401(k) · DOL Form 5500 · 2023

Harbourvest Partners, LLC 401(k) Plan

Data updated 2026-08-25

$178M
Total assets Near avg plan size
808
Participants Near avg headcount
94th
Percentile by assets National rank
$220,541
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harbourvest Partners, LLC 401(k) Plan · Sponsored by Harbourvest Partners, LLC · Massachusetts · Finance & Insurance

$178M in assets, 808 participants

Harbourvest Partners, LLC's Harbourvest Partners, LLC 401(k) Plan reported $178M in total assets and 808 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,060 in Finance & Insurance (8,869 peers)

Where Harbourvest Partners, LLC 401(k) Plan sits by assets

Harbourvest Partners, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $178M for 808 participants (~$220,541/participant), up 34.2% in 2023.

#8,060
in Finance & Insurance (8,869 peers)
+34.2%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Harbourvest Partners, LLC 401(k) Plan's outsized position by total assets

Harbourvest Partners, LLC 401(k) Plan vs every filed plan by assets

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

$178,197,170 Top 6% higher than 94% 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

Harbourvest Partners, LLC 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. Harbourvest Partners, LLC 401(k) Plan sits mid-pack in the medium band (808 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbourvest Partners, LLC 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Harbourvest Partners, LLC 401(k) Plan end-of-year assets rose from $133M in the plan year 2022 filing to $178M in the plan year 2023 filing.
  • Harbourvest Partners, LLC 401(k) Plan reported participants rose from 611 in the plan year 2022 filing to 808 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043335829 · Harbourvest Partners, LLC PY 2023 · 401(k)

Harbourvest Partners, LLC 401(k) Plan · $178M · 808 · 94th

  • IND $178M
  • EOY 808
  • 5500 94th
  • ASSETS 401(k)
  • PCT near Osmose 401(k) Plan
  • EIN ind #8060

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 Massachusetts →

Harbourvest Partners, LLC 401(k) Plan in the asset neighbourhood

Buckle 401(k) Plan$178MHarbourvest Partners, LLC 401(k) PlanHarbourvest Partners, LLC 40…$178MOsmose 401(k) Plan$178MCentral Employees' Savings and Profit Participation PlanCentral Employees' Savings a…$178MDigital Management, LLC 401(k) PlanDigital Management, LLC 401(…$178M
End-of-year total assets ($M) among Harbourvest Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$178M
Net Income$45M
Employer EIN043335829
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbourvest Partners, LLC)

Sponsor-wide plan assets over time

All Harbourvest Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$226M 70.12750831601356% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $133M $226M ▲ +70.1%
Year Plans Participants Total Assets
2022 1 611 $133M
2023 1 808 $178M
2024 1 894 $226M

Nearby 401(k) Plans in Massachusetts

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

Harbourvest Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Harbourvest Partners, LLC 401(k) Plan, Total assets ($B): 0.17819717 · Participants: 808Harbourvest Partners, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Harbourvest Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harbourvest Partners, LLC 401(k) Plan side-by-side with 3 peers →

Harbourvest Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Osmose 401(k) Plan in GA ($178M); by covered participants it is Capital City Bank Group, Inc. 401(k) Plan in FL (808 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($178M here).

Similar participant headcount

Nearest other-state filings by covered participants (808 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 Harbourvest Partners, LLC 401(k) Plan assets move in 2023? ▼
Harbourvest Partners, LLC 401(k) Plan surged - up 34.2% during 2023, from $133M to $178M. Reported net income was $45M.
How have Harbourvest Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbourvest Partners, LLC's sponsor-wide assets grew 70.1%, from $133M to $226M.
Where does Harbourvest Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Harbourvest Partners, LLC 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Harbourvest Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Osmose 401(k) Plan in GA ($178M, 2,575 participants).
Which 401(k) plans cover a similar participant headcount to Harbourvest Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital City Bank Group, Inc. 401(k) Plan in FL (808 participants, $48M 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 043335829.

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.