets, 4 participants

Haves Pine & Seligman's Haves Pine & Seligman Profit Sharing Plan & Trust reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,105 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Haves Pine & Seligman Profit Sharing Plan & Trust ranks #3,105 of 4,727 2023 filers by assets (470% of the sector average)-$6M for 4 participants.

#3,105
in Real Estate (4,727 peers)
+10.5%
assets growth YoY

Haves Pine & Seligman Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Haves Pine & Seligman Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,523,260 46th percentile higher than 46% 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

Haves Pine & Seligman Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haves Pine & Seligman Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Haves Pine & Seligman Profit Sharing Plan & Trust reported net income rose from -$907K in the plan year 2022 filing to $523K in the plan year 2023 filing.
  • Haves Pine & Seligman Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133419971 · Haves Pine & Seligman PY 2023 · 401(k)

Haves Pine & Seligman Profit Sharing Plan & Trust · $6M · 4 · 46th

  • BOY $6M
  • SCH 4
  • EBSA 46th
  • PART 401(k)
  • TYPE near Chuck Latham Associates, Inc. Ps Plan
  • NET ind #3105

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 Real Estate retirement plans → · Plans in New York →

Haves Pine & Seligman Profit Sharing Plan & Trust in the asset neighbourhood

Haves Pine & Seligman Profit Sharing Plan & TrustHaves Pine & Seligman Profit…$6MChuck Latham Associates, Inc. Ps PlanChuck Latham Associates, Inc…$6MProject Genesis, Inc. 401(k) Profit Sharing PlanProject Genesis, Inc. 401(k)…$6MUnited Bancorp, Inc. of Martins Ferry, Ohio 401(k) Savings Plan and TrustUnited Bancorp, Inc. of Mart…$6MFoti, Flynn, Lowen & Company PC 401(k) Profit Sharing Plan and TrustFoti, Flynn, Lowen & Company…$6M
End-of-year total assets ($M) among Haves Pine & Seligman Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$523K
Employer EIN133419971
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haves Pine & Seligman)

Sponsor-wide plan assets over time

All Haves Pine & Seligman plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.306163856853% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5M $6.12M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 4 $5M
2023 1 4 $6M
2024 1 4 $6M

Nearby 401(k) Plans in New York

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

Haves Pine & Seligman Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Haves Pine & Seligman Profit Sharing Plan & Trust, Total assets ($B): 0.00552326 · Participants: 4Haves Pine & Seligman Profit Sharing Plan & TrustIBM 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
Haves Pine & Seligman Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Haves Pine & Seligman Profit Sharing Plan & Trust side-by-side with 3 peers →

Haves Pine & Seligman Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Chuck Latham Associates, Inc. Ps Plan in CO ($6M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Haves Pine & Seligman Profit Sharing Plan & Trust assets move in 2023? ▼
Haves Pine & Seligman Profit Sharing Plan & Trust grew at a solid clip - up 10.5% during 2023, from $5M to $6M. Reported net income was $523K.
How have Haves Pine & Seligman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haves Pine & Seligman's sponsor-wide assets grew 22.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Haves Pine & Seligman Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chuck Latham Associates, Inc. Ps Plan in CO ($6M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Haves Pine & Seligman Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 133419971.

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.