401(k) · DOL Form 5500 · 2022

Highlands Residential Mortgage 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
412
Participants Below avg headcount
79th
Percentile by assets National rank
$53,074
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Highlands Residential Mortgage, Ltd. 401(k) Plan · Sponsored by Highlands Residential Mortgage · Texas · Finance & Insurance

$22M in assets, 412 participants

Highlands Residential Mortgage's Highlands Residential Mortgage, Ltd. 401(k) Plan reported $22M in total assets and 412 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,080 in Finance & Insurance (9,261 peers)

Where Highlands Residential Mortgage, Ltd. 401(k) Plan sits by assets

Highlands Residential Mortgage, Ltd. 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 412 participants (~$53,074/participant), down 7.8% in 2022.

#6,080
in Finance & Insurance (9,261 peers)
-7.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Highlands Residential Mortgage, Ltd. 401(k) Plan's outsized position by total assets

Highlands Residential Mortgage, Ltd. 401(k) Plan vs every filed plan by assets

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

$21,866,474 Top 21% higher than 79% 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

Highlands Residential Mortgage, Ltd. 401(k) 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. Highlands Residential Mortgage, Ltd. 401(k) Plan sits mid-pack in the medium band (412 participants).

Plan-year Form 5500 strip

Filing strip 752269700 · Highlands Residential Mortgage PY 2022 · 401(k)

Highlands Residential Mortgage, Ltd. 401(k) Plan · $22M · 412 · 79th

  • SCH $22M
  • SCH 412
  • SCH 79th
  • SCH 401(k)
  • SCH near School Health Corp. 401(k) Plan
  • SCH ind #6080

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 Finance & Insurance retirement plans → · Plans in Texas →

Highlands Residential Mortgage, Ltd. 401(k) Plan in the asset neighbourhood

Highlands Residential Mortgage, Ltd. 401(k) PlanHighlands Residential Mortga…$22MSchool Health Corp. 401(k) PlanSchool Health Corp. 401(k) P…$22MDworken and Bernstein Co., Lpa 401(k) Profit Sharing PlanDworken and Bernstein Co., L…$22MJohn W. Stone Oil Distributor, L.L.C. 401(k) Retirement PlanJohn W. Stone Oil Distributo…$22MProcare Software LLC 401(k) PlanProcare Software LLC 401(k) …$22M
End-of-year total assets ($M) among Highlands Residential Mortgage, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN752269700
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highlands Residential Mortgage)

Sponsor-wide plan assets over time

All Highlands Residential Mortgage plans reported in each filing year

Latest sponsor-wide plan assets
$28M 26.677872253203695% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.9M $27.7M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 412 $22M
2023 1 460 $25M
2024 1 466 $28M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Highlands Residential Mortgage, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Highlands Residential Mortgage, Ltd. 401(k) Plan, Total assets ($B): 0.021866474 · Participants: 412Highlands Residential Mortgage, Ltd. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Highlands Residential Mortgage, Ltd. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Highlands Residential Mortgage, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is School Health Corp. 401(k) Plan in IL ($22M); by covered participants it is U.S. Imaging Partners 401(k) Profit Sharing Plan in NC (412 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (412 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 Highlands Residential Mortgage, Ltd. 401(k) Plan assets move in 2022?
Highlands Residential Mortgage, Ltd. 401(k) Plan pulled back noticeably - down 7.8% during 2022, from $24M to $22M. Reported net income was -$2M.
How have Highlands Residential Mortgage plan assets changed over time?
Across 3 plan years on file (2022-2024), Highlands Residential Mortgage's sponsor-wide assets grew 26.7%, from $22M to $28M.
Where does Highlands Residential Mortgage, Ltd. 401(k) Plan rank by assets among Form 5500 filers?
Highlands Residential Mortgage, Ltd. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Highlands Residential Mortgage, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is School Health Corp. 401(k) Plan in IL ($22M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Highlands Residential Mortgage, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is U.S. Imaging Partners 401(k) Profit Sharing Plan in NC (412 participants, $131M in assets).