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
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
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.
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
Connecticut filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 061079202 |
| Plan Effective Date | 2015-05-30 |
| Filing Status | FILING 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
| 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.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Flipboard, Inc. 401(k) Plan (CA) $14M · 74
- Alliance of Professionals & Consultants, Inc 401(k) Retirement Plan (NC) $14M · 249
- Foundation Communities 401(k) Retirement Plan (TX) $14M · 303
- Sun Mar Healthcare 401(k) Plan (CA) $14M · 4,947
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Bnccorp, Inc. 401(k) Savings Plan (ND) 213 · 0 off
- Hyphen Solutions Retirement Plan (TX) 213 · 0 off
- Cherry Hill Company/Lrc 401(k) Plan (NE) 213 · 0 off
- J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan (CA) 213 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.