401(k) · DOL Form 5500 · 2023
Harvard Club of Boston 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $76,774
- Avg per participant Below avg balance/head
Official DOL plan name: Harvard Club of Boston 401(k) Plan · Sponsored by Harvard Club of Boston · Massachusetts · Other Services
$4M in assets, 48 participants
Harvard Club of Boston's Harvard Club of Boston 401(k) Plan reported $4M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #4,878 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Harvard Club of Boston 401(k) Plan ranks #4,878 of 7,857 2023 filers by assets (545% of the sector average)-$4M for 48 participants.
- #4,878
- in Other Services (7,857 peers)
- +12.0%
- assets growth YoY
Harvard Club of Boston 401(k) Plan's mid-pack asset rank among Other Services and all filers
Harvard Club of Boston 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,685,149 39th percentile higher than 39% 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
Harvard Club of Boston 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. Harvard Club of Boston 401(k) Plan is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harvard Club of Boston 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $394K in the plan year 2023 filing.
- Harvard Club of Boston 401(k) Plan reported participants rose from 34 in the plan year 2022 filing to 48 in the plan year 2023 filing.
- Harvard Club of Boston 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 041423320 · Harvard Club of Boston PY 2023 · 401(k)
Harvard Club of Boston 401(k) Plan · $4M · 48 · 39th
- BOOK $4M
- BOOK 48
- BOOK 39th
- BOOK 401(k)
- BOOK near Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico
- BOOK ind #4878
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 Other Services retirement plans → · Plans in Massachusetts →
Harvard Club of Boston 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $394K |
| Employer EIN | 041423320 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvard Club of Boston)
Sponsor-wide plan assets over time
All Harvard Club of Boston plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 49.95189598739822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 147 | $12M |
| 2023 | 3 | 211 | $4M |
| 2024 | 2 | 130 | $6M |
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
Harvard Club of Boston 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Emerson Electric Co. Savings Investment Plan for Employees in Puerto Rico in MO ($4M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
- Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) 48 · 0 off
- Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan (MI) 48 · 0 off
- Bitovi 401(k) Plan and Trust (IL) 48 · 0 off
- Neal and Harwell Profit Sharing Plan (TN) 48 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.