401(k) · DOL Form 5500 · 2023

Harbor Group Management Co. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
1,323
Participants Near avg headcount
84th
Percentile by assets National rank
$34,273
Avg per participant Low balance/head
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Official DOL plan name: Harbor Group Management Co. 401(k) Plan · Sponsored by Harbor Group Management Co. · Virginia · Real Estate

$45M in assets, 1,323 participants

Harbor Group Management Co.'s Harbor Group Management Co. 401(k) Plan reported $45M in total assets and 1,323 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,438 in Real Estate (4,727 peers)

Where Harbor Group Management Co. 401(k) Plan sits by assets

Harbor Group Management Co. 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 1,323 participants (~$34,273/participant), up 31.7% in 2023.

#4,438
in Real Estate (4,727 peers)
+31.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Harbor Group Management Co. 401(k) Plan's outsized position by total assets

Harbor Group Management Co. 401(k) Plan vs every filed plan by assets

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

$45,343,147 Top 16% higher than 84% 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

Harbor Group Management Co. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Group Management Co. 401(k) Plan lands in the large band (1,323 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbor Group Management Co. 401(k) Plan reported net income rose from -$253K in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Harbor Group Management Co. 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Harbor Group Management Co. 401(k) Plan reported participants rose from 1,092 in the plan year 2022 filing to 1,323 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541329081 · Harbor Group Management Co. PY 2023 · 401(k)

Harbor Group Management Co. 401(k) Plan · $45M · 1,323 · 84th

  • PCT $45M
  • PCT 1,323
  • PCT 84th
  • PCT 401(k)
  • PCT near Cathay Pacific Airways Limited Salary Savings Plan
  • PCT ind #4438

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 Real Estate retirement plans → · Plans in Virginia →

Harbor Group Management Co. 401(k) Plan in the asset neighbourhood

Berkowitz Pollack Brant Advisors & Cpas, LLP Profit Sharing PlanBerkowitz Pollack Brant Advi…$45MHarbor Group Management Co. 401(k) PlanHarbor Group Management Co. …$45MCathay Pacific Airways Limited Salary Savings PlanCathay Pacific Airways Limit…$45MPueblo of Sandia Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Sandia Commercial …$45MMasonite Savings Plan for Collectively Bargained EmployeesMasonite Savings Plan for Co…$45M
End-of-year total assets ($M) among Harbor Group Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$45M
Net Income$11M
Employer EIN541329081
Plan Effective Date1994-07-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Group Management Co.)

Sponsor-wide plan assets over time

All Harbor Group Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$55M 59.4754286725054% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.4M $54.9M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 1,092 $34M
2023 1 1,323 $45M
2024 1 1,281 $55M

Nearby 401(k) Plans in Virginia

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

Harbor Group Management Co. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Harbor Group Management Co. 401(k) Plan, Total assets ($B): 0.045343147 · Participants: 1323Harbor Group Management Co. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Harbor Group Management Co. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Harbor Group Management Co. 401(k) Plan side-by-side with 3 peers →

Harbor Group Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Cathay Pacific Airways Limited Salary Savings Plan in CA ($45M); by covered participants it is Ej USA, Inc. 401(k) Savings Plan in MI (1,322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,323 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 Harbor Group Management Co. 401(k) Plan assets move in 2023? ▼
Harbor Group Management Co. 401(k) Plan surged - up 31.7% during 2023, from $34M to $45M. Reported net income was $11M.
How have Harbor Group Management Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Group Management Co.'s sponsor-wide assets grew 59.5%, from $34M to $55M.
Where does Harbor Group Management Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Harbor Group Management Co. 401(k) Plan ranks in the 84th 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 Harbor Group Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cathay Pacific Airways Limited Salary Savings Plan in CA ($45M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Harbor Group Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ej USA, Inc. 401(k) Savings Plan in MI (1,322 participants, $211M 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 541329081.

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.