Other · DOL Form 5500 · 2022
John Harbut Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $990,962
- Avg per participant High balance/head
Official DOL plan name: John Harbut Serp · Sponsored by John Harbut · Connecticut · Healthcare & Social Assistance
$3M in assets, 3 participants
John Harbut's John Harbut Serp reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #8,762 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
John Harbut Serp pulled back noticeably 13.6% in 2022 ($3M → $3M) for 3 participants.
- #8,762
- in Healthcare & Social Assistance (20,060 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $468K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
John Harbut Serp's mid-pack asset rank among Healthcare & Social Assistance and all filers
John Harbut Serp vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,972,887 40th percentile higher than 40% 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
John Harbut Serp among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Harbut Serp is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 061082257 · John Harbut PY 2022 · Other
John Harbut Serp · $3M · 3 · 40th
- ASSETS $3M
- ASSETS 3
- ASSETS 40th
- ASSETS Other
- ASSETS near Trinity Youth Services 403(b) Plan
- ASSETS ind #8762
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 Connecticut →
John Harbut Serp in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$468K |
| Employer EIN | 061082257 |
| Plan Effective Date | 1985-12-31 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
John Harbut Serp's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Trinity Youth Services 403(b) Plan in CA ($3M); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.