ESOP · DOL Form 5500 · 2022

Highland Homes Holdings, Inc. ESOP

Data updated 2026-08-25

$520M
Total assets Above avg plan size
690
Participants Below avg headcount
98th
Percentile by assets National rank
$753,088
Avg per participant High balance/head
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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.

  • #9,719 in Construction (9,927 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.

#9,719
in Construction (9,927 peers)
-23.6%
assets change YoY
5.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Highland Homes Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$519,630,506 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Highland Homes Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Highland Homes Employee Stock Ownership Plan sits mid-pack in the medium band (690 participants).

EBSA filing schedule strip

Filing strip 383987385 · Highland Homes Holdings, Inc. PY 2022 · ESOP

Highland Homes Employee Stock Ownership Plan · $520M · 690 · 98th

  • EBSA $520M
  • PART 690
  • TYPE 98th
  • NET ESOP
  • BOOK near Johnson and Johnson Retirement Savings Plan
  • VS-ST ind #9719

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Texas →

Highland Homes Employee Stock Ownership Plan in the asset neighbourhood

Sheetz, Inc. Employee Stock Ownership PlanSheetz, Inc. Employee Stock …$534MHighland Homes Employee Stock Ownership PlanHighland Homes Employee Stoc…$520MJohnson and Johnson Retirement Savings PlanJohnson and Johnson Retireme…$511MMagnolia Employee Stock Ownership PlanMagnolia Employee Stock Owne…$499MU-Haul Holding Company Employee Stock Ownership PlanU-Haul Holding Company Emplo…$498M
End-of-year total assets ($M) among Highland Homes Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$680M
Net Assets (End of Year)$497M
Net Income-$160M
Employer EIN383987385
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highland Homes Holdings, Inc.)

Sponsor-wide plan assets over time

All Highland Homes Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$983M 89.16617339629403% vs 2022
2024 filing year
$400M$600M$800M$1,000M$1,200M 202220232024 $520M $983M ▲ +89.2%
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 Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Highland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOPBetenbough Companies Employee Stock Ownership Plan, Total assets ($B): 0.348609597 · Participants: 332Betenbough Companies Employee Stock Ownership Plan
Highland Homes Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Highland Homes Employee Stock Ownership Plan side-by-side with 3 peers →

Highland Homes Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Johnson and Johnson Retirement Savings Plan in NJ ($511M); by covered participants it is Gms Holdings Inc Employee Stock Ownership Plan in MD (690 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($520M here).

Similar participant headcount

Nearest other-state filings by covered participants (690 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Highland Homes Employee Stock Ownership Plan assets move in 2022? ▼
Highland Homes Employee Stock Ownership Plan declined sharply - down 23.6% during 2022, from $680M to $520M. Reported net income was -$160M.
How have Highland Homes Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Highland Homes Holdings, Inc.'s sponsor-wide assets grew 89.2%, from $520M to $983M.
Where does Highland Homes Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Highland Homes Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Highland Homes Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Johnson and Johnson Retirement Savings Plan in NJ ($511M, 3,858 participants).
Which ESOP plans cover a similar participant headcount to Highland Homes Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gms Holdings Inc Employee Stock Ownership Plan in MD (690 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383987385.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.