401(k) · DOL Form 5500 · 2024
Harborstone Credit Union 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 268
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $202,326
- Avg per participant Above avg balance/head
Official DOL plan name: Harborstone Credit Union Employee Retirement Savings Plan · Sponsored by Harborstone Credit Union · Washington · Finance & Insurance
$54M in assets, 268 participants
Harborstone Credit Union's Harborstone Credit Union Employee Retirement Savings Plan reported $54M in total assets and 268 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,571 in Finance & Insurance (8,549 peers)
Coverage in Washington
Harborstone Credit Union Employee Retirement Savings Plan covers 268 participants in Washington, about 18% of the average Washington filer (state average ~1,476 per filing). Assets: $54M.
- #6,571
- in Finance & Insurance (8,549 peers)
- +16.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Harborstone Credit Union Employee Retirement Savings Plan's outsized position by total assets
Harborstone Credit Union Employee Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,223,388 Top 15% higher than 85% 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
Harborstone Credit Union Employee Retirement Savings 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. Harborstone Credit Union Employee Retirement Savings Plan sits mid-pack in the medium band (268 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harborstone Credit Union Employee Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Harborstone Credit Union Employee Retirement Savings Plan end-of-year assets rose from $47M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- Harborstone Credit Union Employee Retirement Savings Plan reported participants fell from 277 in the plan year 2023 filing to 268 in the plan year 2024 filing.
DOL schedule card
Filing strip 910659059 · Harborstone Credit Union PY 2024 · 401(k)
Harborstone Credit Union Employee Retirement Savings Plan · $54M · 268 · 85th
- BOY $54M
- SCH 268
- EBSA 85th
- PART 401(k)
- TYPE near Glaziers Architectural Metal & Glassworkers Local 513, Division a, Glaziers Unit 401(k) and Supplemental Retirement Plan
- NET ind #6571
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 Washington →
Harborstone Credit Union Employee Retirement Savings Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $8M |
| Employer EIN | 910659059 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harborstone Credit Union)
Sponsor-wide plan assets over time
All Harborstone Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 24.94342354420685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 255 | $43M |
| 2023 | 1 | 277 | $47M |
| 2024 | 1 | 268 | $54M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Harborstone Credit Union Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Glaziers Architectural Metal & Glassworkers Local 513, Division a, Glaziers Unit 401(k) and Supplemental Retirement Plan in MO ($54M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in PA (268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (268 participants); asset peers above are excluded.
- Advantage Engineers, LLC 401(k) Plan (PA) 268 · 0 off
- Custom Home Care 401(k) Plan (IL) 268 · 0 off
- Custom Home Care 401(k) Plan (IL) 268 · 0 off
- Flight Check 401(k) Plan (IL) 268 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.