401(k) · DOL Form 5500 · 2022

Harrogate Incorporated 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
215
Participants Below avg headcount
51st
Percentile by assets National rank
$23,628
Avg per participant Low balance/head
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Official DOL plan name: Harrogate Employees Annuity Plan · Sponsored by Harrogate Incorporated · New Jersey · Healthcare & Social Assistance

$5M in assets, 215 participants

Harrogate Incorporated's Harrogate Employees Annuity Plan reported $5M in total assets and 215 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #11,348 in Healthcare & Social Assistance (20,060 peers)

Coverage in New Jersey

Harrogate Employees Annuity Plan covers 215 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $5M.

#11,348
in Healthcare & Social Assistance (20,060 peers)
-13.6%
assets change YoY

The plan reported a net loss of $800K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harrogate Employees Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Harrogate Employees Annuity Plan vs every filed plan by assets

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

$5,080,024 Top 49% higher than 51% 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

Harrogate Employees Annuity 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. Harrogate Employees Annuity Plan sits mid-pack in the medium band (215 participants).

Published 5500 schedule card

Filing strip 222919029 · Harrogate Incorporated PY 2022 · 401(k)

Harrogate Employees Annuity Plan · $5M · 215 · 51st

  • ASSETS $5M
  • ASSETS 215
  • ASSETS 51st
  • ASSETS 401(k)
  • ASSETS near Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #11348

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 New Jersey →

Harrogate Employees Annuity Plan in the asset neighbourhood

Harrogate Employees Annuity PlanHarrogate Employees Annuity …$5MChappell, Smith & Arden, PA 401(k) Profit Sharing Plan & TrustChappell, Smith & Arden, PA …$5MFishbowl, Inc. Dba Personica 401(k) PlanFishbowl, Inc. Dba Personica…$5MCharlotte Mechanical, LLC 401(k) Profit Sharing PlanCharlotte Mechanical, LLC 40…$5MBest Friends Pet Care, Inc. 401(k) Retirement PlanBest Friends Pet Care, Inc. …$5M
End-of-year total assets ($M) among Harrogate Employees Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$800K
Employer EIN222919029
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harrogate Incorporated)

Sponsor-wide plan assets over time

All Harrogate Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$6M 21.736747700404564% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.08M $6.18M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 215 $5M
2023 1 220 $6M
2024 1 218 $6M

Nearby 401(k) Plans in New Jersey

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

Harrogate Employees Annuity Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Harrogate Employees Annuity Plan, Total assets ($B): 0.005080024 · Participants: 215Harrogate Employees Annuity 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
Harrogate Employees Annuity Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Harrogate Employees Annuity Plan side-by-side with 3 peers →

Harrogate Employees Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust in SC ($5M); by covered participants it is Gault Energy Retirement Plan in CT (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Harrogate Employees Annuity Plan assets move in 2022? ▼
Harrogate Employees Annuity Plan pulled back noticeably - down 13.6% during 2022, from $6M to $5M. Reported net income was -$800K.
How have Harrogate Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harrogate Incorporated's sponsor-wide assets grew 21.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Harrogate Employees Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chappell, Smith & Arden, PA 401(k) Profit Sharing Plan & Trust in SC ($5M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Harrogate Employees Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gault Energy Retirement Plan in CT (215 participants, $12M 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 222919029.

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.