401(k) · DOL Form 5500 · 2022

Harborone Bank 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
418
Participants Below avg headcount
91st
Percentile by assets National rank
$190,020
Avg per participant Above avg balance/head
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Official DOL plan name: Harborone 401(k) Plan · Sponsored by Harborone Bank · Massachusetts · Finance & Insurance

$79M in assets, 418 participants

Harborone Bank's Harborone 401(k) Plan reported $79M in total assets and 418 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,985 in Finance & Insurance (9,261 peers)

Where Harborone 401(k) Plan sits by assets

Harborone 401(k) Plan sits in the top 10% of all filed plans by assets, $79M for 418 participants (~$190,020/participant), down 13.8% in 2022.

#7,985
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harborone 401(k) Plan's outsized position by total assets

Harborone 401(k) Plan vs every filed plan by assets

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

$79,428,302 Top 9% higher than 91% 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 401(k) 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 401(k) Plan sits mid-pack in the medium band (418 participants).

Published 5500 schedule card

Filing strip 041123040 · Harborone Bank PY 2022 · 401(k)

Harborone 401(k) Plan · $79M · 418 · 91st

  • NET $79M
  • NET 418
  • NET 91st
  • NET 401(k)
  • NET near Enghouse Interactive 401(k) Plan
  • NET ind #7985

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 Massachusetts →

Harborone 401(k) Plan in the asset neighbourhood

Harborone 401(k) Plan$79MEnghouse Interactive 401(k) PlanEnghouse Interactive 401(k) …$79MRiviana Foods Inc. Savings Plan and TrustRiviana Foods Inc. Savings P…$79MTbc Retail 401(k) Plan$79MNilfisk Group U.S. 401(k) Retirement PlanNilfisk Group U.S. 401(k) Re…$79M
End-of-year total assets ($M) among Harborone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$79M
Net Income-$13M
Employer EIN041123040
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harborone Bank)

Sponsor-wide plan assets over time

All Harborone Bank plans reported in each filing year

Latest sponsor-wide plan assets
$133M 7.039176208171491% vs 2022
2024 filing year
$130M$135M$140M$145M 202220232024 $143M $133M ▼ -7.0%
Year Plans Participants Total Assets
2022 2 756 $143M
2023 2 783 $133M
2024 2 758 $133M

Nearby 401(k) Plans in Massachusetts

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

Harborone 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Harborone 401(k) Plan, Total assets ($B): 0.079428302 · Participants: 418Harborone 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Harborone 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harborone 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Enghouse Interactive 401(k) Plan in AZ ($79M); by covered participants it is Hci Group, Inc. 401(k) Profit Sharing Plan in FL (418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (418 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 401(k) Plan assets move in 2022? ▼
Harborone 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $92M to $79M. Reported net income was -$13M.
How have Harborone Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harborone Bank's sponsor-wide assets declined 7.0%, from $143M to $133M.
Where does Harborone 401(k) Plan rank by assets among Form 5500 filers? ▼
Harborone 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Harborone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enghouse Interactive 401(k) Plan in AZ ($79M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Harborone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hci Group, Inc. 401(k) Profit Sharing Plan in FL (418 participants, $16M 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 041123040.

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.