401(k) · DOL Form 5500 · 2023

Harding Loevner LP 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
117
Participants Small participant base
87th
Percentile by assets National rank
$481,078
Avg per participant High balance/head
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Official DOL plan name: Harding Loevner Profit Sharing Thrift Plan · Sponsored by Harding Loevner LP · New Jersey · Finance & Insurance

$56M in assets, 117 participants

Harding Loevner LP's Harding Loevner Profit Sharing Thrift Plan reported $56M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,057 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Harding Loevner Profit Sharing Thrift Plan covers 117 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $56M.

#7,057
in Finance & Insurance (8,869 peers)
+13.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Harding Loevner Profit Sharing Thrift Plan's outsized position by total assets

Harding Loevner Profit Sharing Thrift Plan vs every filed plan by assets

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

$56,286,144 Top 13% higher than 87% 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

Harding Loevner Profit Sharing Thrift 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. Harding Loevner Profit Sharing Thrift Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harding Loevner Profit Sharing Thrift Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Harding Loevner Profit Sharing Thrift Plan end-of-year assets rose from $49M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Harding Loevner Profit Sharing Thrift Plan reported participants rose from 113 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 270684167 · Harding Loevner LP PY 2023 · 401(k)

Harding Loevner Profit Sharing Thrift Plan · $56M · 117 · 87th

  • IND $56M
  • IND 117
  • IND 87th
  • IND 401(k)
  • IND near Columbia Corrugated Box Company, Inc. 401(k) and Profit Sharing Plan
  • IND ind #7057

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 New Jersey →

Harding Loevner Profit Sharing Thrift Plan in the asset neighbourhood

Harding Loevner Profit Sharing Thrift PlanHarding Loevner Profit Shari…$56MColumbia Corrugated Box Company, Inc. 401(k) and Profit Sharing PlanColumbia Corrugated Box Comp…$56MTradebe Environmental Services 401(k) PlanTradebe Environmental Servic…$56MSouthern Poverty Law Center, Inc. 401(k) Retirement PlanSouthern Poverty Law Center,…$56MProfessional Emergency Physicians, P.C. Profit Sharing Plan and TrustProfessional Emergency Physi…$56M
End-of-year total assets ($M) among Harding Loevner Profit Sharing Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN270684167
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harding Loevner LP)

Sponsor-wide plan assets over time

All Harding Loevner LP plans reported in each filing year

Latest sponsor-wide plan assets
$62M 25.47560631573344% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.4M $62M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 113 $49M
2023 1 117 $56M
2024 1 123 $62M

Nearby 401(k) Plans in New Jersey

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

Harding Loevner Profit Sharing Thrift Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Harding Loevner Profit Sharing Thrift Plan, Total assets ($B): 0.056286144 · Participants: 117Harding Loevner Profit Sharing Thrift 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
Harding Loevner Profit Sharing Thrift Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Harding Loevner Profit Sharing Thrift Plan side-by-side with 3 peers →

Harding Loevner Profit Sharing Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Columbia Corrugated Box Company, Inc. 401(k) and Profit Sharing Plan in OR ($56M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Harding Loevner Profit Sharing Thrift Plan assets move in 2023? ▼
Harding Loevner Profit Sharing Thrift Plan grew at a solid clip - up 13.8% during 2023, from $49M to $56M. Reported net income was $7M.
How have Harding Loevner LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harding Loevner LP's sponsor-wide assets grew 25.5%, from $49M to $62M.
Where does Harding Loevner Profit Sharing Thrift Plan rank by assets among Form 5500 filers? ▼
Harding Loevner Profit Sharing Thrift Plan ranks in the 87th 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 Harding Loevner Profit Sharing Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Columbia Corrugated Box Company, Inc. 401(k) and Profit Sharing Plan in OR ($56M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Harding Loevner Profit Sharing Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 270684167.

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.