401(k) · DOL Form 5500 · 2024
Haven Savings Bank 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 102
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $245,626
- Avg per participant Above avg balance/head
Official DOL plan name: Haven Savings Bank 401(k) Plan · Sponsored by Haven Savings Bank · New Jersey · Finance & Insurance
$25M in assets, 102 participants
Haven Savings Bank's Haven Savings Bank 401(k) Plan reported $25M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #5,184 in Finance & Insurance (8,549 peers)
Coverage in New Jersey
Haven Savings Bank 401(k) Plan covers 102 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $25M.
- #5,184
- in Finance & Insurance (8,549 peers)
- +9.9%
- assets growth YoY
Haven Savings Bank 401(k) Plan's outsized position by total assets
Haven Savings Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,053,840 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Haven Savings Bank 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. Haven Savings Bank 401(k) Plan sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Haven Savings Bank 401(k) Plan reported net income rose from $526K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Haven Savings Bank 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Haven Savings Bank 401(k) Plan reported participants rose from 97 in the plan year 2023 filing to 102 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 220981507 · Haven Savings Bank PY 2024 · 401(k)
Haven Savings Bank 401(k) Plan · $25M · 102 · 74th
- 5500 $25M
- 5500 102
- 5500 74th
- 5500 401(k)
- 5500 near Stonewall Kitchen, LLC 401(k) Profit Sharing Plan
- 5500 ind #5184
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 New Jersey →
Haven Savings Bank 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 220981507 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haven Savings Bank)
Sponsor-wide plan assets over time
All Haven Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 12.50335942816639% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $22M |
| 2023 | 1 | 97 | $23M |
| 2024 | 1 | 102 | $25M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Haven Savings Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Stonewall Kitchen, LLC 401(k) Profit Sharing Plan in ME ($25M); by covered participants it is U.S. Paint Employees Retirement Plan in MO (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Stonewall Kitchen, LLC 401(k) Profit Sharing Plan (ME) $25M · 509
- Reconext 401(k) Plan (CA) $25M · 372
- Hospitality Staffing 401(k) Plan (IL) $25M · 4,706
- Lenzing Fibers Inc. Retirement Savings and 401(k) Plan (AL) $25M · 88
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- U.S. Paint Employees Retirement Plan (MO) 102 · 0 off
- Cole's Hardware, Inc. Retirement Savings Plan (PA) 102 · 0 off
- Maranatha Human Services, Inc. 401(k) Plan (NY) 102 · 0 off
- Grupo Flor 401(k) Plan (CA) 102 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.