401(k)
2022 plan-year 401(k) DOL Form 5500

Highlands Residential Mortgage, Ltd. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Highlands Residential Mortgage · Texas · Finance & Insurance

What the 2023 filing shows

Highlands Residential Mortgage, Ltd. 401(k) Plan holds $22M for 412 participants — about $53,074 per participant, down 7.8% over the 2022 plan year.

$22M
total plan assets (2022 EOY)
412
covered participants
$53,074
avg assets per participant
-7.8%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$22M
Participants
412
State
Industry
Finance & Insurance

What the Filing Says About Highlands Residential Mortgage, Ltd. 401(k) Plan

Highlands Residential Mortgage, Ltd. 401(k) Plan is a 401(k) retirement plan sponsored by Highlands Residential Mortgage, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 412 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 752269700, and the plan has been effective since 2010-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2022 to $22M at year-end — a decline of 7.8%. Net assets (after liabilities) closed the year at $22M, with reported net income of $-1,841,195 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$-1,841,195
Plan Type401(k)
Employer EIN752269700
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highlands Residential Mortgage)

Year Plans Participants Total Assets
2022 1 412 $22M
2023 1 460 $25M
2024 1 466 $28M

Nearby 401(k) Plans in Texas

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Frequently Asked Questions

How much money is in the Highlands Residential Mortgage, Ltd. 401(k) Plan?
As of the 2022 Form 5500 filing, Highlands Residential Mortgage, Ltd. 401(k) Plan holds $22M in total assets with 412 participants. It is sponsored by Highlands Residential Mortgage.
What type of plan is Highlands Residential Mortgage, Ltd. 401(k) Plan?
Highlands Residential Mortgage, Ltd. 401(k) Plan is a 401(k) plan. It has been effective since 2010-04-01. The plan is filed with the U.S. Department of Labor under EIN 752269700.
Who sponsors the Highlands Residential Mortgage, Ltd. 401(k) Plan?
Highlands Residential Mortgage, Ltd. 401(k) Plan is sponsored by Highlands Residential Mortgage, located in Texas. The sponsor's EIN is 752269700 and the plan operates in the Finance & Insurance industry.
How did Highlands Residential Mortgage, Ltd. 401(k) Plan perform in 2022?
Highlands Residential Mortgage, Ltd. 401(k) Plan declined by 7.8% during 2022, moving from $24M to $22M in total assets. Net income was $-1,841,195.
Where can I find official filings for Highlands Residential Mortgage, Ltd. 401(k) Plan?
Official Form 5500 filings for Highlands Residential Mortgage, Ltd. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 752269700 or plan name at efast.dol.gov.
How does Highlands Residential Mortgage, Ltd. 401(k) Plan compare to other plans?
You can compare Highlands Residential Mortgage, Ltd. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 752269700.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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