401(k) · DOL Form 5500 · 2023

Higher Ground Education Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
2,171
Participants Above avg headcount
61st
Percentile by assets National rank
$5,056
Avg per participant Low balance/head
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Official DOL plan name: Higher Ground Education Inc. 401(k) Plan · Sponsored by Higher Ground Education Inc. · California · Educational Services

$11M in assets, 2,171 participants

Higher Ground Education Inc.'s Higher Ground Education Inc. 401(k) Plan reported $11M in total assets and 2,171 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,635 in Educational Services (3,735 peers)

Coverage in California

Higher Ground Education Inc. 401(k) Plan covers 2,171 participants in California, 3.4x the typical California plan (state average ~630 per filing). Assets: $11M.

#1,635
in Educational Services (3,735 peers)
+46.0%
assets growth YoY

Higher Ground Education Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Higher Ground Education Inc. 401(k) Plan vs every filed plan by assets

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

$10,977,569 Top 39% higher than 61% 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

Higher Ground Education Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Higher Ground Education Inc. 401(k) Plan lands in the large band (2,171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Higher Ground Education Inc. 401(k) Plan reported net income rose from $431K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Higher Ground Education Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Higher Ground Education Inc. 401(k) Plan reported participants rose from 1,877 in the plan year 2022 filing to 2,171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 811437265 · Higher Ground Education Inc. PY 2023 · 401(k)

Higher Ground Education Inc. 401(k) Plan · $11M · 2,171 · 61st

  • SCH $11M
  • EBSA 2,171
  • PART 61st
  • TYPE 401(k)
  • NET near Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust
  • BOOK ind #1635

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 Educational Services retirement plans → · Plans in California →

Higher Ground Education Inc. 401(k) Plan in the asset neighbourhood

Higher Ground Education Inc. 401(k) PlanHigher Ground Education Inc.…$11MUbt Bancshares, Inc. Profit Sharing/401(k) Plan and TrustUbt Bancshares, Inc. Profit …$11MJay Industries, Inc. Profit Sharing & 401(k) PlanJay Industries, Inc. Profit …$11MQualitas Manufacturing, Inc. 401(k) PlanQualitas Manufacturing, Inc.…$11MVorteq Coil Finishers, LLC Profit Sharing and Savings PlanVorteq Coil Finishers, LLC P…$11M
End-of-year total assets ($M) among Higher Ground Education Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN811437265
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Higher Ground Education Inc.)

Sponsor-wide plan assets over time

All Higher Ground Education Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 84.97451488367503% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $7.52M $13.9M ▲ +85.0%
Year Plans Participants Total Assets
2022 1 1,877 $8M
2023 1 2,171 $11M
2024 1 2,260 $14M

Nearby 401(k) Plans in California

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

Higher Ground Education Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Higher Ground Education Inc. 401(k) Plan, Total assets ($B): 0.010977569 · Participants: 2171Higher Ground Education Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Higher Ground Education Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Higher Ground Education Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust in KS ($11M); by covered participants it is Maritz Holdings Inc. Employees' Investment Plan in MO (2,172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,171 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 Higher Ground Education Inc. 401(k) Plan assets move in 2023?
Higher Ground Education Inc. 401(k) Plan surged - up 46.0% during 2023, from $8M to $11M. Reported net income was $3M.
How have Higher Ground Education Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Higher Ground Education Inc.'s sponsor-wide assets grew 85.0%, from $8M to $14M.
Which 401(k) plans are similar in size to Higher Ground Education Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust in KS ($11M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Higher Ground Education Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Maritz Holdings Inc. Employees' Investment Plan in MO (2,172 participants, $401M in assets).