401(k) · DOL Form 5500 · 2024

Haver Analytics, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
104
Participants Small participant base
84th
Percentile by assets National rank
$478,718
Avg per participant High balance/head
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Official DOL plan name: Haver Analytics Employee Stock Ownership 401(k) Plan · Sponsored by Haver Analytics, Inc. · New York · Information & Media

$50M in assets, 104 participants

Haver Analytics, Inc.'s Haver Analytics Employee Stock Ownership 401(k) Plan reported $50M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,221 in Information & Media (2,822 peers)

Coverage in New York

Haver Analytics Employee Stock Ownership 401(k) Plan covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $50M.

#2,221
in Information & Media (2,822 peers)
+9.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Haver Analytics Employee Stock Ownership 401(k) Plan's outsized position by total assets

Haver Analytics Employee Stock Ownership 401(k) Plan vs every filed plan by assets

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

$49,786,680 Top 16% higher than 84% 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

Haver Analytics Employee Stock Ownership 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. Haver Analytics Employee Stock Ownership 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Haver Analytics Employee Stock Ownership 401(k) Plan reported net income rose from -$5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Haver Analytics Employee Stock Ownership 401(k) Plan end-of-year assets rose from $45M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Haver Analytics Employee Stock Ownership 401(k) Plan reported participants rose from 100 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132965030 · Haver Analytics, Inc. PY 2024 · 401(k)

Haver Analytics Employee Stock Ownership 401(k) Plan · $50M · 104 · 84th

  • EBSA $50M
  • EBSA 104
  • EBSA 84th
  • EBSA 401(k)
  • EBSA near Chelsea Milling Company, Chelsea Milling Division, Defined Contribution Plan
  • EBSA ind #2221

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 Information & Media retirement plans → · Plans in New York →

Haver Analytics Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Haver Analytics Employee Stock Ownership 401(k) PlanHaver Analytics Employee Sto…$50MChelsea Milling Company, Chelsea Milling Division, Defined Contribution PlanChelsea Milling Company, Che…$50MOdin, Feldman & Pittleman, P.C. 401(k) PlanOdin, Feldman & Pittleman, P…$50MNemera 401(k) Plan$50MThe Atp Group, Inc. Profit Sharing Retirement Plan and TrustThe Atp Group, Inc. Profit S…$50M
End-of-year total assets ($M) among Haver Analytics Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$50M
Net Income$4M
Employer EIN132965030
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haver Analytics, Inc.)

Sponsor-wide plan assets over time

All Haver Analytics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 0.9997977111432447% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $50.3M $49.8M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 100 $50M
2023 1 100 $45M
2024 1 104 $50M

Nearby 401(k) Plans in New York

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

Haver Analytics Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Haver Analytics Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.04978668 · Participants: 104Haver Analytics Employee Stock Ownership 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Haver Analytics Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Haver Analytics Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

Haver Analytics Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Chelsea Milling Company, Chelsea Milling Division, Defined Contribution Plan in MI ($50M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Haver Analytics Employee Stock Ownership 401(k) Plan assets move in 2024? ▼
Haver Analytics Employee Stock Ownership 401(k) Plan grew at a solid clip - up 9.7% during 2024, from $45M to $50M. Reported net income was $4M.
How have Haver Analytics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haver Analytics, Inc.'s sponsor-wide assets declined 1.0%, from $50M to $50M.
Where does Haver Analytics Employee Stock Ownership 401(k) Plan rank by assets among Form 5500 filers? ▼
Haver Analytics Employee Stock Ownership 401(k) Plan ranks in the 84th 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 Haver Analytics Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chelsea Milling Company, Chelsea Milling Division, Defined Contribution Plan in MI ($50M, 346 participants).
Which 401(k) plans cover a similar participant headcount to Haver Analytics Employee Stock Ownership 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A 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 132965030.

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.