401(k) · DOL Form 5500 · 2022
Harvard Club of Boston 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $96,800
- Avg per participant Below avg balance/head
Official DOL plan name: Harvard Club of Boston 401(k) Plan · Sponsored by Harvard Club of Boston · Massachusetts · Other Services
$3M in assets, 34 participants
Harvard Club of Boston's Harvard Club of Boston 401(k) Plan reported $3M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #5,335 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Harvard Club of Boston 401(k) Plan ranks #5,335 of 8,398 2022 filers by assets (610% of the sector average)-$3M for 34 participants.
- #5,335
- in Other Services (8,398 peers)
- -29.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harvard Club of Boston 401(k) Plan's mid-pack asset rank among Other Services and all filers
Harvard Club of Boston 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,291,207 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Harvard Club of Boston 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. Harvard Club of Boston 401(k) Plan is a small filing (34 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 041423320 · Harvard Club of Boston PY 2022 · 401(k)
Harvard Club of Boston 401(k) Plan · $3M · 34 · 42nd
- BOY $3M
- BOY 34
- BOY 42nd
- BOY 401(k)
- BOY near Adagio Health, Inc. 403(b) Plan
- BOY ind #5335
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 Massachusetts →
Harvard Club of Boston 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 041423320 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvard Club of Boston)
Sponsor-wide plan assets over time
All Harvard Club of Boston plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 49.95189598739822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 147 | $12M |
| 2023 | 3 | 211 | $4M |
| 2024 | 2 | 130 | $6M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Harvard Club of Boston 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Adagio Health, Inc. 403(b) Plan in PA ($3M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Adagio Health, Inc. 403(b) Plan (PA) $3M · 251
- Flathead Industries 401(k) Retirement Plan & Trust (MT) $3M · 113
- Edaptive Computing, Inc. Savings Plan (OH) $3M · 106
- Zultys Inc. 401(k) Plan (CA) $3M · 75
Similar participant headcount
Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.
- Taylor Automotive Group 401(k) Plan (TN) 34 · 0 off
- Bachmann Industries, Inc. 401(k) Plan (PA) 34 · 0 off
- Coral Color Process, Ltd 401(k) Plan (NY) 34 · 0 off
- Eye Physicians & Surgeons Ltd Profit-Sharing Plan (PA) 34 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.