Other · DOL Form 5500 · 2023

Harbor School Retirement Plan

Data updated 2026-08-25

$138K
Total assets Small plan by assets
19
Participants Small participant base
8th
Percentile by assets National rank
$7,256
Avg per participant Low balance/head
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Official DOL plan name: The Harbor School 403(b) Tda Plan - #358480 · Sponsored by Harbor School · Washington · Educational Services

$138K in assets, 19 participants

Harbor School's The Harbor School 403(b) Tda Plan - #358480 reported $138K in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #238 in Educational Services (3,735 peers)

Harbor School multi-year trail

Harbor School's plans moved +54.1% in assets from 2022 to 2024; this filing shows The Harbor School 403(b) Tda Plan - #358480 at $138K / 19 participants.

#238
in Educational Services (3,735 peers)
+43.5%
assets growth YoY

The Harbor School 403(b) Tda Plan - #358480 among the smaller filed plans by assets

The Harbor School 403(b) Tda Plan - #358480 vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$137,870 8th percentile higher than 8% of 127,068 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 2023

The Harbor School 403(b) Tda Plan - #358480 among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Harbor School 403(b) Tda Plan - #358480 is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Harbor School 403(b) Tda Plan - #358480 reported net income rose from -$2K in the plan year 2022 filing to $42K in the plan year 2023 filing.
  • The Harbor School 403(b) Tda Plan - #358480 end-of-year assets rose from $96K in the plan year 2022 filing to $138K in the plan year 2023 filing.
  • The Harbor School 403(b) Tda Plan - #358480 reported participants rose from 18 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911678808 · Harbor School PY 2023 · Other

The Harbor School 403(b) Tda Plan - #358480 · $138K · 19 · 8th

  • EIN $138K
  • EIN 19
  • EIN 8th
  • EIN Other
  • EIN near Neal E. Donahue Cpa Inc Retirement Plan
  • EIN ind #238

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 Educational Services retirement plans → · Plans in Washington →

The Harbor School 403(b) Tda Plan - #358480 in the asset neighbourhood

Morgan County System of Services, Inc. Deferred Compensation PlanMorgan County System of Serv…$145KThe Harbor School 403(b) Tda Plan - #358480The Harbor School 403(b) Tda…$138KShebesta Group Savings Plan$144KNeal E. Donahue Cpa Inc Retirement PlanNeal E. Donahue Cpa Inc Reti…$134KVirginia Resources Recyled 401(k)Virginia Resources Recyled 4…$131K
End-of-year total assets ($M) among The Harbor School 403(b) Tda Plan - #358480 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Harbor School multi-year asset trail

Sponsor-wide plan assets over time

All Harbor School plans reported in each filing year

Latest sponsor-wide plan assets
$581K 54.1427695606825% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.38M $0.58M ▲ +52.6%
Year Plans Participants Total Assets
2022 2 36 $377K
2023 2 38 $466K
2024 2 36 $581K

Harbor School filing trail (2023)

Total Assets (Beginning of Year)$96K
Net Assets (End of Year)$138K
Net Income$42K
Employer EIN911678808
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

The Harbor School 403(b) Tda Plan - #358480 vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants The Harbor School 403(b) Tda Plan - #358480, Total assets ($B): 0.00013787 · Participants: 19The Harbor School 403(b) Tda Plan - #358480A Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
The Harbor School 403(b) Tda Plan - #358480 vs. nearby Other plans in Washington, assets vs. participants
Compare The Harbor School 403(b) Tda Plan - #358480 side-by-side with 3 peers →

The Harbor School 403(b) Tda Plan - #358480's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Neal E. Donahue Cpa Inc Retirement Plan in VA ($134K); by covered participants it is Science Technology Corporation @ U N M Defined Contribution Plan in NM (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Harbor School 403(b) Tda Plan - #358480 assets move in 2023? ▼
The Harbor School 403(b) Tda Plan - #358480 surged - up 43.5% during 2023, from $96K to $138K. Reported net income was $42K.
How have Harbor School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor School's sponsor-wide assets grew 54.1%, from $377K to $581K.
Where does The Harbor School 403(b) Tda Plan - #358480 rank by assets among Form 5500 filers? ▼
The Harbor School 403(b) Tda Plan - #358480 ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to The Harbor School 403(b) Tda Plan - #358480? ▼
Among Other plans in other states, the closest by assets is Neal E. Donahue Cpa Inc Retirement Plan in VA ($134K, 1 participant).
Which Other plans cover a similar participant headcount to The Harbor School 403(b) Tda Plan - #358480? ▼
Among Other plans in other states, the closest by covered participants is Science Technology Corporation @ U N M Defined Contribution Plan in NM (19 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911678808.

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.