401(k) · DOL Form 5500 · 2023

Harmony Bank 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
41
Participants Small participant base
47th
Percentile by assets National rank
$137,582
Avg per participant Near avg balance/head
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Official DOL plan name: Harmony Bank 401(k) Plan · Sponsored by Harmony Bank · Texas · Finance & Insurance

$6M in assets, 41 participants

Harmony Bank's Harmony Bank 401(k) Plan reported $6M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,947 in Finance & Insurance (8,869 peers)

Harmony Bank multi-year trail

Harmony Bank's plans moved +100.6% in assets from 2022 to 2024; this filing shows Harmony Bank 401(k) Plan at $6M / 41 participants.

#2,947
in Finance & Insurance (8,869 peers)
+85.7%
assets growth YoY

Harmony Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Harmony Bank 401(k) Plan vs every filed plan by assets

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

$5,640,873 47th percentile higher than 47% 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

Harmony Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harmony Bank 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harmony Bank 401(k) Plan reported net income rose from -$223K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Harmony Bank 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Harmony Bank 401(k) Plan reported participants rose from 38 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202160647 · Harmony Bank PY 2023 · 401(k)

Harmony Bank 401(k) Plan · $6M · 41 · 47th

  • SCH $6M
  • SCH 41
  • SCH 47th
  • SCH 401(k)
  • SCH near Rk Logistics Group, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #2947

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 Finance & Insurance retirement plans → · Plans in Texas →

Harmony Bank 401(k) Plan in the asset neighbourhood

Harmony Bank 401(k) Plan$6MRk Logistics Group, Inc. 401(k) Profit Sharing Plan and TrustRk Logistics Group, Inc. 401…$6MTw Vending Inc. 401(k) Profit Sharing Plan and TrustTw Vending Inc. 401(k) Profi…$6MMary Ann Morse Healthcare Corp. 401(k) PlanMary Ann Morse Healthcare Co…$6MNational Health Investors Inc. 401(k) Profit Sharing Plan & TrustNational Health Investors In…$6M
End-of-year total assets ($M) among Harmony Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Harmony Bank multi-year asset trail

Sponsor-wide plan assets over time

All Harmony Bank plans reported in each filing year

Latest sponsor-wide plan assets
$6M 100.55516479016995% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $3.04M $6.09M ▲ +100.3%
Year Plans Participants Total Assets
2022 1 38 $3M
2023 1 41 $6M
2024 1 109 $6M

Harmony Bank filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN202160647
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Harmony Bank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Harmony Bank 401(k) Plan, Total assets ($B): 0.005640873 · Participants: 41Harmony Bank 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Harmony Bank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Harmony Bank 401(k) Plan side-by-side with 3 peers →

Harmony Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rk Logistics Group, Inc. 401(k) Profit Sharing Plan and Trust in CA ($6M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Harmony Bank 401(k) Plan assets move in 2023? ▼
Harmony Bank 401(k) Plan surged - up 85.7% during 2023, from $3M to $6M. Reported net income was $3M.
How have Harmony Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harmony Bank's sponsor-wide assets grew 100.6%, from $3M to $6M.
Which 401(k) plans are similar in size to Harmony Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rk Logistics Group, Inc. 401(k) Profit Sharing Plan and Trust in CA ($6M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Harmony Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (41 participants, $9M 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 202160647.

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.