ESOP · DOL Form 5500 · 2022
Highland Homes Holdings, Inc. ESOP
Data updated 2026-08-06
- $520M
- Total assets
- 690
- Participants
- 98th
- Percentile by assets
- $753,088
- Avg per participant
Official DOL plan name: Highland Homes Employee Stock Ownership Plan · Sponsored by Highland Homes Holdings, Inc. · Texas · Construction
$520M in assets, 690 participants
Highland Homes Holdings, Inc.'s Highland Homes Employee Stock Ownership Plan reported $520M in total assets and 690 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 98th percentile by assets (of 139,258 plans)
- #9,730 in Construction (9,938 peers)
Where Highland Homes Employee Stock Ownership Plan sits by assets
Highland Homes Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $520M for 690 participants (~$753,088/participant), down 23.6% in 2022.
- $520M
- total plan assets (2022 EOY)
- 690
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $753,088
- avg assets per participant
The plan reported a net loss of $160M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Highland Homes Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Highland Homes Employee Stock Ownership Plan outranks 98% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.2x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $680M |
|---|---|
| Net Assets (End of Year) | $497M |
| Net Income | -$160M |
| Employer EIN | 383987385 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Highland Homes Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 690 | $520M |
| 2023 | 1 | 791 | $885M |
| 2024 | 1 | 891 | $983M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Highland Homes Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
- Betenbough Companies Employee Stock Ownership Plan $349M · 332
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Highland Homes Employee Stock Ownership Plan by total assets, not by location.
- Johnson and Johnson Retirement Savings Plan (NJ) $511M · 3,858
- Sheetz, Inc. Employee Stock Ownership Plan (PA) $534M · 12,847
- Magnolia Employee Stock Ownership Plan (LA) $499M · 561
- U-Haul Holding Company Employee Stock Ownership Plan (AZ) $498M · 18,179
Frequently Asked Questions
How did Highland Homes Employee Stock Ownership Plan assets move in 2022? ▼
How have Highland Homes Holdings, Inc. plan assets changed over time? ▼
Where does Highland Homes Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Highland Homes Employee Stock Ownership …
Scale reading
Ways to act on Highland Homes Employee Stock Ownership Plan's numbers.
- By total assets, Highland Homes Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Highland Homes Holdings, Inc.'s sponsor-wide assets have grown 89.2% since 2022 across 3 plan years on file. More Construction plans