Other · DOL Form 5500 · 2024

Harbor Health Services, Inc. Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
597
Participants Below avg headcount
83rd
Percentile by assets National rank
$75,640
Avg per participant Below avg balance/head
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Official DOL plan name: Harbor Health Services, Inc. 403(b) Plan · Sponsored by Harbor Health Services, Inc. · Massachusetts · Healthcare & Social Assistance

$45M in assets, 597 participants

Harbor Health Services, Inc.'s Harbor Health Services, Inc. 403(b) Plan reported $45M in total assets and 597 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,436 in Healthcare & Social Assistance (16,916 peers)

Where Harbor Health Services, Inc. 403(b) Plan sits by assets

Harbor Health Services, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $45M for 597 participants (~$75,640/participant), up 14.7% in 2024.

#14,436
in Healthcare & Social Assistance (16,916 peers)
+14.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Harbor Health Services, Inc. 403(b) Plan's outsized position by total assets

Harbor Health Services, Inc. 403(b) Plan vs every filed plan by assets

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

$45,157,235 Top 17% higher than 83% 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

Harbor Health Services, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Health Services, Inc. 403(b) Plan sits mid-pack in the medium band (597 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harbor Health Services, Inc. 403(b) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Harbor Health Services, Inc. 403(b) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Harbor Health Services, Inc. 403(b) Plan reported participants rose from 554 in the plan year 2023 filing to 597 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 237100550 · Harbor Health Services, Inc. PY 2024 · Other

Harbor Health Services, Inc. 403(b) Plan · $45M · 597 · 83rd

  • RANK $45M
  • PHOTO 597
  • IND 83rd
  • EOY Other
  • 5500 near 403(b) Retirement Plan of Lifecare Medical Center
  • ASSETS ind #14436

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 Massachusetts →

Harbor Health Services, Inc. 403(b) Plan in the asset neighbourhood

King's Daughters Medical Center Retirement PlanKing's Daughters Medical Cen…$45MNichols School Tiaa-Cref Retirement PlanNichols School Tiaa-Cref Ret…$45M403(b) Retirement Plan of Lifecare Medical Center403(b) Retirement Plan of Li…$45MHarbor Health Services, Inc. 403(b) PlanHarbor Health Services, Inc.…$45MChurch World Service Retirement PlanChurch World Service Retirem…$45M
End-of-year total assets ($M) among Harbor Health Services, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN237100550
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Health Services, Inc.)

Sponsor-wide plan assets over time

All Harbor Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 39.1340899084327% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.5M $45.2M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 541 $32M
2023 1 554 $39M
2024 1 597 $45M

Nearby Other Plans in Massachusetts

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

Harbor Health Services, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Harbor Health Services, Inc. 403(b) Plan, Total assets ($B): 0.045157235 · Participants: 597Harbor Health Services, Inc. 403(b) PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Harbor Health Services, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Harbor Health Services, Inc. 403(b) Plan side-by-side with 3 peers →

Harbor Health Services, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is 403(b) Retirement Plan of Lifecare Medical Center in MN ($45M); by covered participants it is The Edison Institute 403(b) Tda Plan in MI (597 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (597 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 Harbor Health Services, Inc. 403(b) Plan assets move in 2024? ▼
Harbor Health Services, Inc. 403(b) Plan grew at a solid clip - up 14.7% during 2024, from $39M to $45M. Reported net income was $6M.
How have Harbor Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Health Services, Inc.'s sponsor-wide assets grew 39.1%, from $32M to $45M.
Where does Harbor Health Services, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Harbor Health Services, Inc. 403(b) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Harbor Health Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Retirement Plan of Lifecare Medical Center in MN ($45M, 480 participants).
Which Other plans cover a similar participant headcount to Harbor Health Services, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Edison Institute 403(b) Tda Plan in MI (597 participants, $41M 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 237100550.

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.