401(k) · DOL Form 5500 · 2024
The Havi Group Limited Partnership 401(k) Plan
Data updated 2026-08-25
- $360M
- Total assets Above avg plan size
- 1,064
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $338,183
- Avg per participant High balance/head
Official DOL plan name: The Havi Group Limited Partnership Profit Sharing and Savings Plan · Sponsored by The Havi Group Limited Partnership · Illinois · Wholesale Trade
$360M in assets, 1,064 participants
The Havi Group Limited Partnership's The Havi Group Limited Partnership Profit Sharing and Savings Plan reported $360M in total assets and 1,064 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #5,926 in Wholesale Trade (6,080 peers)
Where The Havi Group Limited Partnership Profit Sharing and Savings Plan sits by assets
The Havi Group Limited Partnership Profit Sharing and Savings Plan sits in the top 5% of all filed plans by assets, $360M for 1,064 participants (~$338,183/participant), up 12.0% in 2024.
- #5,926
- in Wholesale Trade (6,080 peers)
- +12.0%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
The Havi Group Limited Partnership Profit Sharing and Savings Plan's outsized position by total assets
The Havi Group Limited Partnership Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$359,827,114 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Havi Group Limited Partnership Profit Sharing and Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Havi Group Limited Partnership Profit Sharing and Savings Plan lands in the large band (1,064 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Havi Group Limited Partnership Profit Sharing and Savings Plan reported net income fell from $58M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- The Havi Group Limited Partnership Profit Sharing and Savings Plan end-of-year assets rose from $321M in the plan year 2023 filing to $360M in the plan year 2024 filing.
- The Havi Group Limited Partnership Profit Sharing and Savings Plan reported participants rose from 974 in the plan year 2023 filing to 1,064 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 363600106 · The Havi Group Limited Partnership PY 2024 · 401(k)
The Havi Group Limited Partnership Profit Sharing and Savings Plan · $360M · 1,064 · 96th
- EOY $360M
- 5500 1,064
- ASSETS 96th
- PCT 401(k)
- EIN near Infinera 401(k) Plan
- RANK ind #5926
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 Wholesale Trade retirement plans → · Plans in Illinois →
The Havi Group Limited Partnership Profit Sharing and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $321M |
|---|---|
| Net Assets (End of Year) | $360M |
| Net Income | $39M |
| Employer EIN | 363600106 |
| Plan Effective Date | 1975-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Havi Group Limited Partnership)
Sponsor-wide plan assets over time
All The Havi Group Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $360M 36.840190861785686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 801 | $263M |
| 2023 | 1 | 974 | $321M |
| 2024 | 1 | 1,064 | $360M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
The Havi Group Limited Partnership Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Infinera 401(k) Plan in CA ($360M); by covered participants it is Otto Bock Healthcare LP Retirement Savings Plan in TX (1,064 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($360M here).
- Infinera 401(k) Plan (CA) $360M · 1,273
- Penske Logistics Retirement Savings Plan (PA) $360M · 5,543
- Spectrum Healthcare Partners, P.a. 401(k) Profit Sharing Plan (ME) $360M · 491
- The Oregon Clinic, P.C. Retirement Plan (OR) $360M · 1,332
Similar participant headcount
Nearest other-state filings by covered participants (1,064 participants); asset peers above are excluded.
- Otto Bock Healthcare LP Retirement Savings Plan (TX) 1,064 · 0 off
- Coronis Health Employee Retirement Savings Plan & Trust (MI) 1,064 · 0 off
- Russel Metals Inc. U.S. Retirement Savings Plan (WI) 1,064 · 0 off
- Specialty Rx, Inc. 401 (K) Saving Plan (NJ) 1,064 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.