401(k) · DOL Form 5500 · 2024

Havtech Investments LLC 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
517
Participants Below avg headcount
85th
Percentile by assets National rank
$102,103
Avg per participant Below avg balance/head
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Official DOL plan name: Havtech Investments LLC 401(k) Plan · Sponsored by Havtech Investments LLC · Maryland · Construction

$53M in assets, 517 participants

Havtech Investments LLC's Havtech Investments LLC 401(k) Plan reported $53M in total assets and 517 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,494 in Construction (9,039 peers)

Where Havtech Investments LLC 401(k) Plan sits by assets

Havtech Investments LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 517 participants (~$102,103/participant), up 48.5% in 2024.

#7,494
in Construction (9,039 peers)
+48.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Havtech Investments LLC 401(k) Plan's outsized position by total assets

Havtech Investments LLC 401(k) Plan vs every filed plan by assets

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

$52,787,172 Top 15% higher than 85% 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

Havtech Investments LLC 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. Havtech Investments LLC 401(k) Plan sits mid-pack in the medium band (517 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Havtech Investments LLC 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Havtech Investments LLC 401(k) Plan reported participants rose from 419 in the plan year 2023 filing to 517 in the plan year 2024 filing.
  • Havtech Investments LLC 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814236511 · Havtech Investments LLC PY 2024 · 401(k)

Havtech Investments LLC 401(k) Plan · $53M · 517 · 85th

  • TYPE $53M
  • TYPE 517
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near The Ralph Korte Enterprises Profit-Sharing/Thrift Plan
  • TYPE ind #7494

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 Construction retirement plans → · Plans in Maryland →

Havtech Investments LLC 401(k) Plan in the asset neighbourhood

Koorsen Fire & Security, Inc. 401(k) PlanKoorsen Fire & Security, Inc…$53MHavtech Investments LLC 401(k) PlanHavtech Investments LLC 401(…$53MThe Ralph Korte Enterprises Profit-Sharing/Thrift PlanThe Ralph Korte Enterprises …$53MG.W. Berkheimer Co., Inc. 401(k) PlanG.W. Berkheimer Co., Inc. 40…$53MUnisea 401(k) Plan$53M
End-of-year total assets ($M) among Havtech Investments LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$53M
Net Income$7M
Employer EIN814236511
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Havtech Investments LLC)

Sponsor-wide plan assets over time

All Havtech Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$53M 94.09827274537024% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.2M $52.8M ▲ +94.1%
Year Plans Participants Total Assets
2022 1 367 $27M
2023 1 419 $36M
2024 1 517 $53M

Nearby 401(k) Plans in Maryland

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

Havtech Investments LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Havtech Investments LLC 401(k) Plan, Total assets ($B): 0.052787172 · Participants: 517Havtech Investments LLC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Havtech Investments LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Havtech Investments LLC 401(k) Plan side-by-side with 3 peers →

Havtech Investments LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is The Ralph Korte Enterprises Profit-Sharing/Thrift Plan in IL ($53M); by covered participants it is Magnitude 7 Metals 401(k) Plan in MO (517 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (517 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 Havtech Investments LLC 401(k) Plan assets move in 2024? ▼
Havtech Investments LLC 401(k) Plan surged - up 48.5% during 2024, from $36M to $53M. Reported net income was $7M.
How have Havtech Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Havtech Investments LLC's sponsor-wide assets grew 94.1%, from $27M to $53M.
Where does Havtech Investments LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Havtech Investments LLC 401(k) Plan ranks in the 85th 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 Havtech Investments LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Ralph Korte Enterprises Profit-Sharing/Thrift Plan in IL ($53M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Havtech Investments LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Magnitude 7 Metals 401(k) Plan in MO (517 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 814236511.

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.