401(k) · DOL Form 5500 · 2023

Harwood Lloyd, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
63
Participants Small participant base
80th
Percentile by assets National rank
$491,471
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harwood Lloyd Profit Sharing/401(k) Plan · Sponsored by Harwood Lloyd, LLC · New Jersey · Professional & Technical Services

$31M in assets, 63 participants

Harwood Lloyd, LLC's Harwood Lloyd Profit Sharing/401(k) Plan reported $31M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,301 in Professional & Technical Services (20,321 peers)

Where Harwood Lloyd Profit Sharing/401(k) Plan sits by assets

Harwood Lloyd Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 63 participants (~$491,471/participant), up 8.3% in 2023.

#16,301
in Professional & Technical Services (20,321 peers)
+8.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Harwood Lloyd Profit Sharing/401(k) Plan's outsized position by total assets

Harwood Lloyd Profit Sharing/401(k) Plan vs every filed plan by assets

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

$30,962,672 Top 20% higher than 80% 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

Harwood Lloyd Profit Sharing/401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harwood Lloyd Profit Sharing/401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harwood Lloyd Profit Sharing/401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Harwood Lloyd Profit Sharing/401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Harwood Lloyd Profit Sharing/401(k) Plan reported participants fell from 65 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 221969658 · Harwood Lloyd, LLC PY 2023 · 401(k)

Harwood Lloyd Profit Sharing/401(k) Plan · $31M · 63 · 80th

  • TYPE $31M
  • TYPE 63
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust
  • TYPE ind #16301

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Harwood Lloyd Profit Sharing/401(k) Plan in the asset neighbourhood

Midwest Bankcentre Employees 401(k) PlanMidwest Bankcentre Employees…$31MHarwood Lloyd Profit Sharing/401(k) PlanHarwood Lloyd Profit Sharing…$31MUsfalcon, Inc. 401(k) Profit Sharing Plan & TrustUsfalcon, Inc. 401(k) Profit…$31MBanco Do Brasil Employee Retirement PlanBanco Do Brasil Employee Ret…$31MLanddesign, Inc. 401(k) Retirement PlanLanddesign, Inc. 401(k) Reti…$31M
End-of-year total assets ($M) among Harwood Lloyd Profit Sharing/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)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN221969658
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harwood Lloyd, LLC)

Sponsor-wide plan assets over time

All Harwood Lloyd, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 17.723756186871515% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $28.6M $33.6M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 65 $29M
2023 1 63 $31M
2024 1 67 $34M

Nearby 401(k) Plans in New Jersey

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

Harwood Lloyd Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Harwood Lloyd Profit Sharing/401(k) Plan, Total assets ($B): 0.030962672 · Participants: 63Harwood Lloyd Profit Sharing/401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Harwood Lloyd Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Harwood Lloyd Profit Sharing/401(k) Plan side-by-side with 3 peers →

Harwood Lloyd Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust in NC ($31M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Harwood Lloyd Profit Sharing/401(k) Plan assets move in 2023? ▼
Harwood Lloyd Profit Sharing/401(k) Plan grew at a solid clip - up 8.3% during 2023, from $29M to $31M. Reported net income was $2M.
How have Harwood Lloyd, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harwood Lloyd, LLC's sponsor-wide assets grew 17.7%, from $29M to $34M.
Where does Harwood Lloyd Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Harwood Lloyd Profit Sharing/401(k) Plan ranks in the 80th 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 Harwood Lloyd Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust in NC ($31M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Harwood Lloyd Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 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 221969658.

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.