401(k) · DOL Form 5500 · 2024

Harbourvest Partners, LLC 401(k) Plan

Data updated 2026-08-25

$226M
Total assets Near avg plan size
894
Participants Near avg headcount
95th
Percentile by assets National rank
$252,628
Avg per participant Above avg balance/head
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Official DOL plan name: Harbourvest Partners, LLC 401(k) Plan · Sponsored by Harbourvest Partners, LLC · Massachusetts · Finance & Insurance

$226M in assets, 894 participants

Harbourvest Partners, LLC's Harbourvest Partners, LLC 401(k) Plan reported $226M in total assets and 894 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,823 in Finance & Insurance (8,549 peers)

Where Harbourvest Partners, LLC 401(k) Plan sits by assets

Harbourvest Partners, LLC 401(k) Plan sits in the top 5% of all filed plans by assets, $226M for 894 participants (~$252,628/participant), up 26.7% in 2024.

#7,823
in Finance & Insurance (8,549 peers)
+26.7%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Harbourvest Partners, LLC 401(k) Plan's outsized position by total assets

Harbourvest Partners, LLC 401(k) Plan vs every filed plan by assets

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

$225,849,218 Top 5% higher than 95% 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

Harbourvest Partners, LLC 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. Harbourvest Partners, LLC 401(k) Plan sits mid-pack in the medium band (894 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harbourvest Partners, LLC 401(k) Plan end-of-year assets rose from $178M in the plan year 2023 filing to $226M in the plan year 2024 filing.
  • Harbourvest Partners, LLC 401(k) Plan reported participants rose from 808 in the plan year 2023 filing to 894 in the plan year 2024 filing.
  • Harbourvest Partners, LLC 401(k) Plan reported net income rose from $45M in the plan year 2023 filing to $48M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043335829 · Harbourvest Partners, LLC PY 2024 · 401(k)

Harbourvest Partners, LLC 401(k) Plan · $226M · 894 · 95th

  • TYPE $226M
  • TYPE 894
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near Amsurg, LLC 401(k) Plan
  • TYPE ind #7823

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 Massachusetts →

Harbourvest Partners, LLC 401(k) Plan in the asset neighbourhood

Service Logic 401(k) Plan$226MHarbourvest Partners, LLC 401(k) PlanHarbourvest Partners, LLC 40…$226MAmsurg, LLC 401(k) Plan$226MClearwater Paper 401(k) Plan$226MApplied Systems, Inc. Retirement Savings PlanApplied Systems, Inc. Retire…$226M
End-of-year total assets ($M) among Harbourvest Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$226M
Net Income$48M
Employer EIN043335829
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbourvest Partners, LLC)

Sponsor-wide plan assets over time

All Harbourvest Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$226M 70.12750831601356% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $133M $226M ▲ +70.1%
Year Plans Participants Total Assets
2022 1 611 $133M
2023 1 808 $178M
2024 1 894 $226M

Nearby 401(k) Plans in Massachusetts

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

Harbourvest Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Harbourvest Partners, LLC 401(k) Plan, Total assets ($B): 0.225849218 · Participants: 894Harbourvest Partners, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Harbourvest Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harbourvest Partners, LLC 401(k) Plan side-by-side with 3 peers →

Harbourvest Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Amsurg, LLC 401(k) Plan in TN ($226M); by covered participants it is Alliance Entertainment 401(k) Plan in FL (894 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($226M here).

Similar participant headcount

Nearest other-state filings by covered participants (894 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 Harbourvest Partners, LLC 401(k) Plan assets move in 2024? ▼
Harbourvest Partners, LLC 401(k) Plan grew sharply - up 26.7% during 2024, from $178M to $226M. Reported net income was $48M.
How have Harbourvest Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbourvest Partners, LLC's sponsor-wide assets grew 70.1%, from $133M to $226M.
Where does Harbourvest Partners, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Harbourvest Partners, LLC 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Harbourvest Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amsurg, LLC 401(k) Plan in TN ($226M, 4,447 participants).
Which 401(k) plans cover a similar participant headcount to Harbourvest Partners, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliance Entertainment 401(k) Plan in FL (894 participants, $26M 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 043335829.

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.