401(k) · DOL Form 5500 · 2022

Harmony Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
97
Participants Small participant base
35th
Percentile by assets National rank
$23,098
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harmony Foundation, Inc. 401(k) Plan · Sponsored by Harmony Foundation, Inc. · Colorado · Other Services

$2M in assets, 97 participants

Harmony Foundation, Inc.'s Harmony Foundation, Inc. 401(k) Plan reported $2M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,890 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Harmony Foundation, Inc. 401(k) Plan ranks #4,890 of 8,398 2022 filers by assets (896% of the sector average)-$2M for 97 participants.

#4,890
in Other Services (8,398 peers)
-23.0%
assets change YoY

The plan reported a net loss of $671K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harmony Foundation, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Harmony Foundation, Inc. 401(k) Plan vs every filed plan by assets

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

$2,240,527 35th percentile higher than 35% 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

Harmony Foundation, Inc. 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. Harmony Foundation, Inc. 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 840594732 · Harmony Foundation, Inc. PY 2022 · 401(k)

Harmony Foundation, Inc. 401(k) Plan · $2M · 97 · 35th

  • SCH $2M
  • EBSA 97
  • PART 35th
  • TYPE 401(k)
  • NET near Bick Corporation Employees 401(k) Plan
  • BOOK ind #4890

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 Colorado →

Harmony Foundation, Inc. 401(k) Plan in the asset neighbourhood

Harmony Foundation, Inc. 401(k) PlanHarmony Foundation, Inc. 401…$2MBick Corporation Employees 401(k) PlanBick Corporation Employees 4…$2MPioneer Square Brands Inc. 401(k) PlanPioneer Square Brands Inc. 4…$2MNational Link, L.P. Retirement Savings PlanNational Link, L.P. Retireme…$2MWeddings on the Water, Inc. Retirement PlanWeddings on the Water, Inc. …$2M
End-of-year total assets ($M) among Harmony Foundation, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$671K
Employer EIN840594732
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harmony Foundation, Inc.)

Sponsor-wide plan assets over time

All Harmony Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.4055621735422068% vs 2022
2023 filing year
$2.23M$2.24M$2.25M$2.26M$2.27M$2.28M 20222023 $2.24M $2.27M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 97 $2M
2023 1 84 $2M

Nearby 401(k) Plans in Colorado

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

Harmony Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Harmony Foundation, Inc. 401(k) Plan, Total assets ($B): 0.002240527 · Participants: 97Harmony Foundation, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Harmony Foundation, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Harmony Foundation, Inc. 401(k) Plan side-by-side with 3 peers →

Harmony Foundation, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Bick Corporation Employees 401(k) Plan in TX ($2M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Harmony Foundation, Inc. 401(k) Plan assets move in 2022? ▼
Harmony Foundation, Inc. 401(k) Plan declined sharply - down 23.0% during 2022, from $3M to $2M. Reported net income was -$671K.
How have Harmony Foundation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Harmony Foundation, Inc.'s sponsor-wide assets grew 1.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Harmony Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bick Corporation Employees 401(k) Plan in TX ($2M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Harmony Foundation, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 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 840594732.

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.