401(k) · DOL Form 5500 · 2024

Haviland & Sams, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$566,137
Avg per participant High balance/head
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Official DOL plan name: Haviland & Sams, LLC 401(k) Plan · Sponsored by Haviland & Sams, LLC · Connecticut · Finance & Insurance

$2M in assets, 3 participants

Haviland & Sams, LLC's Haviland & Sams, LLC 401(k) Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,469 in Finance & Insurance (8,549 peers)

Haviland & Sams, LLC multi-year trail

Haviland & Sams, LLC's plans moved +59.4% in assets from 2022 to 2024; this filing shows Haviland & Sams, LLC 401(k) Plan at $2M / 3 participants.

#1,469
in Finance & Insurance (8,549 peers)
+23.8%
assets growth YoY

Haviland & Sams, LLC 401(k) Plan among the smaller filed plans by assets

Haviland & Sams, LLC 401(k) Plan vs every filed plan by assets

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

$1,698,412 28th percentile higher than 28% 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

Haviland & Sams, LLC 401(k) 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. Haviland & Sams, LLC 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haviland & Sams, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Haviland & Sams, LLC 401(k) Plan reported net income rose from $306K in the plan year 2023 filing to $327K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364530690 · Haviland & Sams, LLC PY 2024 · 401(k)

Haviland & Sams, LLC 401(k) Plan · $2M · 3 · 28th

  • SCH $2M
  • SCH 3
  • SCH 28th
  • SCH 401(k)
  • SCH near Animas Dermatology, Md, PC 401(k) Profit Sharing Plan
  • SCH ind #1469

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 Connecticut →

Haviland & Sams, LLC 401(k) Plan in the asset neighbourhood

Haviland & Sams, LLC 401(k) PlanHaviland & Sams, LLC 401(k) …$2MAnimas Dermatology, Md, PC 401(k) Profit Sharing PlanAnimas Dermatology, Md, PC 4…$2MYehia a. Massoud, Dds 401(k) Profit Sharing Plan and TrustYehia a. Massoud, Dds 401(k)…$2ML2strong, Inc. 401(k) Profit Sharing PlanL2strong, Inc. 401(k) Profit…$2MClinical Pathology Assoc. 401(k) Profit Sharing PlanClinical Pathology Assoc. 40…$2M
End-of-year total assets ($M) among Haviland & Sams, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Haviland & Sams, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Haviland & Sams, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 59.38431393157709% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.07M $1.7M ▲ +58.9%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $2M

Haviland & Sams, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$327K
Employer EIN364530690
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Haviland & Sams, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Haviland & Sams, LLC 401(k) Plan, Total assets ($B): 0.001698412 · Participants: 3Haviland & Sams, LLC 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Haviland & Sams, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Haviland & Sams, LLC 401(k) Plan side-by-side with 3 peers →

Haviland & Sams, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Animas Dermatology, Md, PC 401(k) Profit Sharing Plan in HI ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Haviland & Sams, LLC 401(k) Plan assets move in 2024? ▼
Haviland & Sams, LLC 401(k) Plan grew sharply - up 23.8% during 2024, from $1M to $2M. Reported net income was $327K.
How have Haviland & Sams, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haviland & Sams, LLC's sponsor-wide assets grew 59.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Haviland & Sams, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Animas Dermatology, Md, PC 401(k) Profit Sharing Plan in HI ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Haviland & Sams, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 364530690.

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.