Other · DOL Form 5500 · 2024
Haverland Carter Lifestyle Group Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 565
- Participants Below avg headcount
- 45th
- Percentile by assets National rank
- $10,679
- Avg per participant Low balance/head
Official DOL plan name: Haverland Carter Lifestyle Group 403(b) Plan · Sponsored by Haverland Carter Lifestyle Group · New Mexico · Healthcare & Social Assistance
$6M in assets, 565 participants
Haverland Carter Lifestyle Group's Haverland Carter Lifestyle Group 403(b) Plan reported $6M in total assets and 565 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,346 in Healthcare & Social Assistance (16,916 peers)
Haverland Carter Lifestyle Group multi-year trail
Haverland Carter Lifestyle Group's plans moved -14.0% in assets from 2022 to 2024; this filing shows Haverland Carter Lifestyle Group 403(b) Plan at $6M / 565 participants.
- #8,346
- in Healthcare & Social Assistance (16,916 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $482K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Haverland Carter Lifestyle Group 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Haverland Carter Lifestyle Group 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,033,622 45th percentile higher than 45% 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
Haverland Carter Lifestyle Group 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. Haverland Carter Lifestyle Group 403(b) Plan sits mid-pack in the medium band (565 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Haverland Carter Lifestyle Group 403(b) Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Haverland Carter Lifestyle Group 403(b) Plan reported participants rose from 545 in the plan year 2023 filing to 565 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 272027950 · Haverland Carter Lifestyle Group PY 2024 · Other
Haverland Carter Lifestyle Group 403(b) Plan · $6M · 565 · 45th
- SCH $6M
- EBSA 565
- PART 45th
- TYPE Other
- NET near 403(b) Thrift Plan of Health Services, Inc.
- BOOK ind #8346
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 Mexico →
Haverland Carter Lifestyle Group 403(b) Plan in the asset neighbourhood
Haverland Carter Lifestyle Group multi-year asset trail
Sponsor-wide plan assets over time
All Haverland Carter Lifestyle Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.979002661343316% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 425 | $7M |
| 2023 | 1 | 545 | $7M |
| 2024 | 1 | 565 | $6M |
Haverland Carter Lifestyle Group filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$482K |
| Employer EIN | 272027950 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $968M · 11,856
- San Juan Regional Medical Center 403(b) Plan $142M · 1,883
- Lovelace Biomedical Research Institute Tda and DC Plan $123M · 418
- Albuquerque Academy Retirement Plan $83M · 271
- Holy Cross Hospital Retirement Savings Plan $27M · 491
Haverland Carter Lifestyle Group 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is 403(b) Thrift Plan of Health Services, Inc. in AL ($6M); by covered participants it is Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd. in AK (565 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (565 participants); asset peers above are excluded.
- Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd. (AK) 565 · 0 off
- 403(b) Thrift Plan for Employees of Planned Parenthood North Central States (MN) 566 · 1 off
- Boilermakers Local Lodge No. 5 Annuity Fund (NY) 566 · 1 off
- Mount Desert Island Hospital Employee Savings Plan (ME) 564 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.