ESOP · DOL Form 5500 · 2023

Highlight Technologies, Inc ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
338
Participants Below avg headcount
81st
Percentile by assets National rank
$99,357
Avg per participant Below avg balance/head
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Official DOL plan name: Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Highlight Technologies, Inc · Virginia · Professional & Technical Services

$34M in assets, 338 participants

Highlight Technologies, Inc's Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust reported $34M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,535 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust covers 338 participants in Virginia, about 43% of the average Virginia filer (state average ~782 per filing). Assets: $34M.

#16,535
in Professional & Technical Services (20,321 peers)
-36.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$33,582,708 Top 19% higher than 81% 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

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust 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. Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $13M in the plan year 2022 filing to -$18M in the plan year 2023 filing.
  • Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $53M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 380 in the plan year 2022 filing to 338 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261329304 · Highlight Technologies, Inc PY 2023 · ESOP

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust · $34M · 338 · 81st

  • BOOK $34M
  • VS-ST 338
  • BOY 81st
  • SCH ESOP
  • EBSA near Altrust Financial Services, Inc. Employee Stock Ownership Plan
  • PART ind #16535

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 Virginia →

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Freedom Industries, Inc. Employee Stock Ownership PlanFreedom Industries, Inc. Emp…$34MHighlight Technologies, Inc. Employee Stock Ownership Plan and TrustHighlight Technologies, Inc.…$34MAltrust Financial Services, Inc. Employee Stock Ownership PlanAltrust Financial Services, …$34MHaylor Freyer & Coon Inc. Employee Stock Ownership PlanHaylor Freyer & Coon Inc. Em…$34MKimberlite Corporation Employee Stock Ownership PlanKimberlite Corporation Emplo…$33M
End-of-year total assets ($M) among Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$11M
Net Income-$18M
Employer EIN261329304
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highlight Technologies, Inc)

Sponsor-wide plan assets over time

All Highlight Technologies, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$41M 38.34331713329276% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $66M $40.7M ▼ -38.3%
Year Plans Participants Total Assets
2022 2 1,048 $66M
2023 2 804 $50M
2024 2 609 $41M

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.5 Total assets ($B) Participants Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.033582708 · Participants: 338Highlight Technologies, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Altrust Financial Services, Inc. Employee Stock Ownership Plan in AL ($34M); by covered participants it is Greenbee Employee Stock Ownership Plan in CA (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust assets move in 2023?
Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 36.3% during 2023, from $53M to $34M. Reported net income was -$18M.
How have Highlight Technologies, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Highlight Technologies, Inc's sponsor-wide assets declined 38.3%, from $66M to $41M.
Where does Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Altrust Financial Services, Inc. Employee Stock Ownership Plan in AL ($34M, 277 participants).
Which ESOP plans cover a similar participant headcount to Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by covered participants is Greenbee Employee Stock Ownership Plan in CA (338 participants, $96M in assets).