401(k) · DOL Form 5500 · 2024

Bellhaven Managemen LLC Dba 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 589
Participants Below avg headcount: 56th
Percentile by assets National rank: $17,353
Avg per participant Low balance/head

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Official DOL plan name: Health Facility Retirement Plan · Sponsored by Bellhaven Managemen LLC Dba · New York · Healthcare & Social Assistance

$10M in assets, 589 participants

Bellhaven Managemen LLC Dba's Health Facility Retirement Plan reported $10M in total assets and 589 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

#10,433 in Healthcare & Social Assistance (16,916 peers)

Bellhaven Managemen LLC Dba multi-year trail

Bellhaven Managemen LLC Dba's plans moved +38.8% in assets from 2022 to 2024; this filing shows Health Facility Retirement Plan at $10M / 589 participants.

#10,433
in Healthcare & Social Assistance (16,916 peers): +16.2%
assets growth YoY

Health Facility Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Health Facility Retirement Plan vs every filed plan by assets

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

$10,220,987 Top 44% higher than 56% 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

Health Facility 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. Health Facility Retirement Plan sits mid-pack in the medium band (589 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Health Facility Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Health Facility Retirement Plan reported participants rose from 563 in the plan year 2023 filing to 589 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 264804287 · Bellhaven Managemen LLC Dba PY 2024 · 401(k)

Health Facility Retirement Plan · $10M · 589 · 56th

EIN $10M
RANK 589
PHOTO 56th
IND 401(k)
EOY near Tfo Tech Company Ltd. Savings Incentive Plan
5500 ind #10433

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 New York →

End-of-year total assets ($M) among Health Facility Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bellhaven Managemen LLC Dba multi-year asset trail

Latest sponsor-wide plan assets: $10M 38.8167678808475% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	551	$7M
2023	1	563	$9M
2024	1	589	$10M

Bellhaven Managemen LLC Dba filing trail (2024)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$10M
Net Income	$1M
Employer EIN	264804287
Plan Effective Date	2010-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Health Facility Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Health Facility Retirement Plan side-by-side with 3 peers →

Health Facility Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tfo Tech Company Ltd. Savings Incentive Plan in OH ($10M); by covered participants it is Universal Waste Systems, Inc. 401(k) Plan in CA (589 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Tfo Tech Company Ltd. Savings Incentive Plan (OH) $10M · 111
Penn Veterinary 401(k) Plan (PA) $10M · 166
Old Hickory Clay Co., Inc. 401(k) Profit Sharing Plan and Trust (KY) $10M · 101
Uni-Systems Engineering, Inc. 401(k) Plan (MN) $10M · 43

Similar participant headcount

Nearest other-state filings by covered participants (589 participants); asset peers above are excluded.

Universal Waste Systems, Inc. 401(k) Plan (CA) 589 · 0 off
Landscape Forms, Inc. Profit Sharing Plan (MI) 589 · 0 off
Rollings Funeral Service 401(k) Plan (GA) 589 · 0 off
Iterable 401(k) Plan (CA) 589 · 0 off

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 Health Facility Retirement Plan assets move in 2024? ▼

Health Facility Retirement Plan grew sharply - up 16.2% during 2024, from $9M to $10M. Reported net income was $1M.

How have Bellhaven Managemen LLC Dba plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bellhaven Managemen LLC Dba's sponsor-wide assets grew 38.8%, from $7M to $10M.

Which 401(k) plans are similar in size to Health Facility Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tfo Tech Company Ltd. Savings Incentive Plan in OH ($10M, 111 participants).

Which 401(k) plans cover a similar participant headcount to Health Facility Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Universal Waste Systems, Inc. 401(k) Plan in CA (589 participants, $12M 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 264804287.