401(k) · DOL Form 5500 · 2022
Paul C. Higginbotham & Company Dba Higginbotham & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $96M
- Total assets Below avg plan size
- 1,988
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $48,122
- Avg per participant Low balance/head
Official DOL plan name: Paul C. Higginbotham & Co. Savings and Investment Plan and Trust · Sponsored by Paul C. Higginbotham & Company Dba Higginbotham & Associates, Inc. · Texas · Finance & Insurance
$96M in assets, 1,988 participants
Paul C. Higginbotham & Company Dba Higginbotham & Associates, Inc.'s Paul C. Higginbotham & Co. Savings and Investment Plan and Trust reported $96M in total assets and 1,988 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,148 in Finance & Insurance (9,261 peers)
Coverage in Texas
Paul C. Higginbotham & Co. Savings and Investment Plan and Trust covers 1,988 participants in Texas, 2.9x the typical Texas plan (state average ~688 per filing). Assets: $96M.
- #8,148
- in Finance & Insurance (9,261 peers)
- +2.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Paul C. Higginbotham & Co. Savings and Investment Plan and Trust's outsized position by total assets
Paul C. Higginbotham & Co. Savings and Investment Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$95,667,137 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Paul C. Higginbotham & Co. Savings and Investment Plan and Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paul C. Higginbotham & Co. Savings and Investment Plan and Trust lands in the large band (1,988 participants).
DOL schedule card
Filing strip 751732559 · Paul C. Higginbotham & Company Dba Higginbotham & Associates, Inc. PY 2022 · 401(k)
Paul C. Higginbotham & Co. Savings and Investment Plan and Trust · $96M · 1,988 · 93rd
- PART $96M
- PART 1,988
- PART 93rd
- PART 401(k)
- PART near Uipath, Inc. Profit Sharing Plan and Trust
- PART ind #8148
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 →
Paul C. Higginbotham & Co. Savings and Investment Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | $2M |
| Employer EIN | 751732559 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Paul C. Higginbotham & Company Dba Higginbotham & Associates, Inc.)
Sponsor-wide plan assets over time
All Paul C. Higginbotham & Company Dba Higginbotham & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 76.90233272058722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,988 | $96M |
| 2023 | 1 | 2,250 | $121M |
| 2024 | 1 | 2,779 | $169M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Paul C. Higginbotham & Co. Savings and Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Uipath, Inc. Profit Sharing Plan and Trust in NY ($96M); by covered participants it is Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan in NJ (1,988 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96M here).
- Uipath, Inc. Profit Sharing Plan and Trust (NY) $96M · 1,184
- Viking Yacht Company Retirement Savings Plan (NJ) $96M · 1,398
- Kennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented Employees (UT) $96M · 1,285
- Zoeller Company Retirement Savings Plan and Trust (KY) $96M · 581
Similar participant headcount
Nearest other-state filings by covered participants (1,988 participants); asset peers above are excluded.
- Hikma Pharmaceuticals USA Inc. 401(k) Retirement Plan (NJ) 1,988 · 0 off
- The Sycuan Band of the Kumeyaay Nation 401(k) Retirement Savings Plan (CA) 1,988 · 0 off
- Sa Recycling, LLC 401(k) Profit Sharing Plan (CA) 1,988 · 0 off
- Eliassen Group, LLC 401(k) Plan (MA) 1,987 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.