Plan5500

Harris Associates L.P. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Harris Associates L.P. (EIN 04-3276558) is a plan sponsor located in Chicago, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3276558
Location
Chicago, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Harris Associates L.P.

  • 2 loaded plans hold $204.3M in reported assets.
  • The largest, Harris Associates L.P. Profit Sharing And Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 552 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$204.3MSummed across loaded plans$204,311,518
Total reported assets$204.3M$204,311,518
Total reported participants552
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$204.3M total assets
Net assets$204.3MLiabilities$0
Contributions & income
Employer contributions$6.2M
Participant contributions$3.6M
Total income / additions$51.4M
Expenses & distributions
Benefits paid / distributions$12.3M
Total expenses$12.4M
Net increase / (decrease)$39M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Harris Associates L.P. Profit Sharing And Savings Plan
Participants per plan276Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Harris Associates L.P. Profit Sharing And Savings Plan$204.3M
    Plan #001 · 329 participants · 2023
  2. 2
    Harris Associates L.P. Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 223 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Harris Associates L.P.. Open one for its full reported snapshot.

  1. 2023
    Harris Associates L.P. Profit Sharing And Savings Plan329 participants · 2Sch HSch C
    View filing →
  2. 2023
    Harris Associates L.P. Welfare Benefits Plan223 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Harris Associates L.P. report on Form 5500?
Harris Associates L.P. (EIN 04-3276558) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Harris Associates L.P.?
The Employer Identification Number (EIN) reported for Harris Associates L.P. is 04-3276558.
What is the latest Form 5500 filing year for Harris Associates L.P.?
The latest loaded Form 5500 filing year for Harris Associates L.P. is 2023.

Related Form 5500 pages