401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$23M
Total assets
287
Participants
73rd
Percentile by assets
$78,962
Avg per participant
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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.

  • 73rd percentile by assets (of 123,622 plans)
  • #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.

$23M
total plan assets (2024 EOY)
287
covered participants
73rd
percentile by assets (of 123,622 plans)
$78,962
avg assets per participant

Where Harold Brothers Mechanical 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Massachusetts
Industry
Other Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Harold Brothers Mechanical 401(k) Plan reports 287 participants - about 44% of that state average ($23M EOY assets).

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.)

$10M$15M$20M$25M 202220232024 $14.8M $22.7M ▲ +53.5%
Total plan assets by year, all Harold Brothers Mechanical Contractors, Inc. plans on file
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 ($B) Participants Harold Brothers Mech…, Total assets ($B): 0.022661965 · Participants: 287Harold Brothers Mech…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Harold Brothers Mechanical 401(k) Plan by total assets, not by location.

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).

Next read for Harold Brothers Mechanical 401(k) Plan

Filing takeaways

Ways to act on Harold Brothers Mechanical 401(k) Plan's numbers.

  • By total assets, Harold Brothers Mechanical 401(k) Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • Harold Brothers Mechanical Contractors, Inc.'s sponsor-wide assets have grown 53.5% since 2022 across 3 plan years on file. More Other Services plans

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.