Employer · plans filed under one EIN
Harley-Davidson Motor Company, Inc.
Milwaukee, WI · Manufacturing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
4 retirement plans with 100 or more participants file Form 5500 under Harley-Davidson Motor Company, Inc.'s employer identification number (Milwaukee, Wisconsin). Their latest filings total 14,594 participant records and $3.09B in net assets.
The largest is Harley-Davidson Retirement Plan, a defined benefit pension plan with 7,834 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $27.7M and participant contributions $39.9M in the latest plan years; benefits paid were $251M. Schedule C compensation reported to service provider organisations totalled $4.7M.
Combined net assets moved from $503M in 2009 to $3.09B in 2024 (up 515%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Harley-Davidson Retirement Plan | defined benefit pension plan | 2024 | 7,834 | $1.85B | $235,659 | — | $4.3M |
| Harley-Davidson Retirement Savings Plan for Salaried Employees | ESOP with a 401(k) feature | 2024 | 3,999 | $967M | $241,799 | $8,953 | $236K |
| Harley-Davidson Retirement Savings Plan for York Hourly Bargaining Unit Ees | ESOP with a 401(k) feature | 2024 | 1,441 | $97.8M | $67,871 | $1,537 | $96K |
| Harley-Davidson Ret SVGS Plan for Milw & Tomahawk Hrly Barg Unit Ees | ESOP with a 401(k) feature | 2024 | 1,320 | $184M | $139,192 | $2,381 | $91K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 4 | 14,594 | $3.09B | $27.7M | $39.9M |
| 2023 | 4 | 15,190 | $3.05B | $30.5M | $43.0M |
| 2022 | 4 | 15,402 | $2.82B | $25.8M | $42.1M |
| 2021 | 3 | 7,159 | $1.25B | $21.2M | $38.4M |
| 2020 | 3 | 6,564 | $1.15B | $19.9M | $36.4M |
| 2019 | 3 | 6,640 | $1.06B | $21.8M | $39.6M |
| 2018 | 3 | 6,373 | $905M | $19.9M | $37.5M |
| 2017 | 3 | 6,084 | $987M | $16.2M | $32.5M |
| 2016 | 3 | 5,636 | $833M | $16.1M | $33.5M |
| 2015 | 3 | 5,829 | $784M | $16.3M | $35.0M |
| 2014 | 3 | 5,844 | $838M | $14.8M | $32.9M |
| 2013 | 3 | 5,887 | $822M | $14.7M | $33.2M |
| 2012 | 3 | 5,975 | $658M | $13.1M | $32.3M |
| 2011 | 3 | 6,822 | $585M | $12.1M | $32.0M |
| 2010 | 3 | 7,299 | $582M | $9.5M | $29.2M |
| 2009 | 3 | 8,153 | $503M | $1.6M | $33.3M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Towers Watson | Actuarial | 1 | $1,148,423 |
| Pacific Investment Mngmt | — | 1 | $583,892 |
| Loomis Sayles Cogeneva | — | 1 | $518,869 |
| Midwest Institutional Trust Company | Custodial (securities) | 1 | $406,089 |
| Fidelity Investments Institutional | Participant loan processing | 3 | $342,722 |
| Nisa Investment Advisors, LLC | — | 1 | $332,087 |
| MetLife Investment Management | — | 1 | $317,532 |
| Robert W. Baird | — | 1 | $284,838 |
| Earnest Partners | — | 1 | $240,596 |
| Mercer Human Resource Consulting | — | 1 | $170,000 |
| Hardman Johnston Global Advisors | — | 1 | $83,314 |
| Mercer Investments LLC | Consulting (general) | 3 | $81,250 |
| Geneva Capital Management Ltd. | — | 1 | $73,499 |
| Weatherbie Capital LLC | — | 1 | $67,219 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Harley-Davidson Motor Company, Inc. have?
4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Harley-Davidson Retirement Plan, Harley-Davidson Retirement Savings Plan for Salaried Employees, Harley-Davidson Retirement Savings Plan for York Hourly Bargaining Unit Ees and Harley-Davidson Ret SVGS Plan for Milw & Tomahawk Hrly Barg Unit Ees. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Harley-Davidson Motor Company, Inc. contribute to its plans?
$27,746,465 in employer contributions across these plans in their latest plan years, about $4,709 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Towers Watson, Pacific Investment Mngmt, Loomis Sayles Cogeneva and Midwest Institutional Trust Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.