401(k) · DOL Form 5500 · 2023
Harvard Club of New York City 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $32,331
- Avg per participant Low balance/head
Official DOL plan name: Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan · Sponsored by Harvard Club of New York City · New York · Food Services & Accommodation
$5M in assets, 170 participants
Harvard Club of New York City's Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan reported $5M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #3,030 in Food Services & Accommodation (3,828 peers)
Coverage in New York
Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #3,030
- in Food Services & Accommodation (3,828 peers)
- +24.1%
- assets growth YoY
Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,496,186 46th percentile higher than 46% 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
Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan reported net income rose from -$910K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan reported participants fell from 173 in the plan year 2022 filing to 170 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 130827620 · Harvard Club of New York City PY 2023 · 401(k)
Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan · $5M · 170 · 46th
- EOY $5M
- EOY 170
- EOY 46th
- EOY 401(k)
- EOY near Regent Properties 401(k) Plan
- EOY ind #3030
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 Food Services & Accommodation retirement plans → · Plans in New York →
Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 130827620 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvard Club of New York City)
Sponsor-wide plan assets over time
All Harvard Club of New York City plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 27.948869169013317% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $4M |
| 2023 | 1 | 170 | $5M |
| 2024 | 1 | 164 | $6M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Harvard Club of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Regent Properties 401(k) Plan in CA ($5M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Keystone-Pacific 401(k) Plan (OR) 170 · 0 off
- Onin Group 401(k) Plan (AL) 170 · 0 off
- P.W. Gillibrand Company Tax-Deferred Savings Plan (CA) 170 · 0 off
- Tulsa Zoo Management, Inc. 401(k) Plan (OK) 170 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.