401(k) · DOL Form 5500 · 2023
Havenly, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $20,137
- Avg per participant Low balance/head
Official DOL plan name: Havenly 401(k) Plan · Sponsored by Havenly, Inc. · Colorado · Professional & Technical Services
$2M in assets, 96 participants
Havenly, Inc.'s Havenly 401(k) Plan reported $2M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,261 in Professional & Technical Services (20,321 peers)
2023 asset change
Havenly 401(k) Plan surged 54.2% in 2023 ($1M → $2M) for 96 participants.
- #5,261
- in Professional & Technical Services (20,321 peers)
- +54.2%
- assets growth YoY
Havenly 401(k) Plan among the smaller filed plans by assets
Havenly 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,933,163 30th percentile higher than 30% 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
Havenly 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. Havenly 401(k) Plan is a small filing (96 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 462543704 · Havenly, Inc. PY 2023 · 401(k)
Havenly 401(k) Plan · $2M · 96 · 30th
- IND $2M
- IND 96
- IND 30th
- IND 401(k)
- IND near Leework Inc. Retirement Plan
- IND ind #5261
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 Professional & Technical Services retirement plans → · Plans in Colorado →
Havenly 401(k) Plan in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $679K |
| Employer EIN | 462543704 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Havenly 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Leework Inc. Retirement Plan in CA ($2M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 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.