401(k) · DOL Form 5500 · 2023

Harte-Hanks, Inc. 401(k) Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
1,047
Participants Near avg headcount
93rd
Percentile by assets National rank
$136,810
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harte Hanks Investment Plus · Sponsored by Harte-Hanks, Inc. · Massachusetts · Professional & Technical Services

$143M in assets, 1,047 participants

Harte-Hanks, Inc.'s Harte Hanks Investment Plus reported $143M in total assets and 1,047 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,209 in Professional & Technical Services (20,321 peers)

Where Harte Hanks Investment Plus sits by assets

Harte Hanks Investment Plus sits in the top 10% of all filed plans by assets, $143M for 1,047 participants (~$136,810/participant), up 6.6% in 2023.

#19,209
in Professional & Technical Services (20,321 peers)
+6.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Harte Hanks Investment Plus's outsized position by total assets

Harte Hanks Investment Plus vs every filed plan by assets

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

$143,240,388 Top 7% higher than 93% 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

Harte Hanks Investment Plus'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. Harte Hanks Investment Plus lands in the large band (1,047 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harte Hanks Investment Plus reported net income rose from -$42M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Harte Hanks Investment Plus reported participants fell from 3,468 in the plan year 2022 filing to 1,047 in the plan year 2023 filing.
  • Harte Hanks Investment Plus end-of-year assets rose from $134M in the plan year 2022 filing to $143M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 741677284 · Harte-Hanks, Inc. PY 2023 · 401(k)

Harte Hanks Investment Plus · $143M · 1,047 · 93rd

  • BOOK $143M
  • VS-ST 1,047
  • BOY 93rd
  • SCH 401(k)
  • EBSA near Driscoll's 401(k) Employee Savings Plan
  • PART ind #19209

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 Massachusetts →

Harte Hanks Investment Plus in the asset neighbourhood

Cystic Fibrosis Foundation 401(k) PlanCystic Fibrosis Foundation 4…$143MWalbridge Profit Sharing 401(k) PlanWalbridge Profit Sharing 401…$143MDriscoll's 401(k) Employee Savings PlanDriscoll's 401(k) Employee S…$143MHarte Hanks Investment Plus$143MPennoni Associates Inc. 401(k)/Profit Sharing PlanPennoni Associates Inc. 401(…$143M
End-of-year total assets ($M) among Harte Hanks Investment Plus and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$143M
Net Income$9M
Employer EIN741677284
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harte-Hanks, Inc.)

Sponsor-wide plan assets over time

All Harte-Hanks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$180M 24.692125659514883% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $239M $180M ▼ -24.7%
Year Plans Participants Total Assets
2022 3 3,500 $239M
2023 3 1,077 $248M
2024 3 1,079 $180M

Nearby 401(k) Plans in Massachusetts

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

Harte Hanks Investment Plus vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Harte Hanks Investment Plus, Total assets ($B): 0.143240388 · Participants: 1047Harte Hanks Investment PlusFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Harte Hanks Investment Plus vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harte Hanks Investment Plus side-by-side with 3 peers →

Harte Hanks Investment Plus's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Driscoll's 401(k) Employee Savings Plan in CA ($143M); by covered participants it is Modern Woodmen of America Employees' Savings Plan in IL (1,047 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($143M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,047 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 Harte Hanks Investment Plus assets move in 2023? ▼
Harte Hanks Investment Plus grew at a solid clip - up 6.6% during 2023, from $134M to $143M. Reported net income was $9M.
How have Harte-Hanks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harte-Hanks, Inc.'s sponsor-wide assets declined 24.7%, from $239M to $180M.
Where does Harte Hanks Investment Plus rank by assets among Form 5500 filers? ▼
Harte Hanks Investment Plus ranks in the 93rd 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 Harte Hanks Investment Plus? ▼
Among 401(k) plans in other states, the closest by assets is Driscoll's 401(k) Employee Savings Plan in CA ($143M, 997 participants).
Which 401(k) plans cover a similar participant headcount to Harte Hanks Investment Plus? ▼
Among 401(k) plans in other states, the closest by covered participants is Modern Woodmen of America Employees' Savings Plan in IL (1,047 participants, $234M 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 741677284.

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.