401(k) · DOL Form 5500 · 2024

The Havana National Bank 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
50
Participants Small participant base
57th
Percentile by assets National rank
$212,057
Avg per participant Above avg balance/head
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Official DOL plan name: The Havana National Bank 401(k) Thrift and Savings Plan · Sponsored by The Havana National Bank · Illinois · Finance & Insurance

$11M in assets, 50 participants

The Havana National Bank's The Havana National Bank 401(k) Thrift and Savings Plan reported $11M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,495 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

The Havana National Bank 401(k) Thrift and Savings Plan holds $11M for 50 participants - about $212,057 per participant, above the median plan by assets.

#3,495
in Finance & Insurance (8,549 peers)
+2.4%
assets growth YoY

The Havana National Bank 401(k) Thrift and Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

The Havana National Bank 401(k) Thrift and Savings Plan vs every filed plan by assets

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

$10,602,869 Top 43% higher than 57% 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 Havana National Bank 401(k) Thrift and Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Havana National Bank 401(k) Thrift and Savings Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Havana National Bank 401(k) Thrift and Savings Plan reported net income rose from -$132K in the plan year 2023 filing to $246K in the plan year 2024 filing.
  • The Havana National Bank 401(k) Thrift and Savings Plan reported participants fell from 54 in the plan year 2023 filing to 50 in the plan year 2024 filing.
  • The Havana National Bank 401(k) Thrift and Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 370317760 · The Havana National Bank PY 2024 · 401(k)

The Havana National Bank 401(k) Thrift and Savings Plan · $11M · 50 · 57th

  • EBSA $11M
  • PART 50
  • TYPE 57th
  • NET 401(k)
  • BOOK near Calico Cottage, Inc. Profit Sharing 401(k) Plan
  • VS-ST ind #3495

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 Illinois →

The Havana National Bank 401(k) Thrift and Savings Plan in the asset neighbourhood

The Havana National Bank 401(k) Thrift and Savings PlanThe Havana National Bank 401…$11MCalico Cottage, Inc. Profit Sharing 401(k) PlanCalico Cottage, Inc. Profit …$11MThe Union League Club 401(k) PlanThe Union League Club 401(k)…$11MMadison Wood Preservers, Inc. Profit Sharing 401(k) PlanMadison Wood Preservers, Inc…$11MZealandia Holding Company, Inc. 401(k) PlanZealandia Holding Company, I…$11M
End-of-year total assets ($M) among The Havana National Bank 401(k) Thrift and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$246K
Employer EIN370317760
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Havana National Bank)

Sponsor-wide plan assets over time

All The Havana National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.0861436575502739% vs 2022
2024 filing year
$10.3M$10.4M$10.5M$10.6M$10.7M 202220232024 $10.5M $10.6M ▲ +1.0%
Year Plans Participants Total Assets
2022 1 49 $10M
2023 1 54 $10M
2024 1 50 $11M

Nearby 401(k) Plans in Illinois

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

The Havana National Bank 401(k) Thrift and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Havana National Bank 401(k) Thrift and Savings Plan, Total assets ($B): 0.010602869 · Participants: 50The Havana National Bank 401(k) Thrift and Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
The Havana National Bank 401(k) Thrift and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Havana National Bank 401(k) Thrift and Savings Plan side-by-side with 3 peers →

The Havana National Bank 401(k) Thrift and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Calico Cottage, Inc. Profit Sharing 401(k) Plan in NY ($11M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Havana National Bank 401(k) Thrift and Savings Plan assets move in 2024? ▼
The Havana National Bank 401(k) Thrift and Savings Plan edged up modestly - up 2.4% during 2024, from $10M to $11M. Reported net income was $246K.
How have The Havana National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Havana National Bank's sponsor-wide assets grew 1.1%, from $10M to $11M.
Which 401(k) plans are similar in size to The Havana National Bank 401(k) Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calico Cottage, Inc. Profit Sharing 401(k) Plan in NY ($11M, 75 participants).
Which 401(k) plans cover a similar participant headcount to The Havana National Bank 401(k) Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advata 401(k) Plan in TX (50 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 370317760.

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.