401(k) · DOL Form 5500 · 2023

Harbor Capital Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
204
Participants Below avg headcount
90th
Percentile by assets National rank
$405,575
Avg per participant High balance/head
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Official DOL plan name: Harbor Capital Advisors, Inc. 401(k) Plan · Sponsored by Harbor Capital Advisors, Inc. · Illinois · Finance & Insurance

$83M in assets, 204 participants

Harbor Capital Advisors, Inc.'s Harbor Capital Advisors, Inc. 401(k) Plan reported $83M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,496 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Harbor Capital Advisors, Inc. 401(k) Plan covers 204 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $83M.

#7,496
in Finance & Insurance (8,869 peers)
+31.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Harbor Capital Advisors, Inc. 401(k) Plan's outsized position by total assets

Harbor Capital Advisors, Inc. 401(k) Plan vs every filed plan by assets

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

$82,737,308 Top 10% higher than 90% 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

Harbor Capital Advisors, Inc. 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. Harbor Capital Advisors, Inc. 401(k) Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbor Capital Advisors, Inc. 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Harbor Capital Advisors, Inc. 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Harbor Capital Advisors, Inc. 401(k) Plan reported participants rose from 191 in the plan year 2022 filing to 204 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341953397 · Harbor Capital Advisors, Inc. PY 2023 · 401(k)

Harbor Capital Advisors, Inc. 401(k) Plan · $83M · 204 · 90th

  • EOY $83M
  • EOY 204
  • EOY 90th
  • EOY 401(k)
  • EOY near Merative US L.P. 401(k) Retirement Plan
  • EOY ind #7496

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 Illinois →

Harbor Capital Advisors, Inc. 401(k) Plan in the asset neighbourhood

Harbor Capital Advisors, Inc. 401(k) PlanHarbor Capital Advisors, Inc…$83MMerative US L.P. 401(k) Retirement PlanMerative US L.P. 401(k) Reti…$83MMissouri Employers Mutual Insurance Company 401(k) PlanMissouri Employers Mutual In…$83MReed Companies Profit Sharing Plan and TrustReed Companies Profit Sharin…$83MFishawack Group 401(k) Plan$83M
End-of-year total assets ($M) among Harbor Capital Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$83M
Net Income$20M
Employer EIN341953397
Plan Effective Date2001-06-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Capital Advisors, Inc.)

Sponsor-wide plan assets over time

All Harbor Capital Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 52.80462710116485% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $62.8M $96M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 191 $63M
2023 1 204 $83M
2024 1 224 $96M

Nearby 401(k) Plans in Illinois

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

Harbor Capital Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Harbor Capital Advisors, Inc. 401(k) Plan, Total assets ($B): 0.082737308 · Participants: 204Harbor Capital Advisors, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Harbor Capital Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Harbor Capital Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Harbor Capital Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Merative US L.P. 401(k) Retirement Plan in MI ($83M); by covered participants it is Bankprov 401(k) Plan in MA (204 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Harbor Capital Advisors, Inc. 401(k) Plan assets move in 2023? ▼
Harbor Capital Advisors, Inc. 401(k) Plan surged - up 31.8% during 2023, from $63M to $83M. Reported net income was $20M.
How have Harbor Capital Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Capital Advisors, Inc.'s sponsor-wide assets grew 52.8%, from $63M to $96M.
Where does Harbor Capital Advisors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Harbor Capital Advisors, Inc. 401(k) Plan ranks in the 90th 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 Harbor Capital Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merative US L.P. 401(k) Retirement Plan in MI ($83M, 1,627 participants).
Which 401(k) plans cover a similar participant headcount to Harbor Capital Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankprov 401(k) Plan in MA (204 participants, $25M 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 341953397.

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.