Other
2023 plan-year Other DOL Form 5500

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Highlight Technologies, Inc · Virginia · Professional & Technical Services

What the 2023 filing shows

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust holds $34M for 338 participants — about $99,357 per participant, down 36.3% over the 2023 plan year.

$34M
total plan assets (2023 EOY)
338
covered participants
$99,357
avg assets per participant
-36.3%
assets change YoY

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.

Total Assets (2023)
$34M
Participants
338
State
Industry
Professional & Technical Services

What the Filing Says About Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust

Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by Highlight Technologies, Inc, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 338 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 261329304, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $53M at the beginning of 2023 to $34M at year-end — a decline of 36.3%. Net assets (after liabilities) closed the year at $11M, with reported net income of $-18,278,887 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$53M
Total Assets (End of Year)$34M
Net Assets (End of Year)$11M
Net Income$-18,278,887
Plan TypeOther
Employer EIN261329304
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highlight Technologies, Inc)

Year Plans Participants Total Assets
2022 2 1,048 $66M
2023 2 804 $50M
2024 2 609 $41M

Nearby Other Plans in Virginia

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

Frequently Asked Questions

How much money is in the Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust?
As of the 2023 Form 5500 filing, Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust holds $34M in total assets with 338 participants. It is sponsored by Highlight Technologies, Inc.
What type of plan is Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust?
Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust is a Other plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 261329304.
Who sponsors the Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust?
Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust is sponsored by Highlight Technologies, Inc, located in Virginia. The sponsor's EIN is 261329304 and the plan operates in the Professional & Technical Services industry.
How did Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust perform in 2023?
Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust declined by 36.3% during 2023, moving from $53M to $34M in total assets. Net income was $-18,278,887.
Where can I find official filings for Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust?
Official Form 5500 filings for Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 261329304 or plan name at efast.dol.gov.
How does Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust compare to other plans?
You can compare Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust against other Other plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 261329304.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.