Harding Loevner Lp — 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, Harding Loevner Lp (EIN 27-0684167) is a plan sponsor located in Bridgewater, NJ 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
27-0684167
Location
Bridgewater, NJ
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 Harding Loevner Lp

  • 2 loaded plans hold $56.3M in reported assets.
  • The largest, Harding Loevner Profit Sharing Thrift Plan, holds 100% of this company's reported plan assets.
  • Plans cover 264 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.3MSummed across loaded plans$56,286,144
Total reported assets$56.3M$56,286,144
Total reported participants264
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$56.3M total assets
Net assets$56.3MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$2.4M
Total income / additions$12.4M
Expenses & distributions
Benefits paid / distributions$5.5M
Total expenses$5.5M
Net increase / (decrease)$6.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Harding Loevner Profit Sharing Thrift Plan
Participants per plan132Average 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
    Plan #001 · 146 participants · 2023
  2. 2
    Harding Loevner Lp Benefit Plannot reported in the loaded dataset
    Plan #501 · 118 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Harding Loevner Lp. Open one for its full reported snapshot.

  1. 2023
    Harding Loevner Lp Benefit Plan118 participants · 2No schedules
    View filing →
  2. 2023
    Harding Loevner Profit Sharing Thrift Plan146 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Harding Loevner Lp report on Form 5500?
Harding Loevner Lp (EIN 27-0684167) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Harding Loevner Lp?
The Employer Identification Number (EIN) reported for Harding Loevner Lp is 27-0684167.
What is the latest Form 5500 filing year for Harding Loevner Lp?
The latest loaded Form 5500 filing year for Harding Loevner Lp is 2023.

Related Form 5500 pages