401(k) · DOL Form 5500 · 2022
Harmonic Drive LLC 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $153,075
- Avg per participant Above avg balance/head
Official DOL plan name: Savings Plan of Harmonic Drive LLC · Sponsored by Harmonic Drive LLC · Massachusetts · Manufacturing
$24M in assets, 154 participants
Harmonic Drive LLC's Savings Plan of Harmonic Drive LLC reported $24M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #14,687 in Manufacturing (20,602 peers)
Coverage in Massachusetts
Savings Plan of Harmonic Drive LLC covers 154 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $24M.
- #14,687
- in Manufacturing (20,602 peers)
- -13.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Savings Plan of Harmonic Drive LLC's outsized position by total assets
Savings Plan of Harmonic Drive LLC vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,573,613 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Savings Plan of Harmonic Drive LLC 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. Savings Plan of Harmonic Drive LLC sits mid-pack in the medium band (154 participants).
DOL schedule card
Filing strip 203942105 · Harmonic Drive LLC PY 2022 · 401(k)
Savings Plan of Harmonic Drive LLC · $24M · 154 · 80th
- ASSETS $24M
- ASSETS 154
- ASSETS 80th
- ASSETS 401(k)
- ASSETS near Charleston Oncology, PA 401(k) Profit Sharing Plan
- ASSETS ind #14687
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 Manufacturing retirement plans → · Plans in Massachusetts →
Savings Plan of Harmonic Drive LLC in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$4M |
| Employer EIN | 203942105 |
| Plan Effective Date | 2006-03-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harmonic Drive LLC)
Sponsor-wide plan assets over time
All Harmonic Drive LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 14.186578018397094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $24M |
| 2023 | 1 | 194 | $25M |
| 2024 | 1 | 206 | $27M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Savings Plan of Harmonic Drive LLC's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Charleston Oncology, PA 401(k) Profit Sharing Plan in SC ($24M); by covered participants it is Kenna Security, Inc. 401(k) Plan in CA (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Kenna Security, Inc. 401(k) Plan (CA) 154 · 0 off
- Eagle River Capital 401(k) Plan (CO) 154 · 0 off
- Nextcapital Group Retirement Plan (IL) 154 · 0 off
- Partners in Care 401(k) P/S Plan (FL) 154 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.