401(k) · DOL Form 5500 · 2023

Harold Brothers Mechanical Contractors, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
300
Participants Below avg headcount
71st
Percentile by assets National rank
$60,073
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harold Brothers Mechanical 401(k) Plan · Sponsored by Harold Brothers Mechanical Contractors, Inc. · Massachusetts · Other Services

$18M in assets, 300 participants

Harold Brothers Mechanical Contractors, Inc.'s Harold Brothers Mechanical 401(k) Plan reported $18M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,592 in Other Services (7,857 peers)

Coverage in Massachusetts

Harold Brothers Mechanical 401(k) Plan covers 300 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#6,592
in Other Services (7,857 peers)
+22.1%
assets growth YoY

Harold Brothers Mechanical 401(k) Plan's outsized position by total assets

Harold Brothers Mechanical 401(k) Plan vs every filed plan by assets

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

$18,021,980 Top 29% higher than 71% 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

Harold Brothers Mechanical 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. Harold Brothers Mechanical 401(k) Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harold Brothers Mechanical 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Harold Brothers Mechanical 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Harold Brothers Mechanical 401(k) Plan reported participants rose from 286 in the plan year 2022 filing to 300 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263189470 · Harold Brothers Mechanical Contractors, Inc. PY 2023 · 401(k)

Harold Brothers Mechanical 401(k) Plan · $18M · 300 · 71st

  • EIN $18M
  • EIN 300
  • EIN 71st
  • EIN 401(k)
  • EIN near Beachner Employees Savings and Retirement Plan
  • EIN ind #6592

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 Other Services retirement plans → · Plans in Massachusetts →

Harold Brothers Mechanical 401(k) Plan in the asset neighbourhood

Harold Brothers Mechanical 401(k) PlanHarold Brothers Mechanical 4…$18MBeachner Employees Savings and Retirement PlanBeachner Employees Savings a…$18MKarndean International LLC 401(k) PlanKarndean International LLC 4…$18MZentis North America Operating LLC 401(k) PlanZentis North America Operati…$18MMortgage Express, LLC 401(k) Profit Sharing PlanMortgage Express, LLC 401(k)…$18M
End-of-year total assets ($M) among Harold Brothers Mechanical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN263189470
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harold Brothers Mechanical Contractors, Inc.)

Sponsor-wide plan assets over time

All Harold Brothers Mechanical Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 53.50416020488928% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.8M $22.7M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 286 $15M
2023 1 300 $18M
2024 1 287 $23M

Nearby 401(k) Plans in Massachusetts

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

Harold Brothers Mechanical 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Harold Brothers Mechanical 401(k) Plan, Total assets ($B): 0.01802198 · Participants: 300Harold Brothers Mechanical 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
Harold Brothers Mechanical 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harold Brothers Mechanical 401(k) Plan side-by-side with 3 peers →

Harold Brothers Mechanical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Beachner Employees Savings and Retirement Plan in KS ($18M); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Harold Brothers Mechanical 401(k) Plan assets move in 2023? ▼
Harold Brothers Mechanical 401(k) Plan grew sharply - up 22.1% during 2023, from $15M to $18M. Reported net income was $3M.
How have Harold Brothers Mechanical Contractors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harold Brothers Mechanical Contractors, Inc.'s sponsor-wide assets grew 53.5%, from $15M to $23M.
Which 401(k) plans are similar in size to Harold Brothers Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beachner Employees Savings and Retirement Plan in KS ($18M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Harold Brothers Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants, $11M 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 263189470.

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.