ESOP · DOL Form 5500 · 2023

Highland Homes Holdings, Inc. ESOP

Data updated 2026-08-25

$885M
Total assets Above avg plan size
791
Participants Near avg headcount
98th
Percentile by assets National rank
$1.1M
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

$885M in assets, 791 participants

Highland Homes Holdings, Inc.'s Highland Homes Employee Stock Ownership Plan reported $885M in total assets and 791 participants in its 2023 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.

  • #8,891 in Construction (9,030 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, $885M for 791 participants (~$1.1M/participant), up 70.3% in 2023.

#8,891
in Construction (9,030 peers)
+70.3%
assets growth YoY
8.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$884,916,985 Top 2% higher than 98% of 127,068 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 2023

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

Plan-year 2023 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 (791 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Highland Homes Employee Stock Ownership Plan reported net income rose from -$160M in the plan year 2022 filing to $366M in the plan year 2023 filing.
  • Highland Homes Employee Stock Ownership Plan end-of-year assets rose from $520M in the plan year 2022 filing to $885M in the plan year 2023 filing.
  • Highland Homes Employee Stock Ownership Plan reported participants rose from 690 in the plan year 2022 filing to 791 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383987385 · Highland Homes Holdings, Inc. PY 2023 · ESOP

Highland Homes Employee Stock Ownership Plan · $885M · 791 · 98th

  • EBSA $885M
  • EBSA 791
  • EBSA 98th
  • EBSA ESOP
  • EBSA near Stewart's Shops Corp Employee Stock Ownership Plan
  • EBSA ind #8891

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

Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Owner…$915MAndersen Corporation Employee Stock Ownership PlanAndersen Corporation Employe…$899MHighland Homes Employee Stock Ownership PlanHighland Homes Employee Stoc…$885MStewart's Shops Corp Employee Stock Ownership PlanStewart's Shops Corp Employe…$877MEmployee Owned Brands, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. …$864M
End-of-year total assets ($M) among Highland Homes Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$520M
Net Assets (End of Year)$862M
Net Income$366M
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. 010002000300040005000 -50510152025 Total assets ($B) Participants Highland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.356553918 · Participants: 308Air Tractor Holdings, Inc. 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 Stewart's Shops Corp Employee Stock Ownership Plan in NY ($877M); by covered participants it is Russ Davis Wholesale, Inc Employee Stock Ownership Plan in MN (792 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (791 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Highland Homes Employee Stock Ownership Plan surged - up 70.3% during 2023, from $520M to $885M. Reported net income was $366M.
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 127,072 plans that reported assets for plan year 2023 (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 Stewart's Shops Corp Employee Stock Ownership Plan in NY ($877M, 3,439 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 Russ Davis Wholesale, Inc Employee Stock Ownership Plan in MN (792 participants, $92M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.