401(k) · DOL Form 5500 · 2023

Harris Beach PLLC 401(k) Plan

Data updated 2026-08-11

$197M
Total assets: 458
Participants: 95th
Percentile by assets: $430,760
Avg per participant

Official DOL plan name: Harris Beach 401(k) Profit Sharing Plan · Sponsored by Harris Beach PLLC · New York · Professional & Technical Services

$197M in assets, 458 participants

Harris Beach PLLC's Harris Beach 401(k) Profit Sharing Plan reported $197M in total assets and 458 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#19,490 in Professional & Technical Services (20,321 peers)

Where Harris Beach 401(k) Profit Sharing Plan sits by assets

Harris Beach 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $197M for 458 participants (~$430,760/participant), up 16.2% in 2023.

$197M
total plan assets (2023 EOY): 458
covered participants: 95th
percentile by assets (of 127,072 plans): $430,760
avg assets per participant

Where Harris Beach 401(k) Profit Sharing Plan sits by total assets

Harris Beach 401(k) Profit Sharing Plan vs every filed plan by assets

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

$197,288,235 Top 5% higher than 95% 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

Harris Beach 401(k) Profit Sharing Plan reported net income rose from -$46M in the plan year 2022 filing to $27M in the plan year 2023 filing.
Harris Beach 401(k) Profit Sharing Plan reported participants rose from 384 in the plan year 2022 filing to 458 in the plan year 2023 filing.
Harris Beach 401(k) Profit Sharing Plan end-of-year assets rose from $170M in the plan year 2022 filing to $197M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Professional & Technical Services

Harris Beach 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Harris Beach 401(k) Profit Sharing Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$170M
Net Assets (End of Year)	$197M
Net Income	$27M
Employer EIN	841623836
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Harris Beach PLLC)

Total plan assets by year, all Harris Beach PLLC plans on file

Year	Plans	Participants	Total Assets
2022	1	384	$170M
2023	1	458	$197M
2024	1	451	$211M

Nearby 401(k) Plans in New York

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

Harris Beach 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Harris Beach 401(k) Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Harris Beach 401(k) Profit Sharing Plan by total assets, not by location.

Clark Associates Multiple Employer 401(k) Plan (PA) $197M · 6,973
Oglethorpe Power Corporation Retirement Plan (GA) $197M · 327
Wellpower 401(k) Savings and Retirement Plan (GA) $197M · 1,884
Kinsley Construction, Inc. Retirement Plan (PA) $197M · 3,519

Frequently Asked Questions

How did Harris Beach 401(k) Profit Sharing Plan assets move in 2023? ▼

Harris Beach 401(k) Profit Sharing Plan grew sharply - up 16.2% during 2023, from $170M to $197M. Reported net income was $27M.

How have Harris Beach PLLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Harris Beach PLLC's sponsor-wide assets grew 24.4%, from $170M to $211M.

Where does Harris Beach 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Harris Beach 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Harris Beach 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Clark Associates Multiple Employer 401(k) Plan in PA ($197M, 6,973 participants).

Next read for Harris Beach 401(k) Profit Sharing Plan

Scale reading

Ways to act on Harris Beach 401(k) Profit Sharing Plan's numbers.

By total assets, Harris Beach 401(k) Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Harris Beach PLLC's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 841623836.