401(k) · DOL Form 5500 · 2024

Havlock Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$412K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$205,807
Avg per participant Above avg balance/head
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Official DOL plan name: Havlock Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Havlock Enterprises, Inc. · Tennessee · Real Estate

$412K in assets, 2 participants

Havlock Enterprises, Inc.'s Havlock Enterprises, Inc. 401(k) Profit Sharing Plan reported $412K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,239 in Real Estate (4,605 peers)

Havlock Enterprises, Inc. multi-year trail

Havlock Enterprises, Inc.'s plans moved -18.4% in assets from 2022 to 2024; this filing shows Havlock Enterprises, Inc. 401(k) Profit Sharing Plan at $412K / 2 participants.

#1,239
in Real Estate (4,605 peers)
+1.9%
assets growth YoY

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$411,614 16th percentile higher than 16% of 123,620 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 2024

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Havlock Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Havlock Enterprises, Inc. 401(k) Profit Sharing Plan reported net income rose from -$100K in the plan year 2023 filing to $8K in the plan year 2024 filing.
  • Havlock Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $404K in the plan year 2023 filing to $412K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 884025474 · Havlock Enterprises, Inc. PY 2024 · 401(k)

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan · $412K · 2 · 16th

  • BOOK $412K
  • VS-ST 2
  • BOY 16th
  • SCH 401(k)
  • EBSA near Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan
  • PART ind #1239

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 Tennessee →

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Havlock Enterprises, Inc. 401(k) Profit Sharing PlanHavlock Enterprises, Inc. 40…$412KSteinberg & Steinberg, Inc. 401(k) Profit Sharing PlanSteinberg & Steinberg, Inc. …$412KPether Investments Corp. 401(k) Profit Sharing PlanPether Investments Corp. 401…$412KClinix Healthcare, Ltd. 401(k) Profit Sharing Plan & TrustClinix Healthcare, Ltd. 401(…$412KMullica Hill Fitness Inc. 401(k) Profit Sharing PlanMullica Hill Fitness Inc. 40…$412K
End-of-year total assets ($M) among Havlock Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Havlock Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$412K 18.38820198431267% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.5M $0.41M ▼ -18.0%
Year Plans Participants Total Assets
2022 1 1 $504K
2023 1 2 $404K
2024 1 2 $412K

Havlock Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$404K
Net Assets (End of Year)$412K
Net Income$8K
Employer EIN884025474
Plan Effective Date2022-09-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Havlock Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000411614 · Participants: 2Havlock Enterprises, Inc. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Havlock Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Havlock Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Havlock Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan in IA ($412K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Havlock Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Havlock Enterprises, Inc. 401(k) Profit Sharing Plan edged up modestly - up 1.9% during 2024, from $404K to $412K. Reported net income was $8K.
How have Havlock Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Havlock Enterprises, Inc.'s sponsor-wide assets declined 18.4%, from $504K to $412K.
Where does Havlock Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Havlock Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Havlock Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steinberg & Steinberg, Inc. 401(k) Profit Sharing Plan in IA ($412K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Havlock Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 884025474.

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.