401(k) · DOL Form 5500 · 2022

Harbert Management Corporation 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
227
Participants Below avg headcount
92nd
Percentile by assets National rank
$356,331
Avg per participant High balance/head
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Official DOL plan name: Harbert Retirement Plan · Sponsored by Harbert Management Corporation · Alabama · Finance & Insurance

$81M in assets, 227 participants

Harbert Management Corporation's Harbert Retirement Plan reported $81M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,004 in Finance & Insurance (9,261 peers)

Where Harbert Retirement Plan sits by assets

Harbert Retirement Plan sits in the top 10% of all filed plans by assets, $81M for 227 participants (~$356,331/participant), down 19.8% in 2022.

#8,004
in Finance & Insurance (9,261 peers)
-19.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harbert Retirement Plan's outsized position by total assets

Harbert Retirement Plan vs every filed plan by assets

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

$80,887,168 Top 8% higher than 92% 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

Harbert Retirement 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. Harbert Retirement Plan sits mid-pack in the medium band (227 participants).

EBSA filing schedule strip

Filing strip 631105435 · Harbert Management Corporation PY 2022 · 401(k)

Harbert Retirement Plan · $81M · 227 · 92nd

  • EIN $81M
  • RANK 227
  • PHOTO 92nd
  • IND 401(k)
  • EOY near Townsquare Media, Inc. 401(k) Plan
  • 5500 ind #8004

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 Finance & Insurance retirement plans → · Plans in Alabama →

Harbert Retirement Plan in the asset neighbourhood

Harbert Retirement Plan$81MTownsquare Media, Inc. 401(k) PlanTownsquare Media, Inc. 401(k…$81MEnsign United States Drilling Inc. 401(k) Profit Sharing PlanEnsign United States Drillin…$81MChr. Hansen Investment and Retirement PlanChr. Hansen Investment and R…$81MM. H. Logistics Corporation 401(k) Retirement & Savings PlanM. H. Logistics Corporation …$81M
End-of-year total assets ($M) among Harbert Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$81M
Net Income-$20M
Employer EIN631105435
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbert Management Corporation)

Sponsor-wide plan assets over time

All Harbert Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$109M 34.34451679653316% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $80.9M $109M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 227 $81M
2023 1 236 $97M
2024 1 238 $109M

Nearby 401(k) Plans in Alabama

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

Harbert Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Harbert Retirement Plan, Total assets ($B): 0.080887168 · Participants: 227Harbert Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Harbert Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Harbert Retirement Plan side-by-side with 3 peers →

Harbert Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Townsquare Media, Inc. 401(k) Plan in NY ($81M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Harbert Retirement Plan assets move in 2022? ▼
Harbert Retirement Plan declined sharply - down 19.8% during 2022, from $101M to $81M. Reported net income was -$20M.
How have Harbert Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbert Management Corporation's sponsor-wide assets grew 34.3%, from $81M to $109M.
Where does Harbert Retirement Plan rank by assets among Form 5500 filers? ▼
Harbert Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Harbert Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Townsquare Media, Inc. 401(k) Plan in NY ($81M, 2,060 participants).
Which 401(k) plans cover a similar participant headcount to Harbert Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M 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 631105435.

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.