Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HARBORONE BANK
EIN 04-1123040bankingLatest filing 2025
Plans
3
Retirement
2
$128.0M assets
Welfare
1
$329K premiums
Participants
977
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $128.0M assets / 977 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
59%top
- JOHN HANCOCK LIFE INSURANCE COMPANY59%
- (Not disclosed)41%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $329K premiums / 423 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$295K
- Life$254K
- Short-term disability$254K
- Long-term disability$254K
- Vision$33K
Carrier market share
Premium dollars by Schedule A carrier
77%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA77%
- RELIASTAR LIFE INSURANCE COMPANY13%
- VISION SERVICE PLAN10%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HARBORONE 401(K) PLAN
401k
Assets$75.8M
Participants494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HARBORONE BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$52.2M
Participants483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
HARBORONE BANK WELFARE BENEFIT PLAN
Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$329K
Covered lives423
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HARBORONE 401(K) PLAN | 401k | $75.8M | 494 | 2025 | |
| 003 | HARBORONE BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $52.2M | 483 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | HARBORONE BANK WELFARE BENEFIT PLAN | Mixed | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $329K | 423 | 2025 |
Retirement plans
Welfare plans