Other · DOL Form 5500 · 2024
Harbor Health Services, Inc. Retirement Plan
Data updated 2026-08-11
- $45M
- Total assets
- 597
- Participants
- 83rd
- Percentile by assets
- $75,640
- Avg per participant
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.
- 83rd percentile by assets (of 123,622 plans)
- #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.
- $45M
- total plan assets (2024 EOY)
- 597
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $75,640
- avg assets per participant
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.
Harbor Health Services, Inc. 403(b) Plan vs the 2024 asset distribution
By assets, Harbor Health Services, Inc. 403(b) Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $6M |
| Employer EIN | 237100550 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harbor Health Services, Inc.)
| 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
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Similar-Sized Other Plans Nationally
Other plans in other states closest to Harbor Health Services, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Harbor Health Services, Inc. 403(b) Plan assets move in 2024? ▼
How have Harbor Health Services, Inc. plan assets changed over time? ▼
Where does Harbor Health Services, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Harbor Health Services, Inc. 403(b) Plan? ▼
Next read for Harbor Health Services, Inc. 403(b) Plan
Scale reading
Ways to act on Harbor Health Services, Inc. 403(b) Plan's numbers.
- By total assets, Harbor Health Services, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Harbor Health Services, Inc.'s sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans