401(k) · DOL Form 5500 · 2024

Harbor Capital Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
224
Participants Below avg headcount
90th
Percentile by assets National rank
$428,372
Avg per participant High balance/head
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Official DOL plan name: Harbor Capital Advisors, Inc. 401(k) Plan · Sponsored by Harbor Capital Advisors, Inc. · Illinois · Finance & Insurance

$96M in assets, 224 participants

Harbor Capital Advisors, Inc.'s Harbor Capital Advisors, Inc. 401(k) Plan reported $96M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,234 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Harbor Capital Advisors, Inc. 401(k) Plan covers 224 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $96M.

#7,234
in Finance & Insurance (8,549 peers)
+16.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Harbor Capital Advisors, Inc. 401(k) Plan's outsized position by total assets

Harbor Capital Advisors, Inc. 401(k) Plan vs every filed plan by assets

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

$95,955,377 Top 10% higher than 90% 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 Capital Advisors, Inc. 401(k) 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 Capital Advisors, Inc. 401(k) Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harbor Capital Advisors, Inc. 401(k) Plan reported net income fell from $20M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Harbor Capital Advisors, Inc. 401(k) Plan end-of-year assets rose from $83M in the plan year 2023 filing to $96M in the plan year 2024 filing.
  • Harbor Capital Advisors, Inc. 401(k) Plan reported participants rose from 204 in the plan year 2023 filing to 224 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341953397 · Harbor Capital Advisors, Inc. PY 2024 · 401(k)

Harbor Capital Advisors, Inc. 401(k) Plan · $96M · 224 · 90th

  • EIN $96M
  • EIN 224
  • EIN 90th
  • EIN 401(k)
  • EIN near Crouse Hospital 401(k) Retirement Plan for
  • EIN ind #7234

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 Finance & Insurance retirement plans → · Plans in Illinois →

Harbor Capital Advisors, Inc. 401(k) Plan in the asset neighbourhood

J & B Group, Inc. 401(k) Plan and TrustJ & B Group, Inc. 401(k) Pla…$96MHarbor Capital Advisors, Inc. 401(k) PlanHarbor Capital Advisors, Inc…$96MCrouse Hospital 401(k) Retirement Plan forCrouse Hospital 401(k) Retir…$96MSynchronoss Technologies, Inc. 401(k) PlanSynchronoss Technologies, In…$96MMike Albert Leasing, Inc. Retirement Savings PlanMike Albert Leasing, Inc. Re…$96M
End-of-year total assets ($M) among Harbor Capital Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$96M
Net Income$13M
Employer EIN341953397
Plan Effective Date2001-06-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Capital Advisors, Inc.)

Sponsor-wide plan assets over time

All Harbor Capital Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 52.80462710116485% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $62.8M $96M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 191 $63M
2023 1 204 $83M
2024 1 224 $96M

Nearby 401(k) Plans in Illinois

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

Harbor Capital Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Harbor Capital Advisors, Inc. 401(k) Plan, Total assets ($B): 0.095955377 · Participants: 224Harbor Capital Advisors, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Harbor Capital Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Harbor Capital Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Harbor Capital Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Crouse Hospital 401(k) Retirement Plan for in NY ($96M); by covered participants it is Ideal Ready Mix Company 401(k) Plan in IA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Capital Advisors, Inc. 401(k) Plan assets move in 2024? ▼
Harbor Capital Advisors, Inc. 401(k) Plan grew sharply - up 16.0% during 2024, from $83M to $96M. Reported net income was $13M.
How have Harbor Capital Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Capital Advisors, Inc.'s sponsor-wide assets grew 52.8%, from $63M to $96M.
Where does Harbor Capital Advisors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Harbor Capital Advisors, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Harbor Capital Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crouse Hospital 401(k) Retirement Plan for in NY ($96M, 2,093 participants).
Which 401(k) plans cover a similar participant headcount to Harbor Capital Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ideal Ready Mix Company 401(k) Plan in IA (224 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 341953397.

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.