401(k) · DOL Form 5500 · 2024

The Haverford Trust Company 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
135
Participants Small participant base
86th
Percentile by assets National rank
$437,657
Avg per participant High balance/head
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Official DOL plan name: The Haverford Trust Company 401(k) Plan · Sponsored by The Haverford Trust Company · Pennsylvania · Finance & Insurance

$59M in assets, 135 participants

The Haverford Trust Company's The Haverford Trust Company 401(k) Plan reported $59M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,683 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

The Haverford Trust Company 401(k) Plan covers 135 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $59M.

#6,683
in Finance & Insurance (8,549 peers)
+18.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Haverford Trust Company 401(k) Plan's outsized position by total assets

The Haverford Trust Company 401(k) Plan vs every filed plan by assets

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

$59,083,744 Top 14% higher than 86% 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

The Haverford Trust Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Haverford Trust Company 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Haverford Trust Company 401(k) Plan end-of-year assets rose from $50M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • The Haverford Trust Company 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • The Haverford Trust Company 401(k) Plan reported participants rose from 128 in the plan year 2023 filing to 135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232329854 · The Haverford Trust Company PY 2024 · 401(k)

The Haverford Trust Company 401(k) Plan · $59M · 135 · 86th

  • 5500 $59M
  • ASSETS 135
  • PCT 86th
  • EIN 401(k)
  • RANK near Novocure Inc. 401(k) Retirement Plan
  • PHOTO ind #6683

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

The Haverford Trust Company 401(k) Plan in the asset neighbourhood

Novocure Inc. 401(k) Retirement PlanNovocure Inc. 401(k) Retirem…$59MEagle Rock Distributing Company 401(k) Profit Sharing PlanEagle Rock Distributing Comp…$59MDavid Lerner Associates, Inc. 401(k) PlanDavid Lerner Associates, Inc…$59MHussey Corporation 401(k) Profit Sharing PlanHussey Corporation 401(k) Pr…$59MThe Haverford Trust Company 401(k) PlanThe Haverford Trust Company …$59M
End-of-year total assets ($M) among The Haverford Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$59M
Net Income$9M
Employer EIN232329854
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Haverford Trust Company)

Sponsor-wide plan assets over time

All The Haverford Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$59M 50.217309332528494% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $39.3M $59.1M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 118 $39M
2023 1 128 $50M
2024 1 135 $59M

Nearby 401(k) Plans in Pennsylvania

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

The Haverford Trust Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Haverford Trust Company 401(k) Plan, Total assets ($B): 0.059083744 · Participants: 135The Haverford Trust Company 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Haverford Trust Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Haverford Trust Company 401(k) Plan side-by-side with 3 peers →

The Haverford Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Novocure Inc. 401(k) Retirement Plan in NH ($59M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 The Haverford Trust Company 401(k) Plan assets move in 2024? ▼
The Haverford Trust Company 401(k) Plan grew sharply - up 18.9% during 2024, from $50M to $59M. Reported net income was $9M.
How have The Haverford Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Haverford Trust Company's sponsor-wide assets grew 50.2%, from $39M to $59M.
Where does The Haverford Trust Company 401(k) Plan rank by assets among Form 5500 filers? ▼
The Haverford Trust Company 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Haverford Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novocure Inc. 401(k) Retirement Plan in NH ($59M, 653 participants).
Which 401(k) plans cover a similar participant headcount to The Haverford Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 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 232329854.

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.