401(k) · DOL Form 5500 · 2023

Harbor Retirement Associates, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1,461
Participants Near avg headcount
52nd
Percentile by assets National rank
$5,132
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harbor Retirement Associates, LLC 401(k) Plan · Sponsored by Harbor Retirement Associates, LLC · Florida · Healthcare & Social Assistance

$7M in assets, 1,461 participants

Harbor Retirement Associates, LLC's Harbor Retirement Associates, LLC 401(k) Plan reported $7M in total assets and 1,461 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,223 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Harbor Retirement Associates, LLC 401(k) Plan covers 1,461 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $7M.

#10,223
in Healthcare & Social Assistance (17,684 peers)
+13.6%
assets growth YoY

Harbor Retirement Associates, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Harbor Retirement Associates, LLC 401(k) Plan vs every filed plan by assets

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

$7,498,538 Top 48% higher than 52% 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

Harbor Retirement Associates, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Retirement Associates, LLC 401(k) Plan lands in the large band (1,461 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbor Retirement Associates, LLC 401(k) Plan reported net income rose from -$645K in the plan year 2022 filing to $896K in the plan year 2023 filing.
  • Harbor Retirement Associates, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Harbor Retirement Associates, LLC 401(k) Plan reported participants rose from 1,306 in the plan year 2022 filing to 1,461 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043585453 · Harbor Retirement Associates, LLC PY 2023 · 401(k)

Harbor Retirement Associates, LLC 401(k) Plan · $7M · 1,461 · 52nd

  • EOY $7M
  • 5500 1,461
  • ASSETS 52nd
  • PCT 401(k)
  • EIN near Cleveland Hardware and Forging Co. Profit Sharing
  • RANK ind #10223

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Harbor Retirement Associates, LLC 401(k) Plan in the asset neighbourhood

Harbor Retirement Associates, LLC 401(k) PlanHarbor Retirement Associates…$7MCleveland Hardware and Forging Co. Profit SharingCleveland Hardware and Forgi…$7MLightning Emotors, Inc. 401(k) PlanLightning Emotors, Inc. 401(…$7MPnw Metal Recycling, Inc Profit Sharing PlanPnw Metal Recycling, Inc Pro…$7MDurex Industries 401(k) Plan$7M
End-of-year total assets ($M) among Harbor Retirement Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$896K
Employer EIN043585453
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Retirement Associates, LLC)

Sponsor-wide plan assets over time

All Harbor Retirement Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.979490954029568% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.6M $7.46M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 1,306 $7M
2023 1 1,461 $7M
2024 1 1,355 $7M

Nearby 401(k) Plans in Florida

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

Harbor Retirement Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Harbor Retirement Associates, LLC 401(k) Plan, Total assets ($B): 0.007498538 · Participants: 1461Harbor Retirement Associates, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Harbor Retirement Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Harbor Retirement Associates, LLC 401(k) Plan side-by-side with 3 peers →

Harbor Retirement Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cleveland Hardware and Forging Co. Profit Sharing in WI ($7M); by covered participants it is The North West Company (International), Inc. Employee Savings Plan in AK (1,461 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,461 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 Harbor Retirement Associates, LLC 401(k) Plan assets move in 2023? ▼
Harbor Retirement Associates, LLC 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $7M to $7M. Reported net income was $896K.
How have Harbor Retirement Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Retirement Associates, LLC's sponsor-wide assets grew 13.0%, from $7M to $7M.
Which 401(k) plans are similar in size to Harbor Retirement Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cleveland Hardware and Forging Co. Profit Sharing in WI ($7M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Harbor Retirement Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The North West Company (International), Inc. Employee Savings Plan in AK (1,461 participants, $25M 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 043585453.

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.