401(k) · DOL Form 5500 · 2023

Harbor Capital Advisors, Inc. 401(k) Plan

Data updated 2026-08-11

$83M
Total assets
204
Participants
90th
Percentile by assets
$405,575
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$83M
total plan assets (2023 EOY)
204
covered participants
90th
percentile by assets (of 127,072 plans)
$405,575
avg assets per participant

Where Harbor Capital Advisors, Inc. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Harbor Capital Advisors, Inc. 401(k) Plan reports 204 participants - about 26% of that state average ($83M EOY assets).

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.)

$50M$60M$70M$80M$90M$100M 202220232024 $62.8M $96M ▲ +52.8%
Total plan assets by year, all Harbor Capital Advisors, Inc. plans on file
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 ($B) Participants Harbor Capital Advis…, Total assets ($B): 0.082737308 · Participants: 204Harbor Capital Advis…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
Harbor Capital Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Harbor Capital Advisors, Inc. 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Harbor Capital Advisors, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Harbor Capital Advisors, Inc. 401(k) Pla…

Filing takeaways

Ways to act on Harbor Capital Advisors, Inc. 401(k) Plan's numbers.

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.