401(k) · DOL Form 5500 · 2024
Haviland Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 265
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $449,371
- Avg per participant High balance/head
Official DOL plan name: Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan · Sponsored by Haviland Enterprises, Inc. · Michigan · Wholesale Trade
$119M in assets, 265 participants
Haviland Enterprises, Inc.'s Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan reported $119M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #5,673 in Wholesale Trade (6,080 peers)
Coverage in Michigan
Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan covers 265 participants in Michigan, about 42% of the average Michigan filer (state average ~638 per filing). Assets: $119M.
- #5,673
- in Wholesale Trade (6,080 peers)
- +13.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan's outsized position by total assets
Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$119,083,259 Top 8% higher than 92% 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
Haviland Enterprises, Inc. Employee Stock Ownership and 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. Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $105M in the plan year 2023 filing to $119M in the plan year 2024 filing.
- Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan reported participants fell from 289 in the plan year 2023 filing to 265 in the plan year 2024 filing.
- Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 381273016 · Haviland Enterprises, Inc. PY 2024 · 401(k)
Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan · $119M · 265 · 92nd
- 5500 $119M
- 5500 265
- 5500 92nd
- 5500 401(k)
- 5500 near Takasago International Corp. (USA) 401(k) Plan
- 5500 ind #5673
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 Wholesale Trade retirement plans → · Plans in Michigan →
Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $15M |
| Employer EIN | 381273016 |
| Plan Effective Date | 1995-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haviland Enterprises, Inc.)
Sponsor-wide plan assets over time
All Haviland Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 32.7849428850254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $90M |
| 2023 | 1 | 289 | $105M |
| 2024 | 1 | 265 | $119M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Haviland Enterprises, Inc. Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Takasago International Corp. (USA) 401(k) Plan in NJ ($119M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- Takasago International Corp. (USA) 401(k) Plan (NJ) $119M · 452
- Degolyer and Macnaughton Employees' Savings Plan (TX) $119M · 132
- Hunter Roberts Construction Group, LLC 401(k) and Profit Sharing Plan (NY) $119M · 313
- The Smead Manufacturing Company Employees' Investment Plan and Trust (MN) $119M · 588
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Territorial Savings Bank 401(k) Plan (HI) 265 · 0 off
- Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan (MO) 265 · 0 off
- Helm Group, Inc. 401(k) Plan (IL) 265 · 0 off
- Acclaim Professional Healthcar 401(k) Profit Sharing Plan & Trust (CA) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.