Profit Sharing · DOL Form 5500 · 2024
Harden Foundation Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $668,184
- Avg per participant High balance/head
Official DOL plan name: Harden Foundation Retirement Plan · Sponsored by Harden Foundation · California · Other Services
$2M in assets, 3 participants
Harden Foundation's Harden Foundation Retirement Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,167 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Harden Foundation Retirement Plan ranks #4,167 of 7,719 2024 filers by assets (1001% of the sector average)-$2M for 3 participants.
- #4,167
- in Other Services (7,719 peers)
- +14.9%
- assets growth YoY
Harden Foundation Retirement Plan among the smaller filed plans by assets
Harden Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,004,553 29th percentile higher than 29% 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
Harden Foundation Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harden Foundation Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harden Foundation Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 946098887 · Harden Foundation PY 2024 · Profit Sharing
Harden Foundation Retirement Plan · $2M · 3 · 29th
- EBSA $2M
- PART 3
- TYPE 29th
- NET Profit Sharing
- BOOK near Hassen Properties Inc. Profit Sharing Plan
- VS-ST ind #4167
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 California →
Harden Foundation Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $260K |
| Employer EIN | 946098887 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harden Foundation)
Sponsor-wide plan assets over time
All Harden Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 35.78829643538897% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Harden Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Hassen Properties Inc. Profit Sharing Plan in WA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
- Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
- Ansonics Money Purchase Plan (OR) 3 · 0 off
- Aatc8 Inc. Retirement Plan (MD) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.