Other · DOL Form 5500 · 2023

Harbor Health Services, Inc. Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
554
Participants Below avg headcount
83rd
Percentile by assets National rank
$71,070
Avg per participant Below avg balance/head
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Official DOL plan name: Harbor Health Services, Inc. 403(b) Plan · Sponsored by Harbor Health Services, Inc. · Massachusetts · Healthcare & Social Assistance

$39M in assets, 554 participants

Harbor Health Services, Inc.'s Harbor Health Services, Inc. 403(b) Plan reported $39M in total assets and 554 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,102 in Healthcare & Social Assistance (17,684 peers)

Where Harbor Health Services, Inc. 403(b) Plan sits by assets

Harbor Health Services, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $39M for 554 participants (~$71,070/participant), up 21.3% in 2023.

#15,102
in Healthcare & Social Assistance (17,684 peers)
+21.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Harbor Health Services, Inc. 403(b) Plan's outsized position by total assets

Harbor Health Services, Inc. 403(b) Plan vs every filed plan by assets

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

$39,372,950 Top 17% higher than 83% 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

Harbor Health Services, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Health Services, Inc. 403(b) Plan sits mid-pack in the medium band (554 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbor Health Services, Inc. 403(b) Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Harbor Health Services, Inc. 403(b) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Harbor Health Services, Inc. 403(b) Plan reported participants rose from 541 in the plan year 2022 filing to 554 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237100550 · Harbor Health Services, Inc. PY 2023 · Other

Harbor Health Services, Inc. 403(b) Plan · $39M · 554 · 83rd

  • EIN $39M
  • EIN 554
  • EIN 83rd
  • EIN Other
  • EIN near Community Research Foundation Retirement Savings Plan
  • EIN ind #15102

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Harbor Health Services, Inc. 403(b) Plan in the asset neighbourhood

Piedmont Health Services, Inc Retirement PlanPiedmont Health Services, In…$39MHarbor Health Services, Inc. 403(b) PlanHarbor Health Services, Inc.…$39MCommunity Research Foundation Retirement Savings PlanCommunity Research Foundatio…$39M403(b) Retirement Plan of Lifecare Medical Center403(b) Retirement Plan of Li…$39MMoorings Park Institute, Inc. Tax Sheltered Retirement Annuity PlanMoorings Park Institute, Inc…$39M
End-of-year total assets ($M) among Harbor Health Services, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN237100550
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Health Services, Inc.)

Sponsor-wide plan assets over time

All Harbor Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 39.1340899084327% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.5M $45.2M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 541 $32M
2023 1 554 $39M
2024 1 597 $45M

Nearby Other Plans in Massachusetts

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

Harbor Health Services, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Harbor Health Services, Inc. 403(b) Plan, Total assets ($B): 0.03937295 · Participants: 554Harbor Health Services, Inc. 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Harbor Health Services, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Harbor Health Services, Inc. 403(b) Plan side-by-side with 3 peers →

Harbor Health Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Community Research Foundation Retirement Savings Plan in CA ($39M); by covered participants it is Tax Sheltered Annuity Plan of Denver Zoological Foundation in CO (554 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (554 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 Harbor Health Services, Inc. 403(b) Plan assets move in 2023? ▼
Harbor Health Services, Inc. 403(b) Plan grew sharply - up 21.3% during 2023, from $32M to $39M. Reported net income was $7M.
How have Harbor Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Health Services, Inc.'s sponsor-wide assets grew 39.1%, from $32M to $45M.
Where does Harbor Health Services, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Harbor Health Services, Inc. 403(b) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Harbor Health Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Community Research Foundation Retirement Savings Plan in CA ($39M, 986 participants).
Which Other plans cover a similar participant headcount to Harbor Health Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Sheltered Annuity Plan of Denver Zoological Foundation in CO (554 participants, $28M 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 237100550.

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.