401(k) · DOL Form 5500 · 2024

Harbor Healthcare System, LP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,241
Participants Near avg headcount
56th
Percentile by assets National rank
$8,117
Avg per participant Low balance/head
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Official DOL plan name: Harbor Healthcare System 401(k) Plan · Sponsored by Harbor Healthcare System, LP · Texas · Professional & Technical Services

$10M in assets, 1,241 participants

Harbor Healthcare System, LP's Harbor Healthcare System 401(k) Plan reported $10M in total assets and 1,241 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,922 in Professional & Technical Services (20,173 peers)

Harbor Healthcare System, LP multi-year trail

Harbor Healthcare System, LP's plans moved +59.7% in assets from 2022 to 2024; this filing shows Harbor Healthcare System 401(k) Plan at $10M / 1,241 participants.

#10,922
in Professional & Technical Services (20,173 peers)
+21.3%
assets growth YoY

Harbor Healthcare System 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Harbor Healthcare System 401(k) Plan vs every filed plan by assets

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

$10,073,558 Top 44% higher than 56% 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

Harbor Healthcare System 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Healthcare System 401(k) Plan lands in the large band (1,241 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harbor Healthcare System 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Harbor Healthcare System 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Harbor Healthcare System 401(k) Plan reported participants rose from 1,176 in the plan year 2023 filing to 1,241 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 204081878 · Harbor Healthcare System, LP PY 2024 · 401(k)

Harbor Healthcare System 401(k) Plan · $10M · 1,241 · 56th

  • EIN $10M
  • RANK 1,241
  • PHOTO 56th
  • IND 401(k)
  • EOY near Mcgee Retirement Readiness Plan
  • 5500 ind #10922

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 Professional & Technical Services retirement plans → · Plans in Texas →

Harbor Healthcare System 401(k) Plan in the asset neighbourhood

Harbor Healthcare System 401(k) PlanHarbor Healthcare System 401…$10MMcgee Retirement Readiness PlanMcgee Retirement Readiness P…$10MB+T Group Holdings Retirement Savings PlanB+T Group Holdings Retiremen…$10MMainstay Life Services 401(k) PlanMainstay Life Services 401(k…$10MPremier Eyecare and Surgery 401(k) PlanPremier Eyecare and Surgery …$10M
End-of-year total assets ($M) among Harbor Healthcare System 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Harbor Healthcare System, LP multi-year asset trail

Sponsor-wide plan assets over time

All Harbor Healthcare System, LP plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.71460661615951% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.31M $10.1M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 948 $6M
2023 1 1,176 $8M
2024 1 1,241 $10M

Harbor Healthcare System, LP filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN204081878
Plan Effective Date2006-03-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Harbor Healthcare System 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Harbor Healthcare System 401(k) Plan, Total assets ($B): 0.010073558 · Participants: 1241Harbor Healthcare System 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Harbor Healthcare System 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Harbor Healthcare System 401(k) Plan side-by-side with 3 peers →

Harbor Healthcare System 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mcgee Retirement Readiness Plan in WA ($10M); by covered participants it is Ameresco, Inc. 401(k) Plan in MA (1,241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,241 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 Harbor Healthcare System 401(k) Plan assets move in 2024? ▼
Harbor Healthcare System 401(k) Plan grew sharply - up 21.3% during 2024, from $8M to $10M. Reported net income was $2M.
How have Harbor Healthcare System, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Healthcare System, LP's sponsor-wide assets grew 59.7%, from $6M to $10M.
Which 401(k) plans are similar in size to Harbor Healthcare System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgee Retirement Readiness Plan in WA ($10M, 1,901 participants).
Which 401(k) plans cover a similar participant headcount to Harbor Healthcare System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameresco, Inc. 401(k) Plan in MA (1,241 participants, $252M 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 204081878.

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.