ESOP · DOL Form 5500 · 2023
Highland Consulting Associates, Inc ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $158,086
- Avg per participant Above avg balance/head
Official DOL plan name: Highland Consulting Associates, Inc. Employee Stock Ownership Plan · Sponsored by Highland Consulting Associates, Inc · Ohio · Finance & Insurance
$4M in assets, 28 participants
Highland Consulting Associates, Inc's Highland Consulting Associates, Inc. Employee Stock Ownership Plan reported $4M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,616 in Finance & Insurance (8,869 peers)
Highland Consulting Associates, Inc multi-year trail
Highland Consulting Associates, Inc's plans moved +42.1% in assets from 2022 to 2024; this filing shows Highland Consulting Associates, Inc. Employee Stock Ownership Plan at $4M / 28 participants.
- #2,616
- in Finance & Insurance (8,869 peers)
- +24.6%
- assets growth YoY
Highland Consulting Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Highland Consulting Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,426,417 42nd percentile higher than 42% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Highland Consulting Associates, Inc. Employee Stock Ownership 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 Consulting Associates, Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Highland Consulting Associates, Inc. Employee Stock Ownership Plan reported net income rose from $35K in the plan year 2022 filing to $875K in the plan year 2023 filing.
- Highland Consulting Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Highland Consulting Associates, Inc. Employee Stock Ownership Plan reported participants rose from 26 in the plan year 2022 filing to 28 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 341753575 · Highland Consulting Associates, Inc PY 2023 · ESOP
Highland Consulting Associates, Inc. Employee Stock Ownership Plan · $4M · 28 · 42nd
- 5500 $4M
- ASSETS 28
- PCT 42nd
- EIN ESOP
- RANK near H&m Employee Stock Ownership Plan
- PHOTO ind #2616
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 Ohio →
Highland Consulting Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Highland Consulting Associates, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Highland Consulting Associates, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 42.100191647373336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $4M |
| 2023 | 1 | 28 | $4M |
| 2024 | 1 | 26 | $5M |
Highland Consulting Associates, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $875K |
| Employer EIN | 341753575 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Highland Consulting Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is H&m Employee Stock Ownership Plan in NJ ($4M); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
- Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust (MN) 28 · 0 off
- Bgw Architects II, P.C. Employee Stock Ownership Plan (UT) 28 · 0 off
- Engineering and Environmental Consultants, Inc. Employee Stock Ownership Plan (AZ) 28 · 0 off
- Crystal Heating & Cooling Service, Inc. Employee Stock Ownership Plan (MO) 28 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.