401(k) · DOL Form 5500 · 2023

The Albert M. Higley Co., LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
130
Participants Small participant base
72nd
Percentile by assets National rank
$148,933
Avg per participant Above avg balance/head
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Official DOL plan name: The Albert M. Higley Company Employees Retirement Plan & Trust · Sponsored by The Albert M. Higley Co., LLC · Ohio · Construction

$19M in assets, 130 participants

The Albert M. Higley Co., LLC's The Albert M. Higley Company Employees Retirement Plan & Trust reported $19M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,387 in Construction (9,030 peers)

Coverage in Ohio

The Albert M. Higley Company Employees Retirement Plan & Trust covers 130 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#6,387
in Construction (9,030 peers)
+5.8%
assets growth YoY

The Albert M. Higley Company Employees Retirement Plan & Trust's outsized position by total assets

The Albert M. Higley Company Employees Retirement Plan & Trust vs every filed plan by assets

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

$19,361,282 Top 28% higher than 72% 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

The Albert M. Higley Company Employees Retirement Plan & 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. The Albert M. Higley Company Employees Retirement Plan & Trust sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Albert M. Higley Company Employees Retirement Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Albert M. Higley Company Employees Retirement Plan & Trust reported participants rose from 118 in the plan year 2022 filing to 130 in the plan year 2023 filing.
  • The Albert M. Higley Company Employees Retirement Plan & Trust end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 270657807 · The Albert M. Higley Co., LLC PY 2023 · 401(k)

The Albert M. Higley Company Employees Retirement Plan & Trust · $19M · 130 · 72nd

  • IND $19M
  • EOY 130
  • 5500 72nd
  • ASSETS 401(k)
  • PCT near Ausgar Technologies,Inc. 401(k) Profit Sharing Plan
  • EIN ind #6387

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 Construction retirement plans → · Plans in Ohio →

The Albert M. Higley Company Employees Retirement Plan & Trust in the asset neighbourhood

The Albert M. Higley Company Employees Retirement Plan & TrustThe Albert M. Higley Company…$19MAusgar Technologies,Inc. 401(k) Profit Sharing PlanAusgar Technologies,Inc. 401…$19MLightyear Capital 401(k)/Profit Sharing PlanLightyear Capital 401(k)/Pro…$19MBestop, Inc. 401(k) Retirement PlanBestop, Inc. 401(k) Retireme…$19MDigital.Ai 401(k) Savings & Investment PlanDigital.Ai 401(k) Savings & …$19M
End-of-year total assets ($M) among The Albert M. Higley Company Employees Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN270657807
Plan Effective Date1953-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Albert M. Higley Co., LLC)

Sponsor-wide plan assets over time

All The Albert M. Higley Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 3.738460559473712% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $18.3M $17.6M ▼ -3.7%
Year Plans Participants Total Assets
2022 1 118 $18M
2023 1 130 $19M
2024 1 130 $18M

Nearby 401(k) Plans in Ohio

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

The Albert M. Higley Company Employees Retirement Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Albert M. Higley Company Employees Retirement Plan & Trust, Total assets ($B): 0.019361282 · Participants: 130The Albert M. Higley Company Employees Retirement Plan & TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Albert M. Higley Company Employees Retirement Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Albert M. Higley Company Employees Retirement Plan & Trust side-by-side with 3 peers →

The Albert M. Higley Company Employees Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ausgar Technologies,Inc. 401(k) Profit Sharing Plan in CA ($19M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 The Albert M. Higley Company Employees Retirement Plan & Trust assets move in 2023? ▼
The Albert M. Higley Company Employees Retirement Plan & Trust grew at a solid clip - up 5.8% during 2023, from $18M to $19M. Reported net income was $1M.
How have The Albert M. Higley Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Albert M. Higley Co., LLC's sponsor-wide assets declined 3.7%, from $18M to $18M.
Which 401(k) plans are similar in size to The Albert M. Higley Company Employees Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ausgar Technologies,Inc. 401(k) Profit Sharing Plan in CA ($19M, 137 participants).
Which 401(k) plans cover a similar participant headcount to The Albert M. Higley Company Employees Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 270657807.

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.