401(k) · DOL Form 5500 · 2023

Harte Nissan, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
213
Participants Below avg headcount
65th
Percentile by assets National rank
$64,683
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harte Auto Group 401(k) Plan · Sponsored by Harte Nissan, Inc. · Connecticut · Retail Trade

$14M in assets, 213 participants

Harte Nissan, Inc.'s Harte Auto Group 401(k) Plan reported $14M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,416 in Retail Trade (8,414 peers)

Coverage in Connecticut

Harte Auto Group 401(k) Plan covers 213 participants in Connecticut, about 30% of the average Connecticut filer (state average ~718 per filing). Assets: $14M.

#6,416
in Retail Trade (8,414 peers)
+16.3%
assets growth YoY

Harte Auto Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Harte Auto Group 401(k) Plan vs every filed plan by assets

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

$13,777,510 Top 35% higher than 65% 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

Harte Auto Group 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. Harte Auto Group 401(k) Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harte Auto Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Harte Auto Group 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Harte Auto Group 401(k) Plan reported participants fell from 240 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061079202 · Harte Nissan, Inc. PY 2023 · 401(k)

Harte Auto Group 401(k) Plan · $14M · 213 · 65th

  • BOOK $14M
  • VS-ST 213
  • BOY 65th
  • SCH 401(k)
  • EBSA near Flipboard, Inc. 401(k) Plan
  • PART ind #6416

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 Retail Trade retirement plans → · Plans in Connecticut →

Harte Auto Group 401(k) Plan in the asset neighbourhood

Harte Auto Group 401(k) Plan$14MFlipboard, Inc. 401(k) Plan$14MAlliance of Professionals & Consultants, Inc 401(k) Retirement PlanAlliance of Professionals & …$14MFoundation Communities 401(k) Retirement PlanFoundation Communities 401(k…$14MSun Mar Healthcare 401(k) PlanSun Mar Healthcare 401(k) Pl…$14M
End-of-year total assets ($M) among Harte Auto Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN061079202
Plan Effective Date2015-05-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Harte Nissan, Inc.)

Sponsor-wide plan assets over time

All Harte Nissan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.998842050895554% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.3M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 240 $12M
2023 1 213 $14M
2024 1 216 $16M

Nearby 401(k) Plans in Connecticut

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

Harte Auto Group 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Harte Auto Group 401(k) Plan, Total assets ($B): 0.01377751 · Participants: 213Harte Auto Group 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Harte Auto Group 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Harte Auto Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Flipboard, Inc. 401(k) Plan in CA ($14M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Harte Auto Group 401(k) Plan assets move in 2023?
Harte Auto Group 401(k) Plan grew sharply - up 16.3% during 2023, from $12M to $14M. Reported net income was $2M.
How have Harte Nissan, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Harte Nissan, Inc.'s sponsor-wide assets grew 38.0%, from $12M to $16M.
Which 401(k) plans are similar in size to Harte Auto Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Flipboard, Inc. 401(k) Plan in CA ($14M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Harte Auto Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M in assets).