401(k) · DOL Form 5500 · 2024

The Harbor Health Team, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
216
Participants Below avg headcount
37th
Percentile by assets National rank
$17,246
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harbor Health Team 401(k) Plan · Sponsored by The Harbor Health Team, Inc. · Texas · Healthcare & Social Assistance

$4M in assets, 216 participants

The Harbor Health Team, Inc.'s Harbor Health Team 401(k) Plan reported $4M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,494 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Harbor Health Team 401(k) Plan covers 216 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#6,494
in Healthcare & Social Assistance (16,916 peers)
+227.6%
assets growth YoY

Harbor Health Team 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Harbor Health Team 401(k) Plan vs every filed plan by assets

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

$3,725,122 37th percentile higher than 37% 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 Team 401(k) 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 Team 401(k) Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harbor Health Team 401(k) Plan reported participants rose from 2 in the plan year 2023 filing to 216 in the plan year 2024 filing.
  • Harbor Health Team 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Harbor Health Team 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 874283376 · The Harbor Health Team, Inc. PY 2024 · 401(k)

Harbor Health Team 401(k) Plan · $4M · 216 · 37th

  • NET $4M
  • BOOK 216
  • VS-ST 37th
  • BOY 401(k)
  • SCH near Cerity Partners Pooled Employer Plan
  • EBSA ind #6494

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 Texas →

Harbor Health Team 401(k) Plan in the asset neighbourhood

Harbor Health Team 401(k) PlanHarbor Health Team 401(k) Pl…$4MCerity Partners Pooled Employer PlanCerity Partners Pooled Emplo…$4MCrown Services, Inc. 401(k) Ps PlanCrown Services, Inc. 401(k) …$4MTehama Tire Services, Inc. Employee Stock Ownership PlanTehama Tire Services, Inc. E…$4MHwashin America 401(k) Plan$4M
End-of-year total assets ($M) among Harbor Health Team 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$4M
Net Income$3M
Employer EIN874283376
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Harbor Health Team, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$4M 227.58260747215638% vs 2023
2024 filing year
$0M$1M$2M$3M$4M 20232024 $1.14M $3.73M ▲ +227.2%
Year Plans Participants Total Assets
2023 1 2 $1M
2024 1 216 $4M

Nearby 401(k) Plans in Texas

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

Harbor Health Team 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Harbor Health Team 401(k) Plan, Total assets ($B): 0.003725122 · Participants: 216Harbor Health Team 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Harbor Health Team 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Harbor Health Team 401(k) Plan side-by-side with 3 peers →

Harbor Health Team 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cerity Partners Pooled Employer Plan in PA ($4M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Team 401(k) Plan assets move in 2024? ▼
Harbor Health Team 401(k) Plan surged - up 227.6% during 2024, from $1M to $4M. Reported net income was $3M.
How have The Harbor Health Team, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Harbor Health Team, Inc.'s sponsor-wide assets grew 227.6%, from $1M to $4M.
Which 401(k) plans are similar in size to Harbor Health Team 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cerity Partners Pooled Employer Plan in PA ($4M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Harbor Health Team 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Garden of Life 401(k) Plan in FL (216 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 874283376.

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.