401(k) · DOL Form 5500 · 2023
Harte-Hanks, Inc. 401(k) Plan
Data updated 2026-08-11
- $143M
- Total assets
- 1,047
- Participants
- 93rd
- Percentile by assets
- $136,810
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $143M
- total plan assets (2023 EOY)
- 1,047
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $136,810
- avg assets per participant
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.
Harte Hanks Investment Plus vs the 2023 asset distribution
By assets, Harte Hanks Investment Plus outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $134M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $9M |
| Employer EIN | 741677284 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harte-Hanks, Inc.)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Harte Hanks Investment Plus by total assets, not by location.
- Driscoll's 401(k) Employee Savings Plan (CA) $143M · 997
- Walbridge Profit Sharing 401(k) Plan (MI) $143M · 984
- Cystic Fibrosis Foundation 401(k) Plan (MD) $143M · 708
- Pennoni Associates Inc. 401(k)/Profit Sharing Plan (PA) $143M · 1,370
Frequently Asked Questions
How did Harte Hanks Investment Plus assets move in 2023? ▼
How have Harte-Hanks, Inc. plan assets changed over time? ▼
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Next read for Harte Hanks Investment Plus
Scale reading
Ways to act on Harte Hanks Investment Plus's numbers.
- By total assets, Harte Hanks Investment Plus ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Harte-Hanks, Inc.'s sponsor-wide assets have declined 24.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans