401(k) · DOL Form 5500 · 2024
Harris Beach PLLC 401(k) Plan
Data updated 2026-08-11
- $211M
- Total assets
- 451
- Participants
- 94th
- Percentile by assets
- $468,190
- Avg per participant
Official DOL plan name: Harris Beach 401(k) Profit Sharing Plan · Sponsored by Harris Beach PLLC · New York · Professional & Technical Services
$211M in assets, 451 participants
Harris Beach PLLC's Harris Beach 401(k) Profit Sharing Plan reported $211M in total assets and 451 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #19,292 in Professional & Technical Services (20,173 peers)
Where Harris Beach 401(k) Profit Sharing Plan sits by assets
Harris Beach 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $211M for 451 participants (~$468,190/participant), up 7.0% in 2024.
- $211M
- total plan assets (2024 EOY)
- 451
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $468,190
- avg assets per participant
Where Harris Beach 401(k) Profit Sharing Plan sits by total assets
Harris Beach 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$211,153,509 Top 6% higher than 94% of 123,620 filed plans
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
- Harris Beach 401(k) Profit Sharing Plan reported net income fell from $27M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Harris Beach 401(k) Profit Sharing Plan end-of-year assets rose from $197M in the plan year 2023 filing to $211M in the plan year 2024 filing.
- Harris Beach 401(k) Profit Sharing Plan reported participants fell from 458 in the plan year 2023 filing to 451 in the plan year 2024 filing.
Harris Beach 401(k) Profit Sharing Plan vs the 2024 asset distribution
By assets, Harris Beach 401(k) Profit Sharing Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $197M |
|---|---|
| Net Assets (End of Year) | $211M |
| Net Income | $14M |
| Employer EIN | 841623836 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harris Beach PLLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 384 | $170M |
| 2023 | 1 | 458 | $197M |
| 2024 | 1 | 451 | $211M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Harris Beach 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Harris Beach 401(k) Profit Sharing Plan by total assets, not by location.
- Morton Buildings, Inc. 401(k) and ESOP (IL) $211M · 1,658
- Retirement Savings Plan for Seaboard Corporation (KS) $211M · 2,620
- Grande Associates Asset Accumulation Plan (WI) $211M · 1,203
- Compass Health, Inc. 401(k) Plan (MO) $212M · 4,504
Frequently Asked Questions
How did Harris Beach 401(k) Profit Sharing Plan assets move in 2024? ▼
How have Harris Beach PLLC plan assets changed over time? ▼
Where does Harris Beach 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Harris Beach 401(k) Profit Sharing Plan? ▼
Next read for Harris Beach 401(k) Profit Sharing Plan
Scale reading
Ways to act on Harris Beach 401(k) Profit Sharing Plan's numbers.
- By total assets, Harris Beach 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Harris Beach PLLC's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans