401(k) · DOL Form 5500 · 2024

Hope Haven, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
675
Participants
75th
Percentile by assets
$38,784
Avg per participant
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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.

  • 75th percentile by assets (of 123,622 plans)
  • #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.

$26M
total plan assets (2024 EOY)
675
covered participants
75th
percentile by assets (of 123,622 plans)
$38,784
avg assets per participant

Where Hope Haven, Inc. 403(b) Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Iowa
Industry
Healthcare & Social Assistance

Hope Haven, Inc. 403(b) Retirement Plan vs the 2024 asset distribution

By assets, Hope Haven, Inc. 403(b) Retirement Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

$18M$20M$22M$24M$26M$28M 202220232024 $19.6M $26.2M ▲ +33.4%
Total plan assets by year, all Hope Haven, Inc. plans on file
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 ($B) Participants Hope Haven, Inc. 403…, Total assets ($B): 0.02617946 · Participants: 675Hope Haven, Inc. 403…The Principal Select…, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select…The Rsm US LLP Retir…, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retir…Iowa Health System S…, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affil…Transamerica 401(k) …, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) …
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hope Haven, Inc. 403(b) Retirement Plan by total assets, not by location.

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).

Next read for Hope Haven, Inc. 403(b) Retirement Plan

Scale reading

Ways to act on Hope Haven, Inc. 403(b) Retirement Plan's numbers.

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.