Other · DOL Form 5500 · 2022

Harbor Health Services, Inc. Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
541
Participants Below avg headcount
84th
Percentile by assets National rank
$59,992
Avg per participant Low balance/head
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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.

  • #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.

#17,313
in Healthcare & Social Assistance (20,060 peers)
-18.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

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's outsized position by total assets

Harbor Health Services, Inc. 403(b) Plan vs every filed plan by assets

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

$32,455,910 Top 16% higher than 84% 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

Harbor Health Services, Inc. 403(b) 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. Harbor Health Services, Inc. 403(b) Plan sits mid-pack in the medium band (541 participants).

DOL schedule card

Filing strip 237100550 · Harbor Health Services, Inc. PY 2022 · Other

Harbor Health Services, Inc. 403(b) Plan · $32M · 541 · 84th

  • PCT $32M
  • PCT 541
  • PCT 84th
  • PCT Other
  • PCT near Woodbury University 403(b) Retirement Plan for Employees
  • PCT ind #17313

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Harbor Health Services, Inc. 403(b) Plan in the asset neighbourhood

June Shelton School and Evaluation Center 403(b) DC and Tda PlanJune Shelton School and Eval…$32MGuideposts Retirement Savings PlanGuideposts Retirement Saving…$32MHarbor Health Services, Inc. 403(b) PlanHarbor Health Services, Inc.…$32MWoodbury University 403(b) Retirement Plan for EmployeesWoodbury University 403(b) R…$32MAmerican Geophysical Union Retirement PlanAmerican Geophysical Union R…$32M
End-of-year total assets ($M) among Harbor Health Services, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$32M
Net Income-$8M
Employer EIN237100550
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Health Services, Inc.)

Sponsor-wide plan assets over time

All Harbor Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 39.1340899084327% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.5M $45.2M ▲ +39.1%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Harbor Health Services, Inc. 403(b) Plan, Total assets ($B): 0.03245591 · Participants: 541Harbor Health Services, Inc. 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Harbor Health Services, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Harbor Health Services, Inc. 403(b) Plan side-by-side with 3 peers →

Harbor Health Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Woodbury University 403(b) Retirement Plan for Employees in CA ($32M); by covered participants it is Lynn University Defined Contribution Retirement Plan in FL (541 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (541 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 Harbor Health Services, Inc. 403(b) Plan assets move in 2022? ▼
Harbor Health Services, Inc. 403(b) Plan declined sharply - down 18.8% during 2022, from $40M to $32M. Reported net income was -$8M.
How have Harbor Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Health Services, Inc.'s sponsor-wide assets grew 39.1%, from $32M to $45M.
Where does Harbor Health Services, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Harbor Health Services, Inc. 403(b) Plan ranks in the 84th 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 Other plans are similar in size to Harbor Health Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Woodbury University 403(b) Retirement Plan for Employees in CA ($32M, 203 participants).
Which Other plans cover a similar participant headcount to Harbor Health Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lynn University Defined Contribution Retirement Plan in FL (541 participants, $70M 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 237100550.

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.