401(k) · DOL Form 5500 · 2024

Harvard Club of Boston 401(k) Plan

Data updated 2026-08-25

$874K
Total assets Small plan by assets
84
Participants Small participant base
22nd
Percentile by assets National rank
$10,403
Avg per participant Low balance/head
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Official DOL plan name: Harvard Club of Boston 401(k) Plan for Union Employees · Sponsored by Harvard Club of Boston · Massachusetts · Other Services

$874K in assets, 84 participants

Harvard Club of Boston's Harvard Club of Boston 401(k) Plan for Union Employees reported $874K in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,493 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Harvard Club of Boston 401(k) Plan for Union Employees ranks #3,493 of 7,719 2024 filers by assets (2297% of the sector average)-$874K for 84 participants.

#3,493
in Other Services (7,719 peers)
+66.7%
assets growth YoY

Harvard Club of Boston 401(k) Plan for Union Employees among the smaller filed plans by assets

Harvard Club of Boston 401(k) Plan for Union Employees vs every filed plan by assets

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

$873,859 22nd percentile higher than 22% 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

Harvard Club of Boston 401(k) Plan for Union Employees 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 for Union Employees is a small filing (84 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 for Union Employees reported net income rose from $129K in the plan year 2023 filing to $350K in the plan year 2024 filing.
  • Harvard Club of Boston 401(k) Plan for Union Employees end-of-year assets rose from $524K in the plan year 2023 filing to $874K in the plan year 2024 filing.
  • Harvard Club of Boston 401(k) Plan for Union Employees reported participants fell from 117 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 041423320 · Harvard Club of Boston PY 2024 · 401(k)

Harvard Club of Boston 401(k) Plan for Union Employees · $874K · 84 · 22nd

  • EBSA $874K
  • PART 84
  • TYPE 22nd
  • NET 401(k)
  • BOOK near Servall Termite Company Profit Sharing 401(k) Plan
  • VS-ST ind #3493

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 for Union Employees in the asset neighbourhood

Harvard Club of Boston 401(k) Plan for Union EmployeesHarvard Club of Boston 401(k…$874KServall Termite Company Profit Sharing 401(k) PlanServall Termite Company Prof…$874KCody Plumbing Inc 401(k) Plan and TrustCody Plumbing Inc 401(k) Pla…$874KWeiss Supplies Inc. 401(k) PlanWeiss Supplies Inc. 401(k) P…$874KGramercy Surgery Center 401(k) PlanGramercy Surgery Center 401(…$874K
End-of-year total assets ($M) among Harvard Club of Boston 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$524K
Net Assets (End of Year)$874K
Net Income$350K
Employer EIN041423320
Plan Effective Date2017-02-01
Filing StatusFILING 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
$0M$5M$10M$15M 202220232024 $11.9M $5.95M ▼ -50.0%
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.

Harvard Club of Boston 401(k) Plan for Union Employees vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Harvard Club of Boston 401(k) Plan for Union Employees, Total assets ($B): 0.000873859 · Participants: 84Harvard Club of Boston 401(k) Plan for Union EmployeesFidelity 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
Harvard Club of Boston 401(k) Plan for Union Employees vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harvard Club of Boston 401(k) Plan for Union Employees side-by-side with 3 peers →

Harvard Club of Boston 401(k) Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Servall Termite Company Profit Sharing 401(k) Plan in TN ($874K); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($874K here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Harvard Club of Boston 401(k) Plan for Union Employees assets move in 2024? ▼
Harvard Club of Boston 401(k) Plan for Union Employees surged - up 66.7% during 2024, from $524K to $874K. Reported net income was $350K.
How have Harvard Club of Boston plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvard Club of Boston's sponsor-wide assets declined 50.0%, from $12M to $6M.
Where does Harvard Club of Boston 401(k) Plan for Union Employees rank by assets among Form 5500 filers? ▼
Harvard Club of Boston 401(k) Plan for Union Employees ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Harvard Club of Boston 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Servall Termite Company Profit Sharing 401(k) Plan in TN ($874K, 202 participants).
Which 401(k) plans cover a similar participant headcount to Harvard Club of Boston 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 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 041423320.

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.