401(k) · DOL Form 5500 · 2024

Harborside Holdings Corporation 401(k) Plan

Data updated 2026-08-25

$407K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$135,705
Avg per participant Near avg balance/head
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Official DOL plan name: Harborside Holdings Corporation 401(k) Plan · Sponsored by Harborside Holdings Corporation · Rhode Island · Real Estate

$407K in assets, 3 participants

Harborside Holdings Corporation's Harborside Holdings Corporation 401(k) Plan reported $407K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,233 in Real Estate (4,605 peers)

Harborside Holdings Corporation multi-year trail

Harborside Holdings Corporation's plans moved +463.2% in assets from 2022 to 2024; this filing shows Harborside Holdings Corporation 401(k) Plan at $407K / 3 participants.

#1,233
in Real Estate (4,605 peers)
-39.0%
assets change YoY

The plan reported a net loss of $260K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harborside Holdings Corporation 401(k) Plan among the smaller filed plans by assets

Harborside Holdings Corporation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$407,114 16th percentile higher than 16% of 123,620 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 2024

Harborside Holdings Corporation 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harborside Holdings Corporation 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harborside Holdings Corporation 401(k) Plan reported net income fell from $71K in the plan year 2023 filing to -$260K in the plan year 2024 filing.
  • Harborside Holdings Corporation 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $407K in the plan year 2024 filing.
  • Harborside Holdings Corporation 401(k) Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 462578104 · Harborside Holdings Corporation PY 2024 · 401(k)

Harborside Holdings Corporation 401(k) Plan · $407K · 3 · 16th

  • PART $407K
  • TYPE 3
  • NET 16th
  • BOOK 401(k)
  • VS-ST near Alu-Bra Foundry, Inc. 401(k) Plan
  • BOY ind #1233

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 Rhode Island →

Harborside Holdings Corporation 401(k) Plan in the asset neighbourhood

Harborside Holdings Corporation 401(k) PlanHarborside Holdings Corporat…$407KAlu-Bra Foundry, Inc. 401(k) PlanAlu-Bra Foundry, Inc. 401(k)…$407KMinnehaha Holdings, Inc. 401(k) PlanMinnehaha Holdings, Inc. 401…$407KThrive Family Investments Inc 401(k) PlanThrive Family Investments In…$407KTwo Sisters Ventures, Inc. 401(k) Profit Sharing PlanTwo Sisters Ventures, Inc. 4…$407K
End-of-year total assets ($M) among Harborside Holdings Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Harborside Holdings Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Harborside Holdings Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 463.15130945446333% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.01M $5.68M ▲ +462.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 7 19 $6M

Harborside Holdings Corporation filing trail (2024)

Total Assets (Beginning of Year)$667K
Net Assets (End of Year)$407K
Net Income-$260K
Employer EIN462578104
Plan Effective Date2013-04-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Harborside Holdings Corporation 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Harborside Holdings Corporation 401(k) Plan, Total assets ($B): 0.000407114 · Participants: 3Harborside Holdings Corporation 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Harborside Holdings Corporation 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Harborside Holdings Corporation 401(k) Plan side-by-side with 3 peers →

Harborside Holdings Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Alu-Bra Foundry, Inc. 401(k) Plan in IL ($407K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

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

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harborside Holdings Corporation 401(k) Plan assets move in 2024? ▼
Harborside Holdings Corporation 401(k) Plan contracted severely - down 39.0% during 2024, from $667K to $407K. Reported net income was -$260K.
How have Harborside Holdings Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harborside Holdings Corporation's sponsor-wide assets grew 463.2%, from $1M to $6M.
Where does Harborside Holdings Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Harborside Holdings Corporation 401(k) Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Harborside Holdings Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alu-Bra Foundry, Inc. 401(k) Plan in IL ($407K, 71 participants).
Which 401(k) plans cover a similar participant headcount to Harborside Holdings Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462578104.

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.