Other · DOL Form 5500 · 2024
Menno Haven, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 721
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $27,267
- Avg per participant Low balance/head
Official DOL plan name: Menno Haven, Inc. 403(b) Plan · Sponsored by Menno Haven, Inc. · Pennsylvania · Healthcare & Social Assistance
$20M in assets, 721 participants
Menno Haven, Inc.'s Menno Haven, Inc. 403(b) Plan reported $20M in total assets and 721 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #12,599 in Healthcare & Social Assistance (16,916 peers)
Menno Haven, Inc. multi-year trail
Menno Haven, Inc.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Menno Haven, Inc. 403(b) Plan at $20M / 721 participants.
- #12,599
- in Healthcare & Social Assistance (16,916 peers)
- +14.1%
- assets growth YoY
Menno Haven, Inc. 403(b) Plan's outsized position by total assets
Menno Haven, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,659,786 Top 30% higher than 70% 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
Menno Haven, Inc. 403(b) 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. Menno Haven, Inc. 403(b) Plan sits mid-pack in the medium band (721 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Menno Haven, Inc. 403(b) Plan reported participants rose from 551 in the plan year 2023 filing to 721 in the plan year 2024 filing.
- Menno Haven, Inc. 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Menno Haven, Inc. 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 236276101 · Menno Haven, Inc. PY 2024 · Other
Menno Haven, Inc. 403(b) Plan · $20M · 721 · 70th
- RANK $20M
- RANK 721
- RANK 70th
- RANK Other
- RANK near Aceee 403(b)Plan
- RANK ind #12599
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 Pennsylvania →
Menno Haven, Inc. 403(b) Plan in the asset neighbourhood
Menno Haven, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Menno Haven, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 31.353561066541058% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 548 | $15M |
| 2023 | 1 | 551 | $17M |
| 2024 | 1 | 721 | $20M |
Menno Haven, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 236276101 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Menno Haven, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Aceee 403(b)Plan in DC ($20M); by covered participants it is American Public Media Group Retirement Plan in MN (722 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Aceee 403(b)Plan (DC) $20M · 86
- St. Thomas School DC Retirement Plan (WA) $20M · 91
- Wesley 403(b) Retirement Plan (WA) $20M · 428
- The Art Institute of Chicago Tax Deferred Savings Program (IL) $20M · 1,940
Similar participant headcount
Nearest other-state filings by covered participants (721 participants); asset peers above are excluded.
- American Public Media Group Retirement Plan (MN) 722 · 1 off
- Chi Franciscan Health Retirement Savings Plan (CA) 722 · 1 off
- Ascend Learning, Inc. 403(b) Plan (NY) 719 · 2 off
- Lawndale Christian Health Center 403(b) Plan (IL) 719 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.