401(k) · DOL Form 5500 · 2024
Harmonic Drive LLC 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 206
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $130,669
- Avg per participant Near avg balance/head
Official DOL plan name: Savings Plan of Harmonic Drive LLC · Sponsored by Harmonic Drive LLC · Massachusetts · Manufacturing
$27M in assets, 206 participants
Harmonic Drive LLC's Savings Plan of Harmonic Drive LLC reported $27M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #11,810 in Manufacturing (17,777 peers)
Coverage in Massachusetts
Savings Plan of Harmonic Drive LLC covers 206 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.
- #11,810
- in Manufacturing (17,777 peers)
- +8.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Savings Plan of Harmonic Drive LLC's outsized position by total assets
Savings Plan of Harmonic Drive LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,917,902 Top 24% higher than 76% 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
Savings Plan of Harmonic Drive LLC 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. Savings Plan of Harmonic Drive LLC sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Savings Plan of Harmonic Drive LLC reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Savings Plan of Harmonic Drive LLC end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Savings Plan of Harmonic Drive LLC reported participants rose from 194 in the plan year 2023 filing to 206 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 203942105 · Harmonic Drive LLC PY 2024 · 401(k)
Savings Plan of Harmonic Drive LLC · $27M · 206 · 76th
- NET $27M
- NET 206
- NET 76th
- NET 401(k)
- NET near Western Trailer Co. 401(k) Profit Sharing Plan
- NET ind #11810
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 Manufacturing retirement plans → · Plans in Massachusetts →
Savings Plan of Harmonic Drive LLC in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 203942105 |
| Plan Effective Date | 2006-03-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harmonic Drive LLC)
Sponsor-wide plan assets over time
All Harmonic Drive LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 14.186578018397094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $24M |
| 2023 | 1 | 194 | $25M |
| 2024 | 1 | 206 | $27M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Savings Plan of Harmonic Drive LLC's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Western Trailer Co. 401(k) Profit Sharing Plan in ID ($27M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Fairwave Holdings 401(k) Savings Plan (MO) 206 · 0 off
- Phoenix Motor Company 401(k) Plan (AZ) 206 · 0 off
- Nextpoint Group, LLC 401(k) Plan (VA) 206 · 0 off
- Tidewater Fibre 401(k) Plan (VA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.