401(k) · DOL Form 5500 · 2023

Highland Valley Supply, Inc. 401(k) Plan

Data updated 2026-08-25

$768K
Total assets Small plan by assets
20
Participants Small participant base
21st
Percentile by assets National rank
$38,409
Avg per participant Low balance/head
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Official DOL plan name: Highland Valley Supply, Inc. 401(k) Profit Sharing Plan · Sponsored by Highland Valley Supply, Inc. · New York · Transportation & Warehousing

$768K in assets, 20 participants

Highland Valley Supply, Inc.'s Highland Valley Supply, Inc. 401(k) Profit Sharing Plan reported $768K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #736 in Transportation & Warehousing (3,362 peers)

Highland Valley Supply, Inc. multi-year trail

Highland Valley Supply, Inc.'s plans moved +109.7% in assets from 2022 to 2024; this filing shows Highland Valley Supply, Inc. 401(k) Profit Sharing Plan at $768K / 20 participants.

#736
in Transportation & Warehousing (3,362 peers)
+61.1%
assets growth YoY

Highland Valley Supply, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Highland Valley Supply, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$768,179 21st percentile higher than 21% 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 Valley Supply, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Highland Valley Supply, Inc. 401(k) Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Highland Valley Supply, Inc. 401(k) Profit Sharing Plan reported net income rose from $75K in the plan year 2022 filing to $291K in the plan year 2023 filing.
  • Highland Valley Supply, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $477K in the plan year 2022 filing to $768K in the plan year 2023 filing.
  • Highland Valley Supply, Inc. 401(k) Profit Sharing Plan reported participants rose from 13 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270200583 · Highland Valley Supply, Inc. PY 2023 · 401(k)

Highland Valley Supply, Inc. 401(k) Profit Sharing Plan · $768K · 20 · 21st

  • IND $768K
  • IND 20
  • IND 21st
  • IND 401(k)
  • IND near Tribotech Performance Fluids Inc. 401(k) Plan
  • IND ind #736

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 Transportation & Warehousing retirement plans → · Plans in New York →

Highland Valley Supply, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Highland Valley Supply, Inc. 401(k) Profit Sharing PlanHighland Valley Supply, Inc.…$768KTribotech Performance Fluids Inc. 401(k) PlanTribotech Performance Fluids…$768KCertus Financial LLC 401(k) Profit Sharing Plan & TrustCertus Financial LLC 401(k) …$768KIndian Harbor Yacht Club 401(k) Profit Sharing PlanIndian Harbor Yacht Club 401…$768KOutcomes Unlimited, Inc. 401(k) Profit Sharing PlanOutcomes Unlimited, Inc. 401…$768K
End-of-year total assets ($M) among Highland Valley Supply, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Highland Valley Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Highland Valley Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 109.68901151661659% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.48M $1M ▲ +108.3%
Year Plans Participants Total Assets
2022 1 13 $477K
2023 1 20 $768K
2024 1 21 $1M

Highland Valley Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)$477K
Net Assets (End of Year)$768K
Net Income$291K
Employer EIN270200583
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Highland Valley Supply, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Highland Valley Supply, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000768179 · Participants: 20Highland Valley Supply, Inc. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Highland Valley Supply, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Highland Valley Supply, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Highland Valley Supply, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tribotech Performance Fluids Inc. 401(k) Plan in TX ($768K); by covered participants it is Far Properties and Associated Companies 401(k) Plan in PR (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Valley Supply, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Highland Valley Supply, Inc. 401(k) Profit Sharing Plan surged - up 61.1% during 2023, from $477K to $768K. Reported net income was $291K.
How have Highland Valley Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Highland Valley Supply, Inc.'s sponsor-wide assets grew 109.7%, from $477K to $1M.
Where does Highland Valley Supply, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Highland Valley Supply, Inc. 401(k) Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Highland Valley Supply, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tribotech Performance Fluids Inc. 401(k) Plan in TX ($768K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Highland Valley Supply, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Far Properties and Associated Companies 401(k) Plan in PR (20 participants, $2M 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 270200583.

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.