401(k) · DOL Form 5500 · 2022

Harris Beach PLLC 401(k) Plan

Data updated 2026-08-25

$170M
Total assets Near avg plan size
384
Participants Below avg headcount
95th
Percentile by assets National rank
$442,190
Avg per participant High balance/head
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Official DOL plan name: Harris Beach 401(k) Profit Sharing Plan · Sponsored by Harris Beach PLLC · New York · Professional & Technical Services

$170M in assets, 384 participants

Harris Beach PLLC's Harris Beach 401(k) Profit Sharing Plan reported $170M in total assets and 384 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #20,739 in Professional & Technical Services (21,562 peers)

Coverage in New York

Harris Beach 401(k) Profit Sharing Plan covers 384 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $170M.

#20,739
in Professional & Technical Services (21,562 peers)
-21.5%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harris Beach 401(k) Profit Sharing Plan's outsized position by total assets

Harris Beach 401(k) Profit Sharing Plan vs every filed plan by assets

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

$169,800,991 Top 5% higher than 95% 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

Harris Beach 401(k) Profit Sharing 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. Harris Beach 401(k) Profit Sharing Plan sits mid-pack in the medium band (384 participants).

Plan-year Form 5500 strip

Filing strip 841623836 · Harris Beach PLLC PY 2022 · 401(k)

Harris Beach 401(k) Profit Sharing Plan · $170M · 384 · 95th

  • VS-ST $170M
  • VS-ST 384
  • VS-ST 95th
  • VS-ST 401(k)
  • VS-ST near Zekelman Industries Employees 401(k) and Pension Plan
  • VS-ST ind #20739

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 Professional & Technical Services retirement plans → · Plans in New York →

Harris Beach 401(k) Profit Sharing Plan in the asset neighbourhood

Zekelman Industries Employees 401(k) and Pension PlanZekelman Industries Employee…$170MHarris Beach 401(k) Profit Sharing PlanHarris Beach 401(k) Profit S…$170MBottomline Technologies 401(k) PlanBottomline Technologies 401(…$170MRetirement Savings Plan for Seaboard CorporationRetirement Savings Plan for …$170M1life Healthcare, Inc. 401(k) Plan1life Healthcare, Inc. 401(k…$170M
End-of-year total assets ($M) among Harris Beach 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$170M
Net Income-$46M
Employer EIN841623836
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harris Beach PLLC)

Sponsor-wide plan assets over time

All Harris Beach PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$211M 24.353519821330135% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $170M $211M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 384 $170M
2023 1 458 $197M
2024 1 451 $211M

Nearby 401(k) Plans in New York

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

Harris Beach 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Harris Beach 401(k) Profit Sharing Plan, Total assets ($B): 0.169800991 · Participants: 384Harris Beach 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Harris Beach 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Harris Beach 401(k) Profit Sharing Plan side-by-side with 3 peers →

Harris Beach 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Zekelman Industries Employees 401(k) and Pension Plan in IL ($170M); by covered participants it is Educational Playcare, Inc. 401(k) Plan in CT (384 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($170M here).

Similar participant headcount

Nearest other-state filings by covered participants (384 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 Harris Beach 401(k) Profit Sharing Plan assets move in 2022? ▼
Harris Beach 401(k) Profit Sharing Plan declined sharply - down 21.5% during 2022, from $216M to $170M. Reported net income was -$46M.
How have Harris Beach PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris Beach PLLC's sponsor-wide assets grew 24.4%, from $170M to $211M.
Where does Harris Beach 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Harris Beach 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Harris Beach 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zekelman Industries Employees 401(k) and Pension Plan in IL ($170M, 1,323 participants).
Which 401(k) plans cover a similar participant headcount to Harris Beach 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Educational Playcare, Inc. 401(k) Plan in CT (384 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 841623836.

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.