401(k) · DOL Form 5500 · 2023

Harborone Bank 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
442
Participants Below avg headcount
90th
Percentile by assets National rank
$179,727
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,446
in Finance & Insurance (8,869 peers)
+0.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Harborone 401(k) Plan's outsized position 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

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

Harborone 401(k) 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. Harborone 401(k) Plan sits mid-pack in the medium band (442 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 041123040 · Harborone Bank PY 2023 · 401(k)

Harborone 401(k) Plan · $79M · 442 · 90th

  • RANK $79M
  • PHOTO 442
  • IND 90th
  • EOY 401(k)
  • 5500 near Lightbox Employer, L.L.C. Retirement Plan
  • ASSETS ind #7446

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 Massachusetts →

Harborone 401(k) Plan in the asset neighbourhood

Urology Healthcare Group, Inc. 401(k)/Profit Sharing PlanUrology Healthcare Group, In…$79MMount Olive Pickle Company, Inc. Profit Sharing and Savings PlanMount Olive Pickle Company, …$79MHarborone 401(k) Plan$79MLightbox Employer, L.L.C. Retirement PlanLightbox Employer, L.L.C. Re…$79MThe Cheesecake Factory Incorporated 401(k) PlanThe Cheesecake Factory Incor…$79M
End-of-year total assets ($M) among Harborone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$79M
Net Income$1M
Employer EIN041123040
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harborone Bank)

Sponsor-wide plan assets over time

All Harborone Bank plans reported in each filing year

Latest sponsor-wide plan assets
$133M 7.039176208171491% vs 2022
2024 filing year
$130M$135M$140M$145M 202220232024 $143M $133M ▼ -7.0%
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.

Harborone 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Harborone 401(k) Plan, Total assets ($B): 0.079439463 · Participants: 442Harborone 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Harborone 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harborone 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Lightbox Employer, L.L.C. Retirement Plan in CT ($79M); by covered participants it is Westcor Companies 401(k) Plan in NV (442 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (442 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 Harborone 401(k) Plan assets move in 2023? ▼
Harborone 401(k) Plan held essentially flat - up 0.0% during 2023, from $79M to $79M. Reported net income was $1M.
How have Harborone Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harborone Bank's sponsor-wide assets declined 7.0%, from $143M to $133M.
Where does Harborone 401(k) Plan rank by assets among Form 5500 filers? ▼
Harborone 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Harborone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lightbox Employer, L.L.C. Retirement Plan in CT ($79M, 534 participants).
Which 401(k) plans cover a similar participant headcount to Harborone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westcor Companies 401(k) Plan in NV (442 participants, $687K 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 041123040.

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.