401(k) · DOL Form 5500 · 2023

Harbor Healthcare System, LP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 1,176
Participants Near avg headcount: 55th
Percentile by assets National rank: $7,060
Avg per participant Low balance/head

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Official DOL plan name: Harbor Healthcare System 401(k) Plan · Sponsored by Harbor Healthcare System, LP · Texas · Professional & Technical Services

$8M in assets, 1,176 participants

Harbor Healthcare System, LP's Harbor Healthcare System 401(k) Plan reported $8M in total assets and 1,176 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#10,781 in Professional & Technical Services (20,321 peers)

Harbor Healthcare System, LP multi-year trail

Harbor Healthcare System, LP's plans moved +59.7% in assets from 2022 to 2024; this filing shows Harbor Healthcare System 401(k) Plan at $8M / 1,176 participants.

#10,781
in Professional & Technical Services (20,321 peers): +31.6%
assets growth YoY

Harbor Healthcare System 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Harbor Healthcare System 401(k) Plan vs every filed plan by assets

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

$8,302,056 Top 45% higher than 55% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Harbor Healthcare System 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 Healthcare System 401(k) Plan lands in the large band (1,176 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Harbor Healthcare System 401(k) Plan reported net income rose from -$322K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Harbor Healthcare System 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Harbor Healthcare System 401(k) Plan reported participants rose from 948 in the plan year 2022 filing to 1,176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204081878 · Harbor Healthcare System, LP PY 2023 · 401(k)

Harbor Healthcare System 401(k) Plan · $8M · 1,176 · 55th

EBSA $8M
EBSA 1,176
EBSA 55th
EBSA 401(k)
EBSA near Lean Techniques Inc 401(k) Plan
EBSA ind #10781

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 Texas →

End-of-year total assets ($M) among Harbor Healthcare System 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Harbor Healthcare System, LP multi-year asset trail

Latest sponsor-wide plan assets: $10M 59.71460661615951% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	948	$6M
2023	1	1,176	$8M
2024	1	1,241	$10M

Harbor Healthcare System, LP filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	204081878
Plan Effective Date	2006-03-13
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Harbor Healthcare System 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Harbor Healthcare System 401(k) Plan side-by-side with 3 peers →

Harbor Healthcare System 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lean Techniques Inc 401(k) Plan in IA ($8M); by covered participants it is Electric Power Research Institute, Inc. 401(k) Plan in CA (1,176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Lean Techniques Inc 401(k) Plan (IA) $8M · 107
Mta, Inc. 401(k) Savings Plan (AL) $8M · 51
Sgpa Architecture and Planning Employee Savings and Protection Plan (CA) $8M · 34
Kinsbursky Bros Supply Inc. 401(k) Profit Sharing Plan and Trust (CA) $8M · 76

Similar participant headcount

Nearest other-state filings by covered participants (1,176 participants); asset peers above are excluded.

Electric Power Research Institute, Inc. 401(k) Plan (CA) 1,176 · 0 off
Fisher & Company, Incorporated 401(k) Plan (MI) 1,176 · 0 off
Travelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing Plan (IL) 1,176 · 0 off
K-M Industries Holding Co., Inc. Employee Retirement Savings Plan (CA) 1,176 · 0 off

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 Healthcare System 401(k) Plan assets move in 2023? ▼

Harbor Healthcare System 401(k) Plan surged - up 31.6% during 2023, from $6M to $8M. Reported net income was $2M.

How have Harbor Healthcare System, LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Harbor Healthcare System, LP's sponsor-wide assets grew 59.7%, from $6M to $10M.

Which 401(k) plans are similar in size to Harbor Healthcare System 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lean Techniques Inc 401(k) Plan in IA ($8M, 107 participants).

Which 401(k) plans cover a similar participant headcount to Harbor Healthcare System 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Electric Power Research Institute, Inc. 401(k) Plan in CA (1,176 participants, $534M 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 204081878.