401(k) · DOL Form 5500 · 2024

Havis, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
411
Participants Below avg headcount
81st
Percentile by assets National rank
$92,584
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Havis, Inc. 401(k) Plan · Sponsored by Havis, Inc. · Pennsylvania · Manufacturing

$38M in assets, 411 participants

Havis, Inc.'s Havis, Inc. 401(k) Plan reported $38M in total assets and 411 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #12,999 in Manufacturing (17,777 peers)

Where Havis, Inc. 401(k) Plan sits by assets

Havis, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 411 participants (~$92,584/participant), up 21.7% in 2024.

#12,999
in Manufacturing (17,777 peers)
+21.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Havis, Inc. 401(k) Plan's outsized position by total assets

Havis, Inc. 401(k) Plan vs every filed plan by assets

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

$38,051,897 Top 19% higher than 81% 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

Havis, Inc. 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. Havis, Inc. 401(k) Plan sits mid-pack in the medium band (411 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Havis, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Havis, Inc. 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Havis, Inc. 401(k) Plan reported participants fell from 423 in the plan year 2023 filing to 411 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231664329 · Havis, Inc. PY 2024 · 401(k)

Havis, Inc. 401(k) Plan · $38M · 411 · 81st

  • PCT $38M
  • PCT 411
  • PCT 81st
  • PCT 401(k)
  • PCT near Royal Electric Company 401(k) Plan
  • PCT ind #12999

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Havis, Inc. 401(k) Plan in the asset neighbourhood

Havis, Inc. 401(k) Plan$38MRoyal Electric Company 401(k) PlanRoyal Electric Company 401(k…$38MStrava, Inc. Retirement Trust$38MEagle View Technologies, Inc. 401(k) Profit Sharing PlanEagle View Technologies, Inc…$38MFinancial Partners Credit Union Employees' 401(k) Savings PlanFinancial Partners Credit Un…$38M
End-of-year total assets ($M) among Havis, Inc. 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)$31M
Net Assets (End of Year)$38M
Net Income$1M
Employer EIN231664329
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Havis, Inc.)

Sponsor-wide plan assets over time

All Havis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 51.287812563228094% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.2M $38.1M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 301 $25M
2023 1 423 $31M
2024 1 411 $38M

Nearby 401(k) Plans in Pennsylvania

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

Havis, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Havis, Inc. 401(k) Plan, Total assets ($B): 0.038051897 · Participants: 411Havis, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Havis, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Havis, Inc. 401(k) Plan side-by-side with 3 peers →

Havis, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Royal Electric Company 401(k) Plan in CA ($38M); by covered participants it is North Park Transportation Company-Employee Stock Ownership Plan in CO (411 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (411 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 Havis, Inc. 401(k) Plan assets move in 2024? ▼
Havis, Inc. 401(k) Plan grew sharply - up 21.7% during 2024, from $31M to $38M. Reported net income was $1M.
How have Havis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Havis, Inc.'s sponsor-wide assets grew 51.3%, from $25M to $38M.
Where does Havis, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Havis, Inc. 401(k) Plan ranks in the 81st 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 Havis, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Royal Electric Company 401(k) Plan in CA ($38M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Havis, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North Park Transportation Company-Employee Stock Ownership Plan in CO (411 participants, $101M 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 231664329.

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.