401(k) · DOL Form 5500 · 2023

Harrogate Incorporated 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
220
Participants Below avg headcount
46th
Percentile by assets National rank
$25,503
Avg per participant Low balance/head
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Official DOL plan name: Harrogate Employees Annuity Plan · Sponsored by Harrogate Incorporated · New Jersey · Healthcare & Social Assistance

$6M in assets, 220 participants

Harrogate Incorporated's Harrogate Employees Annuity Plan reported $6M in total assets and 220 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.

  • #9,029 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Harrogate Employees Annuity Plan covers 220 participants in New Jersey, about 26% of the average New Jersey filer (state average ~844 per filing). Assets: $6M.

#9,029
in Healthcare & Social Assistance (17,684 peers)
+10.4%
assets growth YoY

Harrogate Employees Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Harrogate Employees Annuity Plan vs every filed plan by assets

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

$5,610,679 46th percentile higher than 46% 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

Harrogate Employees Annuity 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. Harrogate Employees Annuity Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harrogate Employees Annuity Plan reported net income rose from -$800K in the plan year 2022 filing to $531K in the plan year 2023 filing.
  • Harrogate Employees Annuity Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Harrogate Employees Annuity Plan reported participants rose from 215 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222919029 · Harrogate Incorporated PY 2023 · 401(k)

Harrogate Employees Annuity Plan · $6M · 220 · 46th

  • EOY $6M
  • 5500 220
  • ASSETS 46th
  • PCT 401(k)
  • EIN near Villa Academy Retirement Plan
  • RANK ind #9029

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Harrogate Employees Annuity Plan in the asset neighbourhood

Harrogate Employees Annuity PlanHarrogate Employees Annuity …$6MVilla Academy Retirement Plan$6MNational Pest Management Association, Inc. 401(k) PlanNational Pest Management Ass…$6MCommunity Legal Services of Mid-Florida Retirement PlanCommunity Legal Services of …$6MBethel Farms, Lllp Retirement PlanBethel Farms, Lllp Retiremen…$6M
End-of-year total assets ($M) among Harrogate Employees Annuity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$531K
Employer EIN222919029
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harrogate Incorporated)

Sponsor-wide plan assets over time

All Harrogate Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$6M 21.736747700404564% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.08M $6.18M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 215 $5M
2023 1 220 $6M
2024 1 218 $6M

Nearby 401(k) Plans in New Jersey

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

Harrogate Employees Annuity Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Harrogate Employees Annuity Plan, Total assets ($B): 0.005610679 · Participants: 220Harrogate Employees Annuity PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Harrogate Employees Annuity Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Harrogate Employees Annuity Plan side-by-side with 3 peers →

Harrogate Employees Annuity Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Villa Academy Retirement Plan in WA ($6M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Harrogate Employees Annuity Plan assets move in 2023? ▼
Harrogate Employees Annuity Plan grew at a solid clip - up 10.4% during 2023, from $5M to $6M. Reported net income was $531K.
How have Harrogate Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harrogate Incorporated's sponsor-wide assets grew 21.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Harrogate Employees Annuity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Villa Academy Retirement Plan in WA ($6M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Harrogate Employees Annuity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 222919029.

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.