401(k) · DOL Form 5500 · 2023

Harmony Insurance Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$391K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$195,745
Avg per participant Above avg balance/head
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Official DOL plan name: Harmony Insurance Advisors, Inc. Retirement Plan · Sponsored by Harmony Insurance Advisors, Inc. · Colorado · Finance & Insurance

$391K in assets, 2 participants

Harmony Insurance Advisors, Inc.'s Harmony Insurance Advisors, Inc. Retirement Plan reported $391K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

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

Harmony Insurance Advisors, Inc. multi-year trail

Harmony Insurance Advisors, Inc.'s plans moved +62.0% in assets from 2022 to 2024; this filing shows Harmony Insurance Advisors, Inc. Retirement Plan at $391K / 2 participants.

#830
in Finance & Insurance (8,869 peers)
+20.7%
assets growth YoY

Harmony Insurance Advisors, Inc. Retirement Plan among the smaller filed plans by assets

Harmony Insurance Advisors, Inc. Retirement Plan vs every filed plan by assets

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

$391,490 16th percentile higher than 16% 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

Harmony Insurance Advisors, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harmony Insurance Advisors, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harmony Insurance Advisors, Inc. Retirement Plan reported net income rose from -$33K in the plan year 2022 filing to $67K in the plan year 2023 filing.
  • Harmony Insurance Advisors, Inc. Retirement Plan end-of-year assets rose from $324K in the plan year 2022 filing to $391K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841960853 · Harmony Insurance Advisors, Inc. PY 2023 · 401(k)

Harmony Insurance Advisors, Inc. Retirement Plan · $391K · 2 · 16th

  • EOY $391K
  • EOY 2
  • EOY 16th
  • EOY 401(k)
  • EOY near Nehi Consulting, Inc. 401(k) Profit Sharing Plan
  • EOY ind #830

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 Colorado →

Harmony Insurance Advisors, Inc. Retirement Plan in the asset neighbourhood

Harmony Insurance Advisors, Inc. Retirement PlanHarmony Insurance Advisors, …$391KNehi Consulting, Inc. 401(k) Profit Sharing PlanNehi Consulting, Inc. 401(k)…$391KThe Platinum Group Management Inc 401(k) PlanThe Platinum Group Managemen…$392KVilla Buena 401(k)$392KWatty, Inc. 401(k) Profit Sharing PlanWatty, Inc. 401(k) Profit Sh…$391K
End-of-year total assets ($M) among Harmony Insurance Advisors, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Harmony Insurance Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Harmony Insurance Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$525K 61.958180355309764% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.32M $0.53M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 2 $324K
2023 1 2 $391K
2024 1 2 $525K

Harmony Insurance Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)$324K
Net Assets (End of Year)$391K
Net Income$67K
Employer EIN841960853
Plan Effective Date2019-06-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Harmony Insurance Advisors, Inc. Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Harmony Insurance Advisors, Inc. Retirement Plan, Total assets ($B): 0.00039149 · Participants: 2Harmony Insurance Advisors, Inc. Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Harmony Insurance Advisors, Inc. Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Harmony Insurance Advisors, Inc. Retirement Plan side-by-side with 3 peers →

Harmony Insurance Advisors, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Nehi Consulting, Inc. 401(k) Profit Sharing Plan in FL ($391K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($391K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Harmony Insurance Advisors, Inc. Retirement Plan assets move in 2023? ▼
Harmony Insurance Advisors, Inc. Retirement Plan grew sharply - up 20.7% during 2023, from $324K to $391K. Reported net income was $67K.
How have Harmony Insurance Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harmony Insurance Advisors, Inc.'s sponsor-wide assets grew 62.0%, from $324K to $525K.
Where does Harmony Insurance Advisors, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Harmony Insurance Advisors, Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Harmony Insurance Advisors, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nehi Consulting, Inc. 401(k) Profit Sharing Plan in FL ($391K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Harmony Insurance Advisors, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 841960853.

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.