Who sponsors the Haverty Furniture Companies, Inc. Thrift Plan?

Haverty Furniture Companies, Inc. Thrift Plan is reported as sponsored by Haverty Furniture Companies, Inc. (EIN 58-0281900, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Haverty Furniture Companies, Inc. Thrift Plan?

The latest Form 5500 filing year loaded for Haverty Furniture Companies, Inc. Thrift Plan is 2023.

How many participants does Haverty Furniture Companies, Inc. Thrift Plan report?

Haverty Furniture Companies, Inc. Thrift Plan reports 3,442 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Haverty Furniture Companies, Inc. Thrift Plan?

Haverty Furniture Companies, Inc. Thrift Plan reports $182,043,113 in end-of-year plan assets in its latest loaded Form 5500 filing.

Haverty Furniture Companies, Inc. Thrift Plan — Form 5500 plan (Haverty Furniture Companies, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Haverty Furniture Companies, Inc. Thrift Plan is a benefit plan reported by Haverty Furniture Companies, Inc. under EIN 58-0281900 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,442 participants and $182,043,113 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$182MPlan net assets, end of year$182,043,113

Participants3.4KCovered participants reported3,442

Assets / participant$52.9KComputed: assets ÷ participants$52,889 (computed)

Provider compensation$223.3K3 Schedule C provider row(s)$223,259

Plan sponsor: Haverty Furniture Companies, Inc.
EIN: 58-0281900
Plan number: 003
Plan type: 2
Location: Atlanta, GA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	3,442	H, C	20241010104336NAL0011384275002

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$182M total assets

Net assets$182MLiabilities—

Money in vs. money out

Total income / additions$45.5M

Total expenses$20M

Benefits paid / distributions$19.8M

Contributions

Employer$6M

Participant$11.7M

Full reported line items

Net assets

Total assets (EOY): $182,043,113
Net assets (EOY): $182,043,113
Net assets (BOY): $156,552,899

Income & contributions

Employer contributions: $5,955,301
Participant contributions: $11,681,961
Total contributions: $17,890,526
Total income / additions: $45,495,982

Expenses & distributions

Benefits paid: $19,782,888
Administrative expenses: $222,880
Total expenses: $20,005,768
Net increase / (decrease): $25,490,214

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

34%66%

Employer 34%Participant 66%

Total expenses ÷ net assets11%Computed ratio

Benefits paid ÷ total income43%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Schwab Retirement Plan Services,Inc	NONE	$214,363	not reported in the loaded dataset	2023
Weaver Capital Management LLC	NONE	$8,517	not reported in the loaded dataset	2023
Charles Schwab & Co., Inc.	NONE	$379	$0	2023