401(k) · DOL Form 5500 · 2024

Harborone Bank 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
398
Participants Below avg headcount
89th
Percentile by assets National rank
$201,802
Avg per participant Above avg balance/head
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Official DOL plan name: Harborone 401(k) Plan · Sponsored by Harborone Bank · Massachusetts · Finance & Insurance

$80M in assets, 398 participants

Harborone Bank's Harborone 401(k) Plan reported $80M in total assets and 398 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,057 in Finance & Insurance (8,549 peers)

Where Harborone 401(k) Plan sits by assets

Harborone 401(k) Plan sits in the top quartile of all filed plans by assets, $80M for 398 participants (~$201,802/participant), up 1.1% in 2024.

#7,057
in Finance & Insurance (8,549 peers)
+1.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Harborone 401(k) Plan's outsized position by total assets

Harborone 401(k) Plan vs every filed plan by assets

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

$80,317,023 Top 11% higher than 89% 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

Harborone 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. Harborone 401(k) Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harborone 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $878K in the plan year 2024 filing.
  • Harborone 401(k) Plan reported participants fell from 442 in the plan year 2023 filing to 398 in the plan year 2024 filing.
  • Harborone 401(k) Plan end-of-year assets rose from $79M in the plan year 2023 filing to $80M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 041123040 · Harborone Bank PY 2024 · 401(k)

Harborone 401(k) Plan · $80M · 398 · 89th

  • BOY $80M
  • SCH 398
  • EBSA 89th
  • PART 401(k)
  • TYPE near Pacific Rim Mechanical Contractors, Inc. 401(k) Plan
  • NET ind #7057

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Harborone 401(k) Plan in the asset neighbourhood

Gelson's Markets 401(k) Plan$80MAyres Associates, Inc. 401(k) PlanAyres Associates, Inc. 401(k…$80MHarborone 401(k) Plan$80MPacific Rim Mechanical Contractors, Inc. 401(k) PlanPacific Rim Mechanical Contr…$80MMatrix Technologies Profit Sharing & Savings PlanMatrix Technologies Profit S…$80M
End-of-year total assets ($M) among Harborone 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$80M
Net Income$878K
Employer EIN041123040
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harborone Bank)

Sponsor-wide plan assets over time

All Harborone Bank plans reported in each filing year

Latest sponsor-wide plan assets
$133M 7.039176208171491% vs 2022
2024 filing year
$130M$135M$140M$145M 202220232024 $143M $133M ▼ -7.0%
Year Plans Participants Total Assets
2022 2 756 $143M
2023 2 783 $133M
2024 2 758 $133M

Nearby 401(k) Plans in Massachusetts

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

Harborone 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Harborone 401(k) Plan, Total assets ($B): 0.080317023 · Participants: 398Harborone 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Harborone 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harborone 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Pacific Rim Mechanical Contractors, Inc. 401(k) Plan in CA ($80M); by covered participants it is Hoover Treated Wood Products, Inc. 401(k) Retirement Plan in GA (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Harborone 401(k) Plan assets move in 2024? ▼
Harborone 401(k) Plan edged up modestly - up 1.1% during 2024, from $79M to $80M. Reported net income was $878K.
How have Harborone Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harborone Bank's sponsor-wide assets declined 7.0%, from $143M to $133M.
Where does Harborone 401(k) Plan rank by assets among Form 5500 filers? ▼
Harborone 401(k) Plan ranks in the 89th 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 401(k) plans are similar in size to Harborone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Rim Mechanical Contractors, Inc. 401(k) Plan in CA ($80M, 635 participants).
Which 401(k) plans cover a similar participant headcount to Harborone 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoover Treated Wood Products, Inc. 401(k) Retirement Plan in GA (398 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 041123040.

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.