Other · DOL Form 5500 · 2022

Harbor, Inc. Retirement Plan

Data updated 2026-08-11

$17M
Total assets
435
Participants
74th
Percentile by assets
$38,558
Avg per participant
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Official DOL plan name: Harbor 403(b) Plan · Sponsored by Harbor, Inc. · Ohio · Healthcare & Social Assistance

$17M in assets, 435 participants

Harbor, Inc.'s Harbor 403(b) Plan reported $17M in total assets and 435 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 139,126 plans)
  • #15,785 in Healthcare & Social Assistance (20,060 peers)

Harbor, Inc. multi-year trail

Harbor, Inc.'s plans moved +26.9% in assets from 2022 to 2024; this filing shows Harbor 403(b) Plan at $17M / 435 participants.

$17M
total plan assets (2022 EOY)
435
covered participants
74th
percentile by assets (of 139,126 plans)
$38,558
avg assets per participant

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.

Where Harbor 403(b) Plan sits by total assets

Harbor 403(b) Plan vs every filed plan by assets

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

$16,772,620 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Harbor, Inc. across 3 plan years on file

Across the 3 plan years Harbor, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $21M, a gain of 26.9%, while reported participants moved from 435 to 504 (+15.9%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($17M).

Harbor, Inc. multi-year asset trail

$16M$18M$20M$22M 202220232024 $16.8M $21.3M ▲ +26.9%
Total plan assets by year, all Harbor, Inc. plans on file
Year Plans Participants Total Assets
2022 1 435 $17M
2023 1 494 $19M
2024 1 504 $21M

Harbor, Inc. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN344434924
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Harbor 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Harbor 403(b) Plan, Total assets ($B): 0.01677262 · Participants: 435Harbor 403(b) PlanCleveland Clinic Sav…, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Sav…Ohiohealth Retiremen…, Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retiremen…Faculty and Key Admi…, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Admi…University Hospitals…, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals…Children's Hospital …, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital …
Harbor 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Harbor 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Harbor 403(b) Plan assets move in 2022?
Harbor 403(b) Plan pulled back noticeably - down 12.9% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Harbor, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Harbor, Inc.'s sponsor-wide assets grew 26.9%, from $17M to $21M.
Which Other plans are similar in size to Harbor 403(b) Plan?
Among Other plans in other states, the closest by assets is Beverly Hospital Employees' Retirement Plan in CA ($17M, 208 participants).

Multi-year trail

Ways to act on Harbor 403(b) Plan's numbers.