401(k) · DOL Form 5500 · 2024

Harbor Retirement Associates, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1,355
Participants Near avg headcount
50th
Percentile by assets National rank
$5,506
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harbor Retirement Associates, LLC 401(k) Plan · Sponsored by Harbor Retirement Associates, LLC · Florida · Healthcare & Social Assistance

$7M in assets, 1,355 participants

Harbor Retirement Associates, LLC's Harbor Retirement Associates, LLC 401(k) Plan reported $7M in total assets and 1,355 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,191 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Harbor Retirement Associates, LLC 401(k) Plan covers 1,355 participants in Florida, 2.2x the typical Florida plan (state average ~628 per filing). Assets: $7M.

#9,191
in Healthcare & Social Assistance (16,916 peers)
-0.5%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harbor Retirement Associates, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Harbor Retirement Associates, LLC 401(k) Plan vs every filed plan by assets

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

$7,459,968 Top 50% higher than 50% 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

Harbor Retirement Associates, LLC 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 Retirement Associates, LLC 401(k) Plan lands in the large band (1,355 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harbor Retirement Associates, LLC 401(k) Plan reported net income fell from $896K in the plan year 2023 filing to -$39K in the plan year 2024 filing.
  • Harbor Retirement Associates, LLC 401(k) Plan reported participants fell from 1,461 in the plan year 2023 filing to 1,355 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043585453 · Harbor Retirement Associates, LLC PY 2024 · 401(k)

Harbor Retirement Associates, LLC 401(k) Plan · $7M · 1,355 · 50th

  • RANK $7M
  • RANK 1,355
  • RANK 50th
  • RANK 401(k)
  • RANK near Jumpstart for Young Children Inc Employees Savings Trust
  • RANK ind #9191

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 Florida →

Harbor Retirement Associates, LLC 401(k) Plan in the asset neighbourhood

Harbor Retirement Associates, LLC 401(k) PlanHarbor Retirement Associates…$7MJumpstart for Young Children Inc Employees Savings TrustJumpstart for Young Children…$7MTalen, Inc. Employee Stock Ownership and 401(k) PlanTalen, Inc. Employee Stock O…$7MTerphane 401(k) Retirement Savings PlanTerphane 401(k) Retirement S…$7MCallero & Callero LLP 401(k) Profit Sharing PlanCallero & Callero LLP 401(k)…$7M
End-of-year total assets ($M) among Harbor Retirement Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$39K
Employer EIN043585453
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Retirement Associates, LLC)

Sponsor-wide plan assets over time

All Harbor Retirement Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.979490954029568% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.6M $7.46M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 1,306 $7M
2023 1 1,461 $7M
2024 1 1,355 $7M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Harbor Retirement Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Harbor Retirement Associates, LLC 401(k) Plan, Total assets ($B): 0.007459968 · Participants: 1355Harbor Retirement Associates, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Harbor Retirement Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Harbor Retirement Associates, LLC 401(k) Plan side-by-side with 3 peers →

Harbor Retirement Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Jumpstart for Young Children Inc Employees Savings Trust in MA ($7M); by covered participants it is Indiana Pipe Trades Defined Contribution Pension Plan in IN (1,355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,355 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 Harbor Retirement Associates, LLC 401(k) Plan assets move in 2024? ▼
Harbor Retirement Associates, LLC 401(k) Plan held essentially flat - down 0.5% during 2024, from $7M to $7M. Reported net income was -$39K.
How have Harbor Retirement Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Retirement Associates, LLC's sponsor-wide assets grew 13.0%, from $7M to $7M.
Which 401(k) plans are similar in size to Harbor Retirement Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jumpstart for Young Children Inc Employees Savings Trust in MA ($7M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Harbor Retirement Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Indiana Pipe Trades Defined Contribution Pension Plan in IN (1,355 participants, $92M 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 043585453.

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.