401(k) · DOL Form 5500 · 2023

Hartley & Parker Ltd, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
176
Participants Small participant base
61st
Percentile by assets National rank
$64,784
Avg per participant Low balance/head
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Official DOL plan name: Hartley & Parker Ltd, Inc. 401(k) Plan · Sponsored by Hartley & Parker Ltd, Inc. · Massachusetts · Wholesale Trade

$11M in assets, 176 participants

Hartley & Parker Ltd, Inc.'s Hartley & Parker Ltd, Inc. 401(k) Plan reported $11M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,409 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Hartley & Parker Ltd, Inc. 401(k) Plan covers 176 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#3,409
in Wholesale Trade (6,309 peers)
+2.5%
assets growth YoY

Hartley & Parker Ltd, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Hartley & Parker Ltd, Inc. 401(k) Plan vs every filed plan by assets

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

$11,402,041 Top 39% higher than 61% 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

Hartley & Parker Ltd, Inc. 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. Hartley & Parker Ltd, Inc. 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hartley & Parker Ltd, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $282K in the plan year 2023 filing.
  • Hartley & Parker Ltd, Inc. 401(k) Plan reported participants rose from 143 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Hartley & Parker Ltd, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060384867 · Hartley & Parker Ltd, Inc. PY 2023 · 401(k)

Hartley & Parker Ltd, Inc. 401(k) Plan · $11M · 176 · 61st

  • TYPE $11M
  • NET 176
  • BOOK 61st
  • VS-ST 401(k)
  • BOY near Falconi Dealerships 401(k) Plan
  • SCH ind #3409

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Hartley & Parker Ltd, Inc. 401(k) Plan in the asset neighbourhood

Hartley & Parker Ltd, Inc. 401(k) PlanHartley & Parker Ltd, Inc. 4…$11MFalconi Dealerships 401(k) PlanFalconi Dealerships 401(k) P…$11MRocky Mountain Primary Care 401(k) PlanRocky Mountain Primary Care …$11MOpengate Inc. 401(k) Retirement PlanOpengate Inc. 401(k) Retirem…$11MMccann Systems 401(k) Plan$11M
End-of-year total assets ($M) among Hartley & Parker Ltd, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$282K
Employer EIN060384867
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartley & Parker Ltd, Inc.)

Sponsor-wide plan assets over time

All Hartley & Parker Ltd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 30.99677068639599% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $46M $31.8M ▼ -31.0%
Year Plans Participants Total Assets
2022 2 307 $46M
2023 2 318 $42M
2024 1 152 $32M

Nearby 401(k) Plans in Massachusetts

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

Hartley & Parker Ltd, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hartley & Parker Ltd, Inc. 401(k) Plan, Total assets ($B): 0.011402041 · Participants: 176Hartley & Parker Ltd, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Hartley & Parker Ltd, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hartley & Parker Ltd, Inc. 401(k) Plan side-by-side with 3 peers →

Hartley & Parker Ltd, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Falconi Dealerships 401(k) Plan in PA ($11M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Hartley & Parker Ltd, Inc. 401(k) Plan assets move in 2023? ▼
Hartley & Parker Ltd, Inc. 401(k) Plan edged up modestly - up 2.5% during 2023, from $11M to $11M. Reported net income was $282K.
How have Hartley & Parker Ltd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartley & Parker Ltd, Inc.'s sponsor-wide assets declined 31.0%, from $46M to $32M.
Which 401(k) plans are similar in size to Hartley & Parker Ltd, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Falconi Dealerships 401(k) Plan in PA ($11M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Hartley & Parker Ltd, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 060384867.

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.