401(k) · DOL Form 5500 · 2024
Harvard Club of Boston 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $110,433
- Avg per participant Below avg balance/head
Official DOL plan name: Harvard Club of Boston 401(k) Plan · Sponsored by Harvard Club of Boston · Massachusetts · Other Services
$5M in assets, 46 participants
Harvard Club of Boston's Harvard Club of Boston 401(k) Plan reported $5M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,972 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Harvard Club of Boston 401(k) Plan ranks #4,972 of 7,719 2024 filers by assets (395% of the sector average)-$5M for 46 participants.
- #4,972
- in Other Services (7,719 peers)
- +37.8%
- assets growth YoY
Harvard Club of Boston 401(k) Plan's mid-pack asset rank among Other Services and all filers
Harvard Club of Boston 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,079,912 42nd percentile higher than 42% 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
Harvard Club of Boston 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvard Club of Boston 401(k) Plan is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harvard Club of Boston 401(k) Plan reported net income rose from $394K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Harvard Club of Boston 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Harvard Club of Boston 401(k) Plan reported participants fell from 48 in the plan year 2023 filing to 46 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 041423320 · Harvard Club of Boston PY 2024 · 401(k)
Harvard Club of Boston 401(k) Plan · $5M · 46 · 42nd
- NET $5M
- BOOK 46
- VS-ST 42nd
- BOY 401(k)
- SCH near Manufacturing Solutions Inc. 401(k) Plan
- EBSA ind #4972
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 Other Services retirement plans → · Plans in Massachusetts →
Harvard Club of Boston 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 041423320 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvard Club of Boston)
Sponsor-wide plan assets over time
All Harvard Club of Boston plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 49.95189598739822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 147 | $12M |
| 2023 | 3 | 211 | $4M |
| 2024 | 2 | 130 | $6M |
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
Harvard Club of Boston 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Manufacturing Solutions Inc. 401(k) Plan in VT ($5M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Manufacturing Solutions Inc. 401(k) Plan (VT) $5M · 175
- Cv Technology Inc 401(k) Profit Sharing Plan & Trust (FL) $5M · 43
- Nes 401(k) Plan (MN) $5M · 244
- Grand Portage R.T.C. 401(k) Plan (MN) $5M · 156
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- Westan Insurance Group 401(k) Plan (TN) 46 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 46 · 0 off
- Fairfax Christian School Inc 401(k) Profit Sharing Plan & Trust (VA) 46 · 0 off
- Argyle Fire District 401(k) Plan (TX) 46 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.