401(k) · DOL Form 5500 · 2024

The Havi Group Limited Partnership 401(k) Plan

Data updated 2026-08-11

$360M
Total assets
1,064
Participants
96th
Percentile by assets
$338,183
Avg per participant
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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.

  • 96th percentile by assets (of 123,622 plans)
  • #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.

$360M
total plan assets (2024 EOY)
1,064
covered participants
96th
percentile by assets (of 123,622 plans)
$338,183
avg assets per participant

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.

See the national 2023→2024 release diff →

State
Illinois
Industry
Wholesale Trade

The Havi Group Limited Partnership Profit Sharing and Savings Plan vs the 2024 asset distribution

By assets, The Havi Group Limited Partnership Profit Sharing and Savings Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$321M
Net Assets (End of Year)$360M
Net Income$39M
Employer EIN363600106
Plan Effective Date1975-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Havi Group Limited Partnership)

$250M$300M$350M$400M 202220232024 $263M $360M ▲ +36.8%
Total plan assets by year, all The Havi Group Limited Partnership plans on file
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.

The Havi Group Limited Partnership Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

The Havi Group Limited Partnership Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Havi Group Limit…Accenture United Sta…State Farm 401(k) Sa…United Airlines Pilo…Abbott Laboratories …Walgreens Retirement…
The Havi Group Limited Partnership Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Havi Group Limited Partnership Profi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Havi Group Limited Partnership Profit Sharing and Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Havi Group Limited Partnership Profit Sharing and Savings Plan assets move in 2024? ▼
The Havi Group Limited Partnership Profit Sharing and Savings Plan grew at a solid clip - up 12.0% during 2024, from $321M to $360M. Reported net income was $39M.
How have The Havi Group Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Havi Group Limited Partnership's sponsor-wide assets grew 36.8%, from $263M to $360M.
Where does The Havi Group Limited Partnership Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
The Havi Group Limited Partnership Profit Sharing and Savings Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Havi Group Limited Partnership Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infinera 401(k) Plan in CA ($360M, 1,273 participants).

Next read for The Havi Group Limited Partnership Profi…

Scale reading

Ways to act on The Havi Group Limited Partnership Profit Sharing and Savings Plan's numbers.

  • By total assets, The Havi Group Limited Partnership Profit Sharing and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • The Havi Group Limited Partnership's sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 363600106.

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.