401(k) · DOL Form 5500 · 2023

Harleysville Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
103
Participants Small participant base
75th
Percentile by assets National rank
$217,773
Avg per participant Above avg balance/head
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Official DOL plan name: Harleysville Bank 401(k) Plan · Sponsored by Harleysville Bank · Pennsylvania · Finance & Insurance

$22M in assets, 103 participants

Harleysville Bank's Harleysville Bank 401(k) Plan reported $22M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,493 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Harleysville Bank 401(k) Plan covers 103 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#5,493
in Finance & Insurance (8,869 peers)
+9.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Harleysville Bank 401(k) Plan's outsized position by total assets

Harleysville Bank 401(k) Plan vs every filed plan by assets

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

$22,430,630 Top 25% higher than 75% 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

Harleysville Bank 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. Harleysville Bank 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harleysville Bank 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Harleysville Bank 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Harleysville Bank 401(k) Plan reported participants fell from 112 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 230672875 · Harleysville Bank PY 2023 · 401(k)

Harleysville Bank 401(k) Plan · $22M · 103 · 75th

  • VS-ST $22M
  • BOY 103
  • SCH 75th
  • EBSA 401(k)
  • PART near Hopkins & Huebner 401(k) Profit Sharing Plan
  • TYPE ind #5493

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 Pennsylvania →

Harleysville Bank 401(k) Plan in the asset neighbourhood

Harleysville Bank 401(k) Plan$22MHopkins & Huebner 401(k) Profit Sharing PlanHopkins & Huebner 401(k) Pro…$22MJagemann Stamping Co. 401(k) Retirement Savings Plan and TrustJagemann Stamping Co. 401(k)…$22MDyopath 401(k) Savings Plan 003Dyopath 401(k) Savings Plan …$22MNeurospine Center of Wisconsin, S.C. 401(k) Profit Sharing PlanNeurospine Center of Wiscons…$22M
End-of-year total assets ($M) among Harleysville Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN230672875
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harleysville Bank)

Sponsor-wide plan assets over time

All Harleysville Bank plans reported in each filing year

Latest sponsor-wide plan assets
$25M 21.866577170759218% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.4M $24.9M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 112 $20M
2023 1 103 $22M
2024 1 110 $25M

Nearby 401(k) Plans in Pennsylvania

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

Harleysville Bank 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Harleysville Bank 401(k) Plan, Total assets ($B): 0.02243063 · Participants: 103Harleysville Bank 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Harleysville Bank 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Harleysville Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Hopkins & Huebner 401(k) Profit Sharing Plan in IA ($22M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Harleysville Bank 401(k) Plan assets move in 2023? ▼
Harleysville Bank 401(k) Plan grew at a solid clip - up 9.8% during 2023, from $20M to $22M. Reported net income was $2M.
How have Harleysville Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harleysville Bank's sponsor-wide assets grew 21.9%, from $20M to $25M.
Where does Harleysville Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Harleysville Bank 401(k) Plan ranks in the 75th 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 401(k) plans are similar in size to Harleysville Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hopkins & Huebner 401(k) Profit Sharing Plan in IA ($22M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Harleysville Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants, N/A 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 230672875.

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.