401(k) · DOL Form 5500 · 2023
Harborone Bank 401(k) Plan
Data updated 2026-08-11
- $79M
- Total assets
- 442
- Participants
- 90th
- Percentile by assets
- $179,727
- Avg per participant
Official DOL plan name: Harborone 401(k) Plan · Sponsored by Harborone Bank · Massachusetts · Finance & Insurance
$79M in assets, 442 participants
Harborone Bank's Harborone 401(k) Plan reported $79M in total assets and 442 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #7,446 in Finance & Insurance (8,869 peers)
Where Harborone 401(k) Plan sits by assets
Harborone 401(k) Plan sits in the top 10% of all filed plans by assets, $79M for 442 participants (~$179,727/participant), up 0.0% in 2023.
- $79M
- total plan assets (2023 EOY)
- 442
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $179,727
- avg assets per participant
Where Harborone 401(k) Plan sits by total assets
Harborone 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,439,463 Top 10% higher than 90% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harborone 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Harborone 401(k) Plan reported participants rose from 418 in the plan year 2022 filing to 442 in the plan year 2023 filing.
Harborone 401(k) Plan vs the 2023 asset distribution
By assets, Harborone 401(k) Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $1M |
| Employer EIN | 041123040 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harborone Bank)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 756 | $143M |
| 2023 | 2 | 783 | $133M |
| 2024 | 2 | 758 | $133M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Harborone 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Harborone 401(k) Plan assets move in 2023? ▼
How have Harborone Bank plan assets changed over time? ▼
Where does Harborone 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Harborone 401(k) Plan? ▼
Next read for Harborone 401(k) Plan
Scale reading
Ways to act on Harborone 401(k) Plan's numbers.
- By total assets, Harborone 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Harborone Bank's sponsor-wide assets have declined 7.0% since 2022 across 3 plan years on file. More Finance & Insurance plans