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  1. Companies/
  2. Harborone Bank
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Harborone Bank

EIN 04-1123040-banking-Latest filing 2025
Plans
3
Retirement
2
$108.6M assets
Health & Benefits
1
$329K premiums
Participants
967
770 OAK ST. - BROCKTON, MA 02301508-895-1325harborone.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401(k)-$75.8M - 494 part#003ESOP-$32.8M - 473 part#508Mixed-$329K - 423 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $108.6M assets / 967 participants

Assets by plan

Share of aggregate retirement assets

  • HARBORONE 401(K) (#002)$75.8M
  • EMPLOYEE STOCK OWNERSHIP (#003)$32.8M
Total $108.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$75.8M
  • (Not disclosed)$32.8M
Total $108.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • HARBORONE 401(K) (#002)494
  • EMPLOYEE STOCK OWNERSHIP (#003)473
Total 967Select a row to open it

Benefits portfolio analytics

1 plan / $329K premiums / 423 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$295K
  • Life$254K
  • Short-term disability$254K
  • Long-term disability$254K
  • Vision$33K
Total $329K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

HARBORONE 401(K) PLAN

401(k)

Assets$75.8M
Participants494
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

HARBORONE BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$32.8M
Participants473
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508

HARBORONE BANK WELFARE BENEFIT PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$329K
Covered lives423
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002HARBORONE 401(K) PLAN401(k)$75.8M4942025
#003HARBORONE BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$32.8M4732025
  • HARBORONE 401(K) PLAN$75.8M
    #002 · 401(k) · 2025494
  • HARBORONE BANK EMPLOYEE STOCK OWNERSHIP PLAN$32.8M
    #003 · ESOP · 2025473

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#508HARBORONE BANK WELFARE BENEFIT PLANMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$329K4232025
  • HARBORONE BANK WELFARE BENEFIT PLAN$329K
    #508 · Mixed · THE PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025423
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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