401(k) · DOL Form 5500 · 2023

Harbor Group Inc. 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
1,168
Participants Near avg headcount
92nd
Percentile by assets National rank
$96,947
Avg per participant Below avg balance/head
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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.

  • #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.

#8,166
in Construction (9,030 peers)
+23.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Harbor Group Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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

Harbor Group Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Group Inc. 401(k) Plan lands in the large band (1,168 participants).

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 →

Plan-year Form 5500 strip

Filing strip 421492435 · Harbor Group Inc. PY 2023 · 401(k)

Harbor Group Inc. 401(k) Plan · $113M · 1,168 · 92nd

  • PCT $113M
  • PCT 1,168
  • PCT 92nd
  • PCT 401(k)
  • PCT near The Parr Company 401(k) Savings and Profit Sharing Plan
  • PCT ind #8166

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 Construction retirement plans → · Plans in Iowa →

Harbor Group Inc. 401(k) Plan in the asset neighbourhood

Swbmg 401(k) Plan$113MThe Parr Company 401(k) Savings and Profit Sharing PlanThe Parr Company 401(k) Savi…$113MHarbor Group Inc. 401(k) Plan$113MHighwoods Properties 401(k) Retirement PlanHighwoods Properties 401(k) …$113MUniversity of Louisville Physicians, Inc. Profit Sharing PlanUniversity of Louisville Phy…$113M
End-of-year total assets ($M) among Harbor Group Inc. 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)$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.)

Sponsor-wide plan assets over time

All Harbor Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$142M 54.572297328099694% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $91.6M $142M ▲ +54.6%
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 ($B) Participants Harbor Group Inc. 401(k) Plan, Total assets ($B): 0.113234425 · Participants: 1168Harbor Group Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
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 →

Harbor Group Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Parr Company 401(k) Savings and Profit Sharing Plan in OR ($113M); by covered participants it is Big-D 401(k) Build Plan in UT (1,168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($113M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,168 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 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).
Which 401(k) plans cover a similar participant headcount to Harbor Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big-D 401(k) Build Plan in UT (1,168 participants, $95M 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 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.