Other · DOL Form 5500 · 2024
Harbor, Inc. Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 504
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $42,230
- Avg per participant Low balance/head
Official DOL plan name: Harbor 403(b) Plan · Sponsored by Harbor, Inc. · Ohio · Healthcare & Social Assistance
$21M in assets, 504 participants
Harbor, Inc.'s Harbor 403(b) Plan reported $21M in total assets and 504 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,824 in Healthcare & Social Assistance (16,916 peers)
Harbor, Inc. multi-year trail
Harbor, Inc.'s plans moved +26.9% in assets from 2022 to 2024; this filing shows Harbor 403(b) Plan at $21M / 504 participants.
- #12,824
- in Healthcare & Social Assistance (16,916 peers)
- +10.8%
- assets growth YoY
Harbor 403(b) Plan's outsized position by total assets
Harbor 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,283,746 Top 29% higher than 71% 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 403(b) 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. Harbor 403(b) Plan sits mid-pack in the medium band (504 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harbor 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Harbor 403(b) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Harbor 403(b) Plan reported participants rose from 494 in the plan year 2023 filing to 504 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 344434924 · Harbor, Inc. PY 2024 · Other
Harbor 403(b) Plan · $21M · 504 · 71st
- IND $21M
- EOY 504
- 5500 71st
- ASSETS Other
- PCT near St. Anne's Episcopal School Defined Contribution Retirement Plan
- EIN ind #12824
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Harbor 403(b) Plan in the asset neighbourhood
Harbor, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Harbor, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 26.895774184355215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 435 | $17M |
| 2023 | 1 | 494 | $19M |
| 2024 | 1 | 504 | $21M |
Harbor, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 344434924 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Harbor 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is St. Anne's Episcopal School Defined Contribution Retirement Plan in CO ($21M); by covered participants it is Zufall Health Center 403(b) Plan in NJ (504 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (504 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.