401(k) · DOL Form 5500 · 2022

Harborone Mortgage LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
205
Participants Below avg headcount
76th
Percentile by assets National rank
$89,596
Avg per participant Below avg balance/head
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Official DOL plan name: Harborone Mortgage, LLC Retirement Plan · Sponsored by Harborone Mortgage LLC · New Hampshire · Finance & Insurance

$18M in assets, 205 participants

Harborone Mortgage LLC's Harborone Mortgage, LLC Retirement Plan reported $18M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,751 in Finance & Insurance (9,261 peers)

Where Harborone Mortgage, LLC Retirement Plan sits by assets

Harborone Mortgage, LLC Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 205 participants (~$89,596/participant), down 20.3% in 2022.

#5,751
in Finance & Insurance (9,261 peers)
-20.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harborone Mortgage, LLC Retirement Plan's outsized position by total assets

Harborone Mortgage, LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,367,162 Top 24% higher than 76% of 139,123 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 2022

Harborone Mortgage, LLC Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harborone Mortgage, LLC Retirement Plan sits mid-pack in the medium band (205 participants).

Published 5500 schedule card

Filing strip 042802284 · Harborone Mortgage LLC PY 2022 · 401(k)

Harborone Mortgage, LLC Retirement Plan · $18M · 205 · 76th

  • EIN $18M
  • EIN 205
  • EIN 76th
  • EIN 401(k)
  • EIN near United Way of Connecticut, Inc. 401(k) Retirement Plan
  • EIN ind #5751

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 Finance & Insurance retirement plans → · Plans in New Hampshire →

Harborone Mortgage, LLC Retirement Plan in the asset neighbourhood

Harborone Mortgage, LLC Retirement PlanHarborone Mortgage, LLC Reti…$18MUnited Way of Connecticut, Inc. 401(k) Retirement PlanUnited Way of Connecticut, I…$18MPathfinder Bank 401(k) Savings PlanPathfinder Bank 401(k) Savin…$18MMaster Meter, Inc. 401(k) Savings & Investment PlanMaster Meter, Inc. 401(k) Sa…$18MPremier Thermal Solutions, LLC 401(k) PlanPremier Thermal Solutions, L…$18M
End-of-year total assets ($M) among Harborone Mortgage, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN042802284
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harborone Mortgage LLC)

Sponsor-wide plan assets over time

All Harborone Mortgage LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 11.018828058466518% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $18.4M $20.4M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 205 $18M
2023 1 169 $21M
2024 1 128 $20M

Nearby 401(k) Plans in New Hampshire

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

Harborone Mortgage, LLC Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Harborone Mortgage, LLC Retirement Plan, Total assets ($M): 18.367162 · Participants: 205Harborone Mortgage, LLC Retirement PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Harborone Mortgage, LLC Retirement Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Harborone Mortgage, LLC Retirement Plan side-by-side with 3 peers →

Harborone Mortgage, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is United Way of Connecticut, Inc. 401(k) Retirement Plan in CT ($18M); by covered participants it is Fresh Venture Foods 401(k) Plan in CA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harborone Mortgage, LLC Retirement Plan assets move in 2022? ▼
Harborone Mortgage, LLC Retirement Plan declined sharply - down 20.3% during 2022, from $23M to $18M. Reported net income was -$5M.
How have Harborone Mortgage LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harborone Mortgage LLC's sponsor-wide assets grew 11.0%, from $18M to $20M.
Where does Harborone Mortgage, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Harborone Mortgage, LLC Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Harborone Mortgage, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Way of Connecticut, Inc. 401(k) Retirement Plan in CT ($18M, 277 participants).
Which 401(k) plans cover a similar participant headcount to Harborone Mortgage, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fresh Venture Foods 401(k) Plan in CA (205 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042802284.

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.