ESOP · DOL Form 5500 · 2022

Harborone Bank ESOP

Data updated 2026-08-25

$63M
Total assets Below avg plan size
338
Participants Below avg headcount
90th
Percentile by assets National rank
$186,723
Avg per participant Above avg balance/head
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Official DOL plan name: Harborone Bank Employee Stock Ownership Plan · Sponsored by Harborone Bank · Massachusetts · Finance & Insurance

$63M in assets, 338 participants

Harborone Bank's Harborone Bank Employee Stock Ownership Plan reported $63M in total assets and 338 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,741 in Finance & Insurance (9,261 peers)

Where Harborone Bank Employee Stock Ownership Plan sits by assets

Harborone Bank Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $63M for 338 participants (~$186,723/participant), down 6.6% in 2022.

#7,741
in Finance & Insurance (9,261 peers)
-6.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harborone Bank Employee Stock Ownership Plan's outsized position by total assets

Harborone Bank Employee Stock Ownership Plan vs every filed plan by assets

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

$63,112,369 Top 10% higher than 90% 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 Bank Employee Stock Ownership 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 Bank Employee Stock Ownership Plan sits mid-pack in the medium band (338 participants).

Plan-year Form 5500 strip

Filing strip 041123040 · Harborone Bank PY 2022 · ESOP

Harborone Bank Employee Stock Ownership Plan · $63M · 338 · 90th

  • VS-ST $63M
  • BOY 338
  • SCH 90th
  • EBSA ESOP
  • PART near Engeo Incorporated Employee Stock Ownership Plan
  • TYPE ind #7741

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 What is an ESOP? → · Plans in Massachusetts →

Harborone Bank Employee Stock Ownership Plan in the asset neighbourhood

Metron, Inc. Employee Stock Ownership Plan and TrustMetron, Inc. Employee Stock …$63MC. E. Niehoff & Co. Employee Stock Ownership PlanC. E. Niehoff & Co. Employee…$63MHarborone Bank Employee Stock Ownership PlanHarborone Bank Employee Stoc…$63MEngeo Incorporated Employee Stock Ownership PlanEngeo Incorporated Employee …$63MTriton Employee Stock Ownership PlanTriton Employee Stock Owners…$63M
End-of-year total assets ($M) among Harborone Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$34M
Net Income-$3M
Employer EIN041123040
Plan Effective Date2016-01-01
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 ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Harborone Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 0100200300400500600 Total assets ($M) Participants Harborone Bank Employee Stock Ownership Plan, Total assets ($M): 63.112369 · Participants: 338Harborone Bank Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Harborone Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Harborone Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Harborone Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Engeo Incorporated Employee Stock Ownership Plan in CA ($63M); by covered participants it is Hpm Building Supply Employee Stock Ownership Plan in HI (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Bank Employee Stock Ownership Plan assets move in 2022? ▼
Harborone Bank Employee Stock Ownership Plan pulled back noticeably - down 6.6% during 2022, from $68M to $63M. Reported net income was -$3M.
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 Bank Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Harborone Bank Employee Stock Ownership Plan ranks in the 90th 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 ESOP plans are similar in size to Harborone Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Engeo Incorporated Employee Stock Ownership Plan in CA ($63M, 233 participants).
Which ESOP plans cover a similar participant headcount to Harborone Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hpm Building Supply Employee Stock Ownership Plan in HI (338 participants, $83M 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.