401(k) · DOL Form 5500 · 2023

Higher Logic, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
298
Participants Below avg headcount
76th
Percentile by assets National rank
$79,990
Avg per participant Below avg balance/head
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Official DOL plan name: Higher Logic Retirement Plan · Sponsored by Higher Logic, LLC · Virginia · Professional & Technical Services

$24M in assets, 298 participants

Higher Logic, LLC's Higher Logic Retirement Plan reported $24M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,439 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Higher Logic Retirement Plan covers 298 participants in Virginia, about 38% of the average Virginia filer (state average ~782 per filing). Assets: $24M.

#15,439
in Professional & Technical Services (20,321 peers)
+20.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Higher Logic Retirement Plan's outsized position by total assets

Higher Logic Retirement Plan vs every filed plan by assets

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

$23,836,909 Top 24% higher than 76% 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 Logic Retirement 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. Higher Logic Retirement Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Higher Logic Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Higher Logic Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Higher Logic Retirement Plan reported participants fell from 310 in the plan year 2022 filing to 298 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 813810775 · Higher Logic, LLC PY 2023 · 401(k)

Higher Logic Retirement Plan · $24M · 298 · 76th

  • 5500 $24M
  • 5500 298
  • 5500 76th
  • 5500 401(k)
  • 5500 near Greiner Industries, Inc. Profit Sharing & 401(k) Savings Plan
  • 5500 ind #15439

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Higher Logic Retirement Plan in the asset neighbourhood

Higher Logic Retirement Plan$24MGreiner Industries, Inc. Profit Sharing & 401(k) Savings PlanGreiner Industries, Inc. Pro…$24MShapco Inc. 401(k) Savings PlanShapco Inc. 401(k) Savings P…$24MLxp Industrial Trust 401(k) PlanLxp Industrial Trust 401(k) …$24MPorter Pipe & Supply Co. 401(k) PlanPorter Pipe & Supply Co. 401…$24M
End-of-year total assets ($M) among Higher Logic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN813810775
Plan Effective Date2012-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Higher Logic, LLC)

Sponsor-wide plan assets over time

All Higher Logic, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 46.89764595819758% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.8M $29.1M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 310 $20M
2023 1 298 $24M
2024 1 245 $29M

Nearby 401(k) Plans in Virginia

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

Higher Logic Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Higher Logic Retirement Plan, Total assets ($B): 0.023836909 · Participants: 298Higher Logic Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Higher Logic Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Higher Logic Retirement Plan side-by-side with 3 peers →

Higher Logic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Greiner Industries, Inc. Profit Sharing & 401(k) Savings Plan in PA ($24M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Logic Retirement Plan assets move in 2023? ▼
Higher Logic Retirement Plan grew sharply - up 20.1% during 2023, from $20M to $24M. Reported net income was $4M.
How have Higher Logic, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Higher Logic, LLC's sponsor-wide assets grew 46.9%, from $20M to $29M.
Where does Higher Logic Retirement Plan rank by assets among Form 5500 filers? ▼
Higher Logic Retirement Plan ranks in the 76th 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 401(k) plans are similar in size to Higher Logic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greiner Industries, Inc. Profit Sharing & 401(k) Savings Plan in PA ($24M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Higher Logic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Silvertip Completion Services in TX (298 participants, N/A 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 813810775.

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.