401(k) · DOL Form 5500 · 2024
Harbor Group Inc. 401(k) Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 1,356
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $104,371
- Avg per participant Below avg balance/head
Official DOL plan name: Harbor Group Inc. 401(k) Plan · Sponsored by Harbor Group Inc. · Iowa · Construction
$142M in assets, 1,356 participants
Harbor Group Inc.'s Harbor Group Inc. 401(k) Plan reported $142M in total assets and 1,356 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,248 in Construction (9,039 peers)
Coverage in Iowa
Harbor Group Inc. 401(k) Plan covers 1,356 participants in Iowa, 2.2x the typical Iowa plan (state average ~609 per filing). Assets: $142M.
- #8,248
- in Construction (9,039 peers)
- +25.0%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Harbor Group Inc. 401(k) Plan's outsized position by total assets
Harbor Group Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$141,526,516 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Harbor Group Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Group Inc. 401(k) Plan lands in the large band (1,356 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harbor Group Inc. 401(k) Plan reported net income rose from $22M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Harbor Group Inc. 401(k) Plan end-of-year assets rose from $113M in the plan year 2023 filing to $142M in the plan year 2024 filing.
- Harbor Group Inc. 401(k) Plan reported participants rose from 1,168 in the plan year 2023 filing to 1,356 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 421492435 · Harbor Group Inc. PY 2024 · 401(k)
Harbor Group Inc. 401(k) Plan · $142M · 1,356 · 93rd
- VS-ST $142M
- BOY 1,356
- SCH 93rd
- EBSA 401(k)
- PART near The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan
- TYPE ind #8248
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 Construction retirement plans → · Plans in Iowa →
Harbor Group Inc. 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $28M |
| Employer EIN | 421492435 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harbor Group Inc.)
Sponsor-wide plan assets over time
All Harbor Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $142M 54.572297328099694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,107 | $92M |
| 2023 | 1 | 1,168 | $113M |
| 2024 | 1 | 1,356 | $142M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Harbor Group Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan in NY ($142M); by covered participants it is Wideopenwest 401(k) Plan in CO (1,356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- The Canandaigua National Bank and Trust Company Profit Sharing and 401(k) Plan (NY) $142M · 729
- Schulte Roth & Zabel LLP Thrift Plan (IL) $141M · 269
- H&m Hennes & Mauritz 401(k) Plan (NJ) $142M · 6,495
- Aviagen, Inc. 401(k) Retirement Plan (AL) $142M · 1,585
Similar participant headcount
Nearest other-state filings by covered participants (1,356 participants); asset peers above are excluded.
- Wideopenwest 401(k) Plan (CO) 1,356 · 0 off
- New Jersey Resources Corporation Employees' Retirement Savings Plan (NJ) 1,356 · 0 off
- Centric Brands 401(k) Plan (NY) 1,356 · 0 off
- Lifeworks (US) Ltd. 401(k) Savings Plan (GA) 1,356 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.