401(k) · DOL Form 5500 · 2022

Harborstone Credit Union 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
255
Participants Below avg headcount
87th
Percentile by assets National rank
$170,190
Avg per participant Above avg balance/head
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Official DOL plan name: Harborstone Credit Union Employee Retirement Savings Plan · Sponsored by Harborstone Credit Union · Washington · Finance & Insurance

$43M in assets, 255 participants

Harborstone Credit Union's Harborstone Credit Union Employee Retirement Savings Plan reported $43M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,289 in Finance & Insurance (9,261 peers)

Coverage in Washington

Harborstone Credit Union Employee Retirement Savings Plan covers 255 participants in Washington, about 17% of the average Washington filer (state average ~1,476 per filing). Assets: $43M.

#7,289
in Finance & Insurance (9,261 peers)
-18.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harborstone Credit Union Employee Retirement Savings Plan's outsized position by total assets

Harborstone Credit Union Employee Retirement Savings Plan vs every filed plan by assets

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

$43,398,353 Top 13% higher than 87% 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

Harborstone Credit Union Employee Retirement Savings 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. Harborstone Credit Union Employee Retirement Savings Plan sits mid-pack in the medium band (255 participants).

DOL schedule card

Filing strip 910659059 · Harborstone Credit Union PY 2022 · 401(k)

Harborstone Credit Union Employee Retirement Savings Plan · $43M · 255 · 87th

  • BOY $43M
  • SCH 255
  • EBSA 87th
  • PART 401(k)
  • TYPE near Hollander Sleep Products, LLC Retirement and Savings Plan
  • NET ind #7289

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 Washington →

Harborstone Credit Union Employee Retirement Savings Plan in the asset neighbourhood

Pagerduty 401(k) Plan$43MSbera 401(k) Plan as Adopted by Bristol County Savings BankSbera 401(k) Plan as Adopted…$43MHarborstone Credit Union Employee Retirement Savings PlanHarborstone Credit Union Emp…$43MHollander Sleep Products, LLC Retirement and Savings PlanHollander Sleep Products, LL…$43MThe Salary Thrift Savings Plan for Employees of Lapham-Hickey Steel CorpThe Salary Thrift Savings Pl…$43M
End-of-year total assets ($M) among Harborstone Credit Union Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$43M
Net Income-$10M
Employer EIN910659059
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harborstone Credit Union)

Sponsor-wide plan assets over time

All Harborstone Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$54M 24.94342354420685% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.4M $54.2M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 255 $43M
2023 1 277 $47M
2024 1 268 $54M

Nearby 401(k) Plans in Washington

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

Harborstone Credit Union Employee Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Harborstone Credit Union Employee Retirement Savings Plan, Total assets ($B): 0.043398353 · Participants: 255Harborstone Credit Union Employee Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Harborstone Credit Union Employee Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Harborstone Credit Union Employee Retirement Savings Plan side-by-side with 3 peers →

Harborstone Credit Union Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Hollander Sleep Products, LLC Retirement and Savings Plan in FL ($43M); by covered participants it is Lincoln Manufacturing 401(k) Plan in TX (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Harborstone Credit Union Employee Retirement Savings Plan assets move in 2022? ▼
Harborstone Credit Union Employee Retirement Savings Plan declined sharply - down 18.4% during 2022, from $53M to $43M. Reported net income was -$10M.
How have Harborstone Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harborstone Credit Union's sponsor-wide assets grew 24.9%, from $43M to $54M.
Where does Harborstone Credit Union Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Harborstone Credit Union Employee Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Harborstone Credit Union Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hollander Sleep Products, LLC Retirement and Savings Plan in FL ($43M, 908 participants).
Which 401(k) plans cover a similar participant headcount to Harborstone Credit Union Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lincoln Manufacturing 401(k) Plan in TX (255 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 910659059.

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.