Plan Ledger DOL Form 5500 · updated monthly

Haver Analytics, Inc.401(k) + ESOP (KSOP)

HAVER ANALYTICS EMPLOYEE STOCK OWNERSHIP 401(K) PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.23%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Haver Analytics, Inc. reported $122,824 in plan administrative expenses for 2022: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,967 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.23% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other information & media employers. By assets it is the 1,370th-largest of 5,648 plans among New York employers on file, and the 512th of 2,199 in information & media. In 2022, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$50,017,653
Participants with balances172
Active participants96
Employer contributions$764,844
Employee contributions$741,228
Employer contribution per active participant$7,967
Average account balance$290,800
Benefits paid to participants$813,618
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.6M · 169 accts · $262K emplr
2023$45.1M · 175 accts · $1.1M emplr
2022$50.0M · 172 accts · $765K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$122,824
Total administrative$122,824
The Haver Analytics, Inc. 401(k) match · 2022
Employer contribution per active participant$7,967
Median for plans this size$3,449
2024$2,523 per active participant
2023$10,985 per active participant
2022$7,967 per active participant

Haver Analytics, Inc.'s 2022 employer contribution ran above the $3,449 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$148,486 · 0.31%
2023$127,972 · 0.27%
2022$122,824 · 0.23%
Similar plansInformation & Media · New York
Videndum US Holdings Inc. NY$59.0M · 0.11%
Vice Media LLC NY$55.9M · 0.26%
Cambridge University Press NY$53.3M · 0.04%
Cogency Global, Inc. NY$48.2M · 0.33%
Stack Exchange, Inc. NY$47.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132965030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.