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HARBORONE BANK — HARBORONE BANK EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251009103113NAL0010768960001
HARBORONE BANK
Form 5500
FILING_RECEIVED
HARBORONE BANK EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
359
Accounts w/ balance
483
Plan assets (EOY)
$52.2M
Net assets (EOY)
$25.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HARBORONE BANK
.
Find decision makers
Plan sponsor
Name
HARBORONE BANK
EIN
04-1123040
Address
770 OAK STREET · BROCKTON, MA · 02301
Phone
(508) 895-1329
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2H · Partial participant-directed accounts
2P · Leveraged ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
GRAY GRAY & GRAY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $52.2M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
HARBORONE BANCORP, INC.
—
—
$17.8M
$52.2M
100.0%
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Knocking points off
Top holding "HARBORONE BANCORP, INC." is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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