401(k) · DOL Form 5500 · 2022

Harwood Lloyd, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
65
Participants Small participant base
82nd
Percentile by assets National rank
$439,641
Avg per participant High balance/head
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Official DOL plan name: Harwood Lloyd Profit Sharing/401(k) Plan · Sponsored by Harwood Lloyd, LLC · New Jersey · Professional & Technical Services

$29M in assets, 65 participants

Harwood Lloyd, LLC's Harwood Lloyd Profit Sharing/401(k) Plan reported $29M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,843 in Professional & Technical Services (21,562 peers)

Where Harwood Lloyd Profit Sharing/401(k) Plan sits by assets

Harwood Lloyd Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 65 participants (~$439,641/participant), down 24.5% in 2022.

#17,843
in Professional & Technical Services (21,562 peers)
-24.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harwood Lloyd Profit Sharing/401(k) Plan's outsized position by total assets

Harwood Lloyd Profit Sharing/401(k) Plan vs every filed plan by assets

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

$28,576,640 Top 18% higher than 82% 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

Harwood Lloyd Profit Sharing/401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harwood Lloyd Profit Sharing/401(k) Plan is a small filing (65 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 221969658 · Harwood Lloyd, LLC PY 2022 · 401(k)

Harwood Lloyd Profit Sharing/401(k) Plan · $29M · 65 · 82nd

  • PCT $29M
  • EIN 65
  • RANK 82nd
  • PHOTO 401(k)
  • IND near The Guidance Center Employees' 401(k) Trust
  • EOY ind #17843

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Harwood Lloyd Profit Sharing/401(k) Plan in the asset neighbourhood

Harwood Lloyd Profit Sharing/401(k) PlanHarwood Lloyd Profit Sharing…$29MThe Guidance Center Employees' 401(k) TrustThe Guidance Center Employee…$29MHasco 401(k) Plan and Trust$29MCreative & Response Research Services, Inc. Eps and 401(k) PlanCreative & Response Research…$29MSchaedler Yesco Distribution Inc. 401(k) PlanSchaedler Yesco Distribution…$29M
End-of-year total assets ($M) among Harwood Lloyd Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$29M
Net Income-$9M
Employer EIN221969658
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harwood Lloyd, LLC)

Sponsor-wide plan assets over time

All Harwood Lloyd, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 17.723756186871515% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $28.6M $33.6M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 65 $29M
2023 1 63 $31M
2024 1 67 $34M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Harwood Lloyd Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Harwood Lloyd Profit Sharing/401(k) Plan, Total assets ($B): 0.02857664 · Participants: 65Harwood Lloyd Profit Sharing/401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Harwood Lloyd Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Harwood Lloyd Profit Sharing/401(k) Plan side-by-side with 3 peers →

Harwood Lloyd Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Guidance Center Employees' 401(k) Trust in MI ($29M); by covered participants it is Lwbj, LLP 401(k) Plan in IA (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Harwood Lloyd Profit Sharing/401(k) Plan assets move in 2022? ▼
Harwood Lloyd Profit Sharing/401(k) Plan declined sharply - down 24.5% during 2022, from $38M to $29M. Reported net income was -$9M.
How have Harwood Lloyd, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harwood Lloyd, LLC's sponsor-wide assets grew 17.7%, from $29M to $34M.
Where does Harwood Lloyd Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Harwood Lloyd Profit Sharing/401(k) Plan ranks in the 82nd 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 401(k) plans are similar in size to Harwood Lloyd Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Guidance Center Employees' 401(k) Trust in MI ($29M, 525 participants).
Which 401(k) plans cover a similar participant headcount to Harwood Lloyd Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lwbj, LLP 401(k) Plan in IA (65 participants, N/A 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 221969658.

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.