Plan5500

Harris & Associates — 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 (EIN 94-2385238) is a plan sponsor located in Concord, CA with 3 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
94-2385238
Location
Concord, CA
Loaded plans
3
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

  • 3 loaded plans hold $62.9M in reported assets.
  • The largest, Harris & Associates Employee Profit Sharing Plan, holds 67% of this company's reported plan assets.
  • Plans cover 998 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$62.9MSummed across loaded plans$62,932,700
Total reported assets$62.9M$62,937,121
Total reported participants998
Total reported liabilities$4.4K$4,421

Reported net position

Reported assets = net assets + liabilities (summed)$62.9M total assets
Net assets$62.9MLiabilities$4.4K
Contributions & income
Employer contributions$1.1M
Participant contributions$2.7M
Total income / additions$12.6M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$4.9M
Net increase / (decrease)$7.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets67%Harris & Associates Employee Profit Sharing Plan
Participants per plan333Average across loaded plans
Loaded plans3
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 Employee Profit Sharing Plan$42.2M
    Plan #001 · 453 participants · 2023
  2. 2
    Harris & Associates Employee Stock Ownership Plan$20.7M
    Plan #002 · 330 participants · 2023
  3. 3
    Harris & Associates Employee Benefit Plannot reported in the loaded dataset
    Plan #503 · 215 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. Open one for its full reported snapshot.

  1. 2023
    Harris & Associates Employee Benefit Plan215 participants · 2No schedules
    View filing →
  2. 2023
    Harris & Associates Employee Profit Sharing Plan453 participants · 2Sch HSch C
    View filing →
  3. 2023
    Harris & Associates Employee Stock Ownership Plan330 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Harris & Associates report on Form 5500?
Harris & Associates (EIN 94-2385238) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Harris & Associates?
The Employer Identification Number (EIN) reported for Harris & Associates is 94-2385238.
What is the latest Form 5500 filing year for Harris & Associates?
The latest loaded Form 5500 filing year for Harris & Associates is 2023.

Related Form 5500 pages