401(k) · DOL Form 5500 · 2022

Harold Brothers Mechanical Contractors, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
286
Participants Below avg headcount
72nd
Percentile by assets National rank
$51,619
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harold Brothers Mechanical 401(k) Plan · Sponsored by Harold Brothers Mechanical Contractors, Inc. · Massachusetts · Other Services

$15M in assets, 286 participants

Harold Brothers Mechanical Contractors, Inc.'s Harold Brothers Mechanical 401(k) Plan reported $15M in total assets and 286 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,072 in Other Services (8,398 peers)

Coverage in Massachusetts

Harold Brothers Mechanical 401(k) Plan covers 286 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#7,072
in Other Services (8,398 peers)
-10.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harold Brothers Mechanical 401(k) Plan's outsized position by total assets

Harold Brothers Mechanical 401(k) Plan vs every filed plan by assets

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

$14,763,095 Top 28% higher than 72% 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

Harold Brothers Mechanical 401(k) 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. Harold Brothers Mechanical 401(k) Plan sits mid-pack in the medium band (286 participants).

DOL schedule card

Filing strip 263189470 · Harold Brothers Mechanical Contractors, Inc. PY 2022 · 401(k)

Harold Brothers Mechanical 401(k) Plan · $15M · 286 · 72nd

  • NET $15M
  • BOOK 286
  • VS-ST 72nd
  • BOY 401(k)
  • SCH near Crystal Window and Door System 401(k) Profit Sharing Plan & Trust
  • EBSA ind #7072

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 Other Services retirement plans → · Plans in Massachusetts →

Harold Brothers Mechanical 401(k) Plan in the asset neighbourhood

Harold Brothers Mechanical 401(k) PlanHarold Brothers Mechanical 4…$15MCrystal Window and Door System 401(k) Profit Sharing Plan & TrustCrystal Window and Door Syst…$15MMid America Overseas Inc 401(k) Profit Sharing Plan & TrustMid America Overseas Inc 401…$15MUmansky Automotive Group Profit Sharing and Employee Savings PlanUmansky Automotive Group Pro…$15MWellspace Health 401(k) Retirement Savings PlanWellspace Health 401(k) Reti…$15M
End-of-year total assets ($M) among Harold Brothers Mechanical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN263189470
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harold Brothers Mechanical Contractors, Inc.)

Sponsor-wide plan assets over time

All Harold Brothers Mechanical Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 53.50416020488928% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.8M $22.7M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 286 $15M
2023 1 300 $18M
2024 1 287 $23M

Nearby 401(k) Plans in Massachusetts

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

Harold Brothers Mechanical 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Harold Brothers Mechanical 401(k) Plan, Total assets ($B): 0.014763095 · Participants: 286Harold Brothers Mechanical 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Harold Brothers Mechanical 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harold Brothers Mechanical 401(k) Plan side-by-side with 3 peers →

Harold Brothers Mechanical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Crystal Window and Door System 401(k) Profit Sharing Plan & Trust in NY ($15M); by covered participants it is Ua Gulf Coast District Council Retirement Savings in LA (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Harold Brothers Mechanical 401(k) Plan assets move in 2022? ▼
Harold Brothers Mechanical 401(k) Plan pulled back noticeably - down 10.1% during 2022, from $16M to $15M. Reported net income was -$2M.
How have Harold Brothers Mechanical Contractors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harold Brothers Mechanical Contractors, Inc.'s sponsor-wide assets grew 53.5%, from $15M to $23M.
Which 401(k) plans are similar in size to Harold Brothers Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crystal Window and Door System 401(k) Profit Sharing Plan & Trust in NY ($15M, 577 participants).
Which 401(k) plans cover a similar participant headcount to Harold Brothers Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ua Gulf Coast District Council Retirement Savings in LA (286 participants, $182K 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 263189470.

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.