401(k) · DOL Form 5500 · 2024

Harbert Management Corporation 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
238
Participants Below avg headcount
91st
Percentile by assets National rank
$456,586
Avg per participant High balance/head
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Official DOL plan name: Harbert Retirement Plan · Sponsored by Harbert Management Corporation · Alabama · Finance & Insurance

$109M in assets, 238 participants

Harbert Management Corporation's Harbert Retirement Plan reported $109M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,350 in Finance & Insurance (8,549 peers)

Where Harbert Retirement Plan sits by assets

Harbert Retirement Plan sits in the top 10% of all filed plans by assets, $109M for 238 participants (~$456,586/participant), up 11.6% in 2024.

#7,350
in Finance & Insurance (8,549 peers)
+11.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Harbert Retirement Plan's outsized position by total assets

Harbert Retirement Plan vs every filed plan by assets

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

$108,667,475 Top 9% higher than 91% 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

Harbert Retirement 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. Harbert Retirement Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harbert Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Harbert Retirement Plan end-of-year assets rose from $97M in the plan year 2023 filing to $109M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 631105435 · Harbert Management Corporation PY 2024 · 401(k)

Harbert Retirement Plan · $109M · 238 · 91st

  • PART $109M
  • PART 238
  • PART 91st
  • PART 401(k)
  • PART near Partner Engineering and Science 401(k) Plan
  • PART ind #7350

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 Alabama →

Harbert Retirement Plan in the asset neighbourhood

Kirton Mcconkie Retirement PlanKirton Mcconkie Retirement P…$109MCopt Defense Properties, LP Employee Retirement Savings PlanCopt Defense Properties, LP …$109MPartner Engineering and Science 401(k) PlanPartner Engineering and Scie…$109MHarbert Retirement Plan$109MDm Intermediate Parent Ps & 401(k) PlanDm Intermediate Parent Ps & …$109M
End-of-year total assets ($M) among Harbert Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$109M
Net Income$11M
Employer EIN631105435
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbert Management Corporation)

Sponsor-wide plan assets over time

All Harbert Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$109M 34.34451679653316% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $80.9M $109M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 227 $81M
2023 1 236 $97M
2024 1 238 $109M

Nearby 401(k) Plans in Alabama

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

Harbert Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Harbert Retirement Plan, Total assets ($B): 0.108667475 · Participants: 238Harbert Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Harbert Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Harbert Retirement Plan side-by-side with 3 peers →

Harbert Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Partner Engineering and Science 401(k) Plan in CA ($109M); by covered participants it is Prevailing Multiple Employer Plan in PA (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($109M here).

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Harbert Retirement Plan assets move in 2024? ▼
Harbert Retirement Plan grew at a solid clip - up 11.6% during 2024, from $97M to $109M. Reported net income was $11M.
How have Harbert Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbert Management Corporation's sponsor-wide assets grew 34.3%, from $81M to $109M.
Where does Harbert Retirement Plan rank by assets among Form 5500 filers? ▼
Harbert Retirement Plan ranks in the 91st 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 Harbert Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Partner Engineering and Science 401(k) Plan in CA ($109M, 1,153 participants).
Which 401(k) plans cover a similar participant headcount to Harbert Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in PA (238 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 631105435.

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.