401(k) · DOL Form 5500 · 2024

Harold Brothers Mechanical Contractors, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
287
Participants Below avg headcount
73rd
Percentile by assets National rank
$78,962
Avg per participant Below avg balance/head
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Official DOL plan name: Harold Brothers Mechanical 401(k) Plan · Sponsored by Harold Brothers Mechanical Contractors, Inc. · Massachusetts · Other Services

$23M in assets, 287 participants

Harold Brothers Mechanical Contractors, Inc.'s Harold Brothers Mechanical 401(k) Plan reported $23M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,576 in Other Services (7,719 peers)

Coverage in Massachusetts

Harold Brothers Mechanical 401(k) Plan covers 287 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $23M.

#6,576
in Other Services (7,719 peers)
+25.7%
assets growth YoY

Harold Brothers Mechanical 401(k) Plan's outsized position by total assets

Harold Brothers Mechanical 401(k) Plan vs every filed plan by assets

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

$22,661,965 Top 27% higher than 73% 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

Harold Brothers Mechanical 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. Harold Brothers Mechanical 401(k) Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harold Brothers Mechanical 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Harold Brothers Mechanical 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Harold Brothers Mechanical 401(k) Plan reported participants fell from 300 in the plan year 2023 filing to 287 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 263189470 · Harold Brothers Mechanical Contractors, Inc. PY 2024 · 401(k)

Harold Brothers Mechanical 401(k) Plan · $23M · 287 · 73rd

  • VS-ST $23M
  • BOY 287
  • SCH 73rd
  • EBSA 401(k)
  • PART near Spero Financial Federal Credit Union 401(k)/Profit Sharing Plan
  • TYPE ind #6576

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 Massachusetts →

Harold Brothers Mechanical 401(k) Plan in the asset neighbourhood

Harold Brothers Mechanical 401(k) PlanHarold Brothers Mechanical 4…$23MSpero Financial Federal Credit Union 401(k)/Profit Sharing PlanSpero Financial Federal Cred…$23MNewage Industries, Inc. 401(k) PlanNewage Industries, Inc. 401(…$23MFred Martin Motor Company 401(k) Profit Sharing Plan & TrustFred Martin Motor Company 40…$23MMutual Drug 401(k) Plan$23M
End-of-year total assets ($M) among Harold Brothers Mechanical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN263189470
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harold Brothers Mechanical Contractors, Inc.)

Sponsor-wide plan assets over time

All Harold Brothers Mechanical Contractors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 53.50416020488928% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.8M $22.7M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 286 $15M
2023 1 300 $18M
2024 1 287 $23M

Nearby 401(k) Plans in Massachusetts

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

Harold Brothers Mechanical 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Harold Brothers Mechanical 401(k) Plan, Total assets ($B): 0.022661965 · Participants: 287Harold Brothers Mechanical 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
Harold Brothers Mechanical 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Harold Brothers Mechanical 401(k) Plan side-by-side with 3 peers →

Harold Brothers Mechanical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Spero Financial Federal Credit Union 401(k)/Profit Sharing Plan in SC ($23M); by covered participants it is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Harold Brothers Mechanical 401(k) Plan assets move in 2024? ▼
Harold Brothers Mechanical 401(k) Plan grew sharply - up 25.7% during 2024, from $18M to $23M. Reported net income was $4M.
How have Harold Brothers Mechanical Contractors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harold Brothers Mechanical Contractors, Inc.'s sponsor-wide assets grew 53.5%, from $15M to $23M.
Which 401(k) plans are similar in size to Harold Brothers Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spero Financial Federal Credit Union 401(k)/Profit Sharing Plan in SC ($23M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Harold Brothers Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants, $10M 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 263189470.

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.