401(k) · DOL Form 5500 · 2023

Highland Management Group Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
152
Participants Small participant base
58th
Percentile by assets National rank
$65,507
Avg per participant Low balance/head
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Official DOL plan name: Highland Management Group Inc. 401(k) Plan · Sponsored by Highland Management Group Inc. · Minnesota · Real Estate

$10M in assets, 152 participants

Highland Management Group Inc.'s Highland Management Group Inc. 401(k) Plan reported $10M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,583 in Real Estate (4,727 peers)

Coverage in Minnesota

Highland Management Group Inc. 401(k) Plan covers 152 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#3,583
in Real Estate (4,727 peers)
+21.7%
assets growth YoY

Highland Management Group Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Highland Management Group Inc. 401(k) Plan vs every filed plan by assets

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

$9,957,060 Top 42% higher than 58% 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

Highland Management Group Inc. 401(k) Plan 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. Highland Management Group Inc. 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Highland Management Group Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Highland Management Group Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Highland Management Group Inc. 401(k) Plan reported participants rose from 146 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411655317 · Highland Management Group Inc. PY 2023 · 401(k)

Highland Management Group Inc. 401(k) Plan · $10M · 152 · 58th

  • EOY $10M
  • 5500 152
  • ASSETS 58th
  • PCT 401(k)
  • EIN near Mcclure & Sons, Inc. 401(k)
  • RANK ind #3583

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 Real Estate retirement plans → · Plans in Minnesota →

Highland Management Group Inc. 401(k) Plan in the asset neighbourhood

Highland Management Group Inc. 401(k) PlanHighland Management Group In…$10MMcclure & Sons, Inc. 401(k)$10MPrecision Practice Management, Inc. 401(k) PlanPrecision Practice Managemen…$10MFinancial Technology Partners 401(k) Profit Sharing Plan & TrustFinancial Technology Partner…$10MCircle Line 401(k) Retirement PlanCircle Line 401(k) Retiremen…$10M
End-of-year total assets ($M) among Highland Management Group Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN411655317
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highland Management Group Inc.)

Sponsor-wide plan assets over time

All Highland Management Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.049568891786514% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.18M $10.9M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 146 $8M
2023 1 152 $10M
2024 1 160 $11M

Nearby 401(k) Plans in Minnesota

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

Highland Management Group Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Highland Management Group Inc. 401(k) Plan, Total assets ($B): 0.00995706 · Participants: 152Highland Management Group Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Highland Management Group Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Highland Management Group Inc. 401(k) Plan side-by-side with 3 peers →

Highland Management Group Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Mcclure & Sons, Inc. 401(k) in WA ($10M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Highland Management Group Inc. 401(k) Plan assets move in 2023? ▼
Highland Management Group Inc. 401(k) Plan grew sharply - up 21.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Highland Management Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Highland Management Group Inc.'s sponsor-wide assets grew 33.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Highland Management Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcclure & Sons, Inc. 401(k) in WA ($10M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Highland Management Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 411655317.

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.