Other · DOL Form 5500 · 2022

Harbor, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
435
Participants Below avg headcount
74th
Percentile by assets National rank
$38,558
Avg per participant Low balance/head
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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.

  • #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.

#15,785
in Healthcare & Social Assistance (20,060 peers)
-12.9%
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.

Harbor 403(b) Plan's outsized position 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 $2,050,000,000 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

Harbor 403(b) 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. Harbor 403(b) Plan sits mid-pack in the medium band (435 participants).

Form 5500 schedule snapshot

Filing strip 344434924 · Harbor, Inc. PY 2022 · Other

Harbor 403(b) Plan · $17M · 435 · 74th

  • NET $17M
  • BOOK 435
  • VS-ST 74th
  • BOY Other
  • SCH near Beverly Hospital Employees' Retirement Plan
  • EBSA ind #15785

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 Ohio →

Harbor 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Cooke School and Institute403(b) Thrift Plan of Cooke …$17MDC Preparatory Academy 403(b) Retirement PlanDC Preparatory Academy 403(b…$17M401(k) Profit Sharing Plan for Employees of Navajo Engineering and Construction Authority401(k) Profit Sharing Plan f…$17MHarbor 403(b) Plan$17MBeverly Hospital Employees' Retirement PlanBeverly Hospital Employees' …$17M
End-of-year total assets ($M) among Harbor 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Harbor, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Harbor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 26.895774184355215% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.8M $21.3M ▲ +26.9%
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 Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Harbor 403(b) Plan vs. nearby Other plans in Ohio, assets vs. participants

Harbor 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Beverly Hospital Employees' Retirement Plan in CA ($17M); by covered participants it is Starbridge Services, Inc. 403(b) Plan in NY (435 participants). Same-state nearby plans are listed separately above.

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 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).
Which Other plans cover a similar participant headcount to Harbor 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Starbridge Services, Inc. 403(b) Plan in NY (435 participants, $5M in assets).