401(k) · DOL Form 5500 · 2024

Harris Freeman and Co., Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
338
Participants Below avg headcount
79th
Percentile by assets National rank
$101,606
Avg per participant Below avg balance/head
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Official DOL plan name: Harris Freeman, Southern Tea 401(k) Profit Sharing Plan · Sponsored by Harris Freeman and Co., Inc. · New Jersey · Manufacturing

$34M in assets, 338 participants

Harris Freeman and Co., Inc.'s Harris Freeman, Southern Tea 401(k) Profit Sharing Plan reported $34M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,683 in Manufacturing (17,777 peers)

Coverage in New Jersey

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan covers 338 participants in New Jersey, about 40% of the average New Jersey filer (state average ~844 per filing). Assets: $34M.

#12,683
in Manufacturing (17,777 peers)
+11.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan's outsized position by total assets

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,342,918 Top 21% higher than 79% 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

Harris Freeman, Southern Tea 401(k) Profit Sharing 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. Harris Freeman, Southern Tea 401(k) Profit Sharing Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Harris Freeman, Southern Tea 401(k) Profit Sharing Plan reported participants rose from 227 in the plan year 2023 filing to 338 in the plan year 2024 filing.
  • Harris Freeman, Southern Tea 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Harris Freeman, Southern Tea 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953727699 · Harris Freeman and Co., Inc. PY 2024 · 401(k)

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan · $34M · 338 · 79th

  • TYPE $34M
  • NET 338
  • BOOK 79th
  • VS-ST 401(k)
  • BOY near Reliable Credit Association, Inc. Profit Sharing Trust
  • SCH ind #12683

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 Manufacturing retirement plans → · Plans in New Jersey →

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan in the asset neighbourhood

The Tenaris Legacy 401(k) Retirement PlanThe Tenaris Legacy 401(k) Re…$34MHarris Freeman, Southern Tea 401(k) Profit Sharing PlanHarris Freeman, Southern Tea…$34MReliable Credit Association, Inc. Profit Sharing TrustReliable Credit Association,…$34MAdams Bank & Trust 401(k) PlanAdams Bank & Trust 401(k) Pl…$34MLipman Brothers LLC Savings PlanLipman Brothers LLC Savings …$34M
End-of-year total assets ($M) among Harris Freeman, Southern Tea 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN953727699
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harris Freeman and Co., Inc.)

Sponsor-wide plan assets over time

All Harris Freeman and Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 86.50885469778005% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $18.4M $34.3M ▲ +86.5%
Year Plans Participants Total Assets
2022 1 208 $18M
2023 1 227 $31M
2024 1 338 $34M

Nearby 401(k) Plans in New Jersey

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

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Harris Freeman, Southern Tea 401(k) Profit Sharing Plan, Total assets ($B): 0.034342918 · Participants: 338Harris Freeman, Southern Tea 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Harris Freeman, Southern Tea 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Harris Freeman, Southern Tea 401(k) Profit Sharing Plan side-by-side with 3 peers →

Harris Freeman, Southern Tea 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Reliable Credit Association, Inc. Profit Sharing Trust in OR ($34M); by covered participants it is Healthcrest Surgical 401(k) Plan in OK (338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Harris Freeman, Southern Tea 401(k) Profit Sharing Plan assets move in 2024? ▼
Harris Freeman, Southern Tea 401(k) Profit Sharing Plan grew at a solid clip - up 11.4% during 2024, from $31M to $34M. Reported net income was $4M.
How have Harris Freeman and Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris Freeman and Co., Inc.'s sponsor-wide assets grew 86.5%, from $18M to $34M.
Where does Harris Freeman, Southern Tea 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Harris Freeman, Southern Tea 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Harris Freeman, Southern Tea 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reliable Credit Association, Inc. Profit Sharing Trust in OR ($34M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Harris Freeman, Southern Tea 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcrest Surgical 401(k) Plan in OK (338 participants, $12M 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 953727699.

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.