401(k) · DOL Form 5500 · 2024

Hope Haven, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
675
Participants Below avg headcount
75th
Percentile by assets National rank
$38,784
Avg per participant Low balance/head
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Official DOL plan name: Hope Haven, Inc. 403(b) Retirement Plan · Sponsored by Hope Haven, Inc. · Iowa · Healthcare & Social Assistance

$26M in assets, 675 participants

Hope Haven, Inc.'s Hope Haven, Inc. 403(b) Retirement Plan reported $26M in total assets and 675 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,332 in Healthcare & Social Assistance (16,916 peers)

Where Hope Haven, Inc. 403(b) Retirement Plan sits by assets

Hope Haven, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 675 participants (~$38,784/participant), up 13.3% in 2024.

#13,332
in Healthcare & Social Assistance (16,916 peers)
+13.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hope Haven, Inc. 403(b) Retirement Plan's outsized position by total assets

Hope Haven, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$26,179,460 Top 25% higher than 75% 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

Hope Haven, Inc. 403(b) Retirement 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. Hope Haven, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (675 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hope Haven, Inc. 403(b) Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Hope Haven, Inc. 403(b) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hope Haven, Inc. 403(b) Retirement Plan reported participants fell from 686 in the plan year 2023 filing to 675 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420890017 · Hope Haven, Inc. PY 2024 · 401(k)

Hope Haven, Inc. 403(b) Retirement Plan · $26M · 675 · 75th

  • PHOTO $26M
  • IND 675
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Williams & Fudge, Inc. Retirement Savings Plan
  • PCT ind #13332

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Hope Haven, Inc. 403(b) Retirement Plan in the asset neighbourhood

Hope Haven, Inc. 403(b) Retirement PlanHope Haven, Inc. 403(b) Reti…$26MWilliams & Fudge, Inc. Retirement Savings PlanWilliams & Fudge, Inc. Retir…$26MRockland Federal Credit Union 401(k) Profit Sharing PlanRockland Federal Credit Unio…$26MRecaro Aircraft Seating Americas 401(k) PlanRecaro Aircraft Seating Amer…$26MErickson-Hall Construction Company 401(k) Profit Sharing Plan and TrustErickson-Hall Construction C…$26M
End-of-year total assets ($M) among Hope Haven, Inc. 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN420890017
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hope Haven, Inc.)

Sponsor-wide plan assets over time

All Hope Haven, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 33.35351845336476% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.6M $26.2M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 649 $20M
2023 1 686 $23M
2024 1 675 $26M

Nearby 401(k) Plans in Iowa

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

Hope Haven, Inc. 403(b) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Hope Haven, Inc. 403(b) Retirement Plan, Total assets ($B): 0.02617946 · Participants: 675Hope Haven, Inc. 403(b) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Hope Haven, Inc. 403(b) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hope Haven, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Hope Haven, Inc. 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Williams & Fudge, Inc. Retirement Savings Plan in SC ($26M); by covered participants it is Kaeser Compressors, Inc. 401(k) Profit Sharing Plan in VA (675 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (675 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 Hope Haven, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Hope Haven, Inc. 403(b) Retirement Plan grew at a solid clip - up 13.3% during 2024, from $23M to $26M. Reported net income was $3M.
How have Hope Haven, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hope Haven, Inc.'s sponsor-wide assets grew 33.4%, from $20M to $26M.
Where does Hope Haven, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Hope Haven, Inc. 403(b) Retirement Plan ranks in the 75th 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 Hope Haven, Inc. 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Williams & Fudge, Inc. Retirement Savings Plan in SC ($26M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Hope Haven, Inc. 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaeser Compressors, Inc. 401(k) Profit Sharing Plan in VA (675 participants, $84M 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 420890017.

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.