Profit Sharing · DOL Form 5500 · 2023

Harden Foundation Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 3
Participants Small participant base: 29th
Percentile by assets National rank: $581,603
Avg per participant High balance/head

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Official DOL plan name: Harden Foundation Retirement Plan · Sponsored by Harden Foundation · California · Other Services

$2M in assets, 3 participants

Harden Foundation's Harden Foundation Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#4,236 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Harden Foundation Retirement Plan ranks #4,236 of 7,857 2023 filers by assets (1150% of the sector average)-$2M for 3 participants.

#4,236
in Other Services (7,857 peers): +18.2%
assets growth YoY

Harden Foundation Retirement Plan among the smaller filed plans by assets

Harden Foundation Retirement Plan vs every filed plan by assets

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

$1,744,808 29th percentile higher than 29% 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

Harden Foundation Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harden Foundation Retirement Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Harden Foundation Retirement Plan reported net income rose from -$210K in the plan year 2022 filing to $269K in the plan year 2023 filing.
Harden Foundation Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 946098887 · Harden Foundation PY 2023 · Profit Sharing

Harden Foundation Retirement Plan · $2M · 3 · 29th

PCT $2M
EIN 3
RANK 29th
PHOTO Profit Sharing
IND near Advent Center Corporation 401(k) Plan
EOY ind #4236

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 Other Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Harden Foundation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$269K
Employer EIN	946098887
Plan Effective Date	1997-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Harden Foundation)

Latest sponsor-wide plan assets: $2M 35.78829643538897% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$1M
2023	1	3	$2M
2024	1	3	$2M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Harden Foundation Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Intel Retirement Contribution Plan $7.2B · 21,513
Scpmg Keogh Plan $6.8B · 10,125
Motion Picture Industry Individual Account Plan $5.9B · 71,071
Memorialcare Retirement Plan $1.3B · 4,728
Disney Retirement Savings Plan $1.1B · 37,110

Compare Harden Foundation Retirement Plan side-by-side with 3 peers →

Harden Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Advent Center Corporation 401(k) Plan in TX ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Advent Center Corporation 401(k) Plan (TX) $2M · 16
Seattle Humane Society 403(b) Retirement Plan (WA) $2M · 132
Jose Raul Montes Eyes & Facial Rejuvenation, LLC Profit Sharing Retirement Plan (PR) $2M · 9
Bmg Companies, Inc. Profit Sharing Plan (GA) $2M · 1

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
Prairiestar Enterprises, Inc. Profit Sharing Plan (KS) 3 · 0 off
Ansonics Money Purchase Plan (OR) 3 · 0 off
Altamont Pharmacy Inc Profit Sharing Plan (IL) 3 · 0 off

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 Harden Foundation Retirement Plan assets move in 2023? ▼

Harden Foundation Retirement Plan grew sharply - up 18.2% during 2023, from $1M to $2M. Reported net income was $269K.

How have Harden Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Harden Foundation's sponsor-wide assets grew 35.8%, from $1M to $2M.

Which Profit Sharing plans are similar in size to Harden Foundation Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Advent Center Corporation 401(k) Plan in TX ($2M, 16 participants).

Which Profit Sharing plans cover a similar participant headcount to Harden Foundation Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 946098887.