Other · DOL Form 5500 · 2022
Harbor Health Services, Inc. Retirement Plan
Data updated 2026-08-11
- $32M
- Total assets
- 541
- Participants
- 84th
- Percentile by assets
- $59,992
- Avg per participant
Official DOL plan name: Harbor Health Services, Inc. 403(b) Plan · Sponsored by Harbor Health Services, Inc. · Massachusetts · Healthcare & Social Assistance
$32M in assets, 541 participants
Harbor Health Services, Inc.'s Harbor Health Services, Inc. 403(b) Plan reported $32M in total assets and 541 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 139,126 plans)
- #17,313 in Healthcare & Social Assistance (20,060 peers)
Where Harbor Health Services, Inc. 403(b) Plan sits by assets
Harbor Health Services, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $32M for 541 participants (~$59,992/participant), down 18.8% in 2022.
- $32M
- total plan assets (2022 EOY)
- 541
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $59,992
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harbor Health Services, Inc. 403(b) Plan vs the 2022 asset distribution
By assets, Harbor Health Services, Inc. 403(b) Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$8M |
| Employer EIN | 237100550 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harbor Health Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 541 | $32M |
| 2023 | 1 | 554 | $39M |
| 2024 | 1 | 597 | $45M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Harbor Health Services, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to Harbor Health Services, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Harbor Health Services, Inc. 403(b) Plan assets move in 2022? ▼
How have Harbor Health Services, Inc. plan assets changed over time? ▼
Where does Harbor Health Services, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Harbor Health Services, Inc. 403(b) Plan? ▼
Next read for Harbor Health Services, Inc. 403(b) Plan
Scale reading
Ways to act on Harbor Health Services, Inc. 403(b) Plan's numbers.
- By total assets, Harbor Health Services, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Harbor Health Services, Inc.'s sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans