Haverland Carter Lifestyle Group: final filing for its 403(b) plan, 246 participants (Albuquerque, NM)
Haverland Carter Lifestyle Group (Albuquerque, New Mexico): final filing for its 403(b) plan, 246 participants (Albuquerque, NM). Its participants of 246 is below the median of 294 (43rd percentile). Dated 149 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 246 · 43th percentile of 126,658 BenefitPlanPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 380 related NM BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | Haverland Carter Lifestyle Group |
| EIN | 272027950 |
| Plan | Haverland Carter Lifestyle Group 403(b) Plan |
| Plan type | 403(b) |
| Trigger | Final filing (plan terminating or merging) |
| Participants | 246 |
| Industry | Health care |
| Location | Albuquerque, NM |
| Plan effective | 1987-07-01 |
| Plan year | 2025 |
| Filed | 2026-06-09 |
| participants percentile | 43th of 126,658 (median 294, 0.8x median) |
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CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-06-09
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
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Peer benchmark and outreach value: Haverland Carter Lifestyle Group and 381 New Mexico peers
- New Mexico BenefitPlanPulse records like this one: 381
- Haverland Carter Lifestyle Group's participants: 43rd percentile of 126,658 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Mexico peer: $76,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- Final filing: plan ending or merging.
- 246 participants.
What is the BenefitPlanPulse record for Haverland Carter Lifestyle Group in Albuquerque, New Mexico?
Haverland Carter Lifestyle Group filed a Form 5500 for its 403(b) plan (final filing (plan terminating or merging)) with 246 participants on 2026-06-09.
How does Haverland Carter Lifestyle Group compare to other New Mexico BenefitPlanPulse records?
Its participants of 246 is below the median (43th percentile); smaller records often move faster and face less competition. It is 149 days old; check the official source for later updates before acting.
Haverland Carter Lifestyle Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Haverland Carter Lifestyle Group | Albuquerque, NM | 246 | 43rd | 2026-06-09 |
| Winston Brands, INC. | Elk Grove Village, IL | 254 | 45th | 2026-10-20 |
| Nw Natural Water Company LLC | Portland, OR | 219 | 38th | 2026-10-23 |
| Healthcare Accounting Services, LLC | Chicago, IL | 280 | 48th | 2026-10-22 |
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From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.