401(k) · DOL Form 5500 · 2023

Harbor Group Inc. 401(k) Plan

Data updated 2026-08-11

$113M
Total assets
1,168
Participants
92nd
Percentile by assets
$96,947
Avg per participant
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Official DOL plan name: Harbor Group Inc. 401(k) Plan · Sponsored by Harbor Group Inc. · Iowa · Construction

$113M in assets, 1,168 participants

Harbor Group Inc.'s Harbor Group Inc. 401(k) Plan reported $113M in total assets and 1,168 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #8,166 in Construction (9,030 peers)

Where Harbor Group Inc. 401(k) Plan sits by assets

Harbor Group Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $113M for 1,168 participants (~$96,947/participant), up 23.7% in 2023.

$113M
total plan assets (2023 EOY)
1,168
covered participants
92nd
percentile by assets (of 127,072 plans)
$96,947
avg assets per participant

Where Harbor Group Inc. 401(k) Plan sits by total assets

Harbor Group Inc. 401(k) Plan vs every filed plan by assets

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

$113,234,425 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbor Group Inc. 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Harbor Group Inc. 401(k) Plan end-of-year assets rose from $92M in the plan year 2022 filing to $113M in the plan year 2023 filing.
  • Harbor Group Inc. 401(k) Plan reported participants rose from 1,107 in the plan year 2022 filing to 1,168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Iowa
Industry
Construction

Harbor Group Inc. 401(k) Plan vs the 2023 asset distribution

By assets, Harbor Group Inc. 401(k) Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$113M
Net Income$22M
Employer EIN421492435
Plan Effective Date1971-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Group Inc.)

$80M$100M$120M$140M$160M 202220232024 $91.6M $142M ▲ +54.6%
Total plan assets by year, all Harbor Group Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,107 $92M
2023 1 1,168 $113M
2024 1 1,356 $142M

Nearby 401(k) Plans in Iowa

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

Harbor Group Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Harbor Group Inc. 40…, Total assets ($B): 0.113234425 · Participants: 1168Harbor Group Inc. 40…The Principal Select…, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select…Iowa Health System S…, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affil…The Rsm US LLP Retir…, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retir…Transamerica 401(k) …, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) …
Harbor Group Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Harbor Group Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Harbor Group Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Harbor Group Inc. 401(k) Plan assets move in 2023? ▼
Harbor Group Inc. 401(k) Plan grew sharply - up 23.7% during 2023, from $92M to $113M. Reported net income was $22M.
How have Harbor Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Group Inc.'s sponsor-wide assets grew 54.6%, from $92M to $142M.
Where does Harbor Group Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Harbor Group Inc. 401(k) Plan ranks in the 92nd 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 Harbor Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Parr Company 401(k) Savings and Profit Sharing Plan in OR ($113M, 1,449 participants).

Next read for Harbor Group Inc. 401(k) Plan

Scale reading

Ways to act on Harbor Group Inc. 401(k) Plan's numbers.

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 421492435.

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.