401(k) · DOL Form 5500 · 2023

Harvest Realty, Inc. 401(k) Plan

Data updated 2026-08-25

$434K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$86,782
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rick & Sandra 401(k) Plan · Sponsored by Harvest Realty, Inc. · Washington · Real Estate

$434K in assets, 5 participants

Harvest Realty, Inc.'s Rick & Sandra 401(k) Plan reported $434K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,338 in Real Estate (4,727 peers)

Harvest Realty, Inc. multi-year trail

Harvest Realty, Inc.'s plans moved -10.6% in assets from 2022 to 2024; this filing shows Rick & Sandra 401(k) Plan at $434K / 5 participants.

#1,338
in Real Estate (4,727 peers)
+35.4%
assets growth YoY

Rick & Sandra 401(k) Plan among the smaller filed plans by assets

Rick & Sandra 401(k) Plan vs every filed plan by assets

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

$433,908 17th percentile higher than 17% 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

Rick & Sandra 401(k) 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. Rick & Sandra 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rick & Sandra 401(k) Plan reported net income rose from $67K in the plan year 2022 filing to $113K in the plan year 2023 filing.
  • Rick & Sandra 401(k) Plan end-of-year assets rose from $320K in the plan year 2022 filing to $434K in the plan year 2023 filing.
  • Rick & Sandra 401(k) Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911263373 · Harvest Realty, Inc. PY 2023 · 401(k)

Rick & Sandra 401(k) Plan · $434K · 5 · 17th

  • EOY $434K
  • EOY 5
  • EOY 17th
  • EOY 401(k)
  • EOY near Mitchell Insurance, Inc. 401(k) Plan
  • EOY ind #1338

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 Washington →

Rick & Sandra 401(k) Plan in the asset neighbourhood

Rick & Sandra 401(k) Plan$434KMitchell Insurance, Inc. 401(k) PlanMitchell Insurance, Inc. 401…$434KCdl 1000 401(k) Plan$434KWaterhouse-Washer, Inc. 401(k) Profit Sharing PlanWaterhouse-Washer, Inc. 401(…$434KLearning Treehouse 401(k)$434K
End-of-year total assets ($M) among Rick & Sandra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Harvest Realty, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Harvest Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$460K 10.642632345251355% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M 202220232024 $0.51M $0.46M ▼ -9.8%
Year Plans Participants Total Assets
2022 2 12 $514K
2023 1 5 $434K
2024 1 5 $460K

Harvest Realty, Inc. filing trail (2023)

Total Assets (Beginning of Year)$320K
Net Assets (End of Year)$434K
Net Income$113K
Employer EIN911263373
Plan Effective Date2019-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Rick & Sandra 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Rick & Sandra 401(k) Plan, Total assets ($B): 0.000433908 · Participants: 5Rick & Sandra 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Rick & Sandra 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Rick & Sandra 401(k) Plan side-by-side with 3 peers →

Rick & Sandra 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Mitchell Insurance, Inc. 401(k) Plan in OK ($434K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($434K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Rick & Sandra 401(k) Plan assets move in 2023? ▼
Rick & Sandra 401(k) Plan surged - up 35.4% during 2023, from $320K to $434K. Reported net income was $113K.
How have Harvest Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvest Realty, Inc.'s sponsor-wide assets declined 10.6%, from $514K to $460K.
Where does Rick & Sandra 401(k) Plan rank by assets among Form 5500 filers? ▼
Rick & Sandra 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rick & Sandra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mitchell Insurance, Inc. 401(k) Plan in OK ($434K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Rick & Sandra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 911263373.

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.