401(k) · DOL Form 5500 · 2023

Harris Freeman & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
227
Participants Below avg headcount
80th
Percentile by assets National rank
$135,748
Avg per participant Near avg balance/head
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Official DOL plan name: Harris Freeman, Southern Tea 401(k) Profit Sharing Plan · Sponsored by Harris Freeman & Co., Inc. · New Jersey · Manufacturing

$31M in assets, 227 participants

Harris Freeman & Co., Inc.'s Harris Freeman, Southern Tea 401(k) Profit Sharing Plan reported $31M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,397 in Manufacturing (18,722 peers)

Coverage in New Jersey

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan covers 227 participants in New Jersey, about 27% of the average New Jersey filer (state average ~844 per filing). Assets: $31M.

#13,397
in Manufacturing (18,722 peers)
+67.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan's outsized position by total assets

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,814,879 Top 20% higher than 80% 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

Harris Freeman, Southern Tea 401(k) Profit Sharing 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. Harris Freeman, Southern Tea 401(k) Profit Sharing Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harris Freeman, Southern Tea 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Harris Freeman, Southern Tea 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Harris Freeman, Southern Tea 401(k) Profit Sharing Plan reported participants rose from 208 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953727699 · Harris Freeman & Co., Inc. PY 2023 · 401(k)

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan · $31M · 227 · 80th

  • PART $31M
  • TYPE 227
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Bank of Ireland Group U.S. 401(k) Savings Plan
  • BOY ind #13397

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 Manufacturing retirement plans → · Plans in New Jersey →

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan in the asset neighbourhood

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and TrustGelman, Rosenberg & Freedman…$31MHarris Freeman, Southern Tea 401(k) Profit Sharing PlanHarris Freeman, Southern Tea…$31MBank of Ireland Group U.S. 401(k) Savings PlanBank of Ireland Group U.S. 4…$31MOral Surgery Partners Mso, LLC 401(k) Profit Sharing Plan and TrustOral Surgery Partners Mso, L…$31MCassens Transport Company Et Al Union 401(k) PlanCassens Transport Company Et…$31M
End-of-year total assets ($M) among Harris Freeman, Southern Tea 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN953727699
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harris Freeman & Co., Inc.)

Sponsor-wide plan assets over time

All Harris Freeman & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 86.50885469778005% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $18.4M $34.3M ▲ +86.5%
Year Plans Participants Total Assets
2022 1 208 $18M
2023 1 227 $31M
2024 1 338 $34M

Nearby 401(k) Plans in New Jersey

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

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Harris Freeman, Southern Tea 401(k) Profit Sharing Plan, Total assets ($B): 0.030814879 · Participants: 227Harris Freeman, Southern Tea 401(k) Profit Sharing 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
Harris Freeman, Southern Tea 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Harris Freeman, Southern Tea 401(k) Profit Sharing Plan side-by-side with 3 peers →

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Bank of Ireland Group U.S. 401(k) Savings Plan in CT ($31M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Harris Freeman, Southern Tea 401(k) Profit Sharing Plan assets move in 2023? ▼
Harris Freeman, Southern Tea 401(k) Profit Sharing Plan surged - up 67.3% during 2023, from $18M to $31M. Reported net income was $5M.
How have Harris Freeman & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris Freeman & Co., Inc.'s sponsor-wide assets grew 86.5%, from $18M to $34M.
Where does Harris Freeman, Southern Tea 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Harris Freeman, Southern Tea 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Harris Freeman, Southern Tea 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of Ireland Group U.S. 401(k) Savings Plan in CT ($31M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Harris Freeman, Southern Tea 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M 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 953727699.

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.