401(k) · DOL Form 5500 · 2022

Harborone Bank 401(k) Plan

Data updated 2026-08-11

$79M
Total assets
418
Participants
91st
Percentile by assets
$190,020
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$79M
total plan assets (2022 EOY)
418
covered participants
91st
percentile by assets (of 139,126 plans)
$190,020
avg assets per participant

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.

Where Harborone 401(k) Plan sits 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 $2,010,000,000 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

State
Massachusetts
Industry
Finance & Insurance

Harborone 401(k) Plan vs the 2022 asset distribution

By assets, Harborone 401(k) Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

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)

$130M$135M$140M$145M 202220232024 $143M $133M ▼ -7.0%
Total plan assets by year, all Harborone Bank plans on file
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 …, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Instit…Philips North Americ…, Total assets ($B): 5.180251859 · Participants: 19750Philips North Americ…Boston Scientific Co…, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Co…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Harborone 401(k) Plan by total assets, not by location.

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).

Next read for Harborone 401(k) Plan

Scale reading

Ways to act on Harborone 401(k) Plan's numbers.

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.