401(k) · DOL Form 5500 · 2023

H.I.G. Capital Management, LLC 401(k) Plan

Data updated 2026-08-11

$97M
Total assets: 650
Participants: 91st
Percentile by assets: $148,515
Avg per participant

Official DOL plan name: H.I.G. Capital Management, LLC 401(k) Plan · Sponsored by H.I.G. Capital Management, LLC · Florida · Finance & Insurance

$97M in assets, 650 participants

H.I.G. Capital Management, LLC's H.I.G. Capital Management, LLC 401(k) Plan reported $97M in total assets and 650 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#7,641 in Finance & Insurance (8,869 peers)

Where H.I.G. Capital Management, LLC 401(k) Plan sits by assets

H.I.G. Capital Management, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $97M for 650 participants (~$148,515/participant), up 34.7% in 2023.

$97M
total plan assets (2023 EOY): 650
covered participants: 91st
percentile by assets (of 127,072 plans): $148,515
avg assets per participant

Where H.I.G. Capital Management, LLC 401(k) Plan sits by total assets

H.I.G. Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$96,534,766 Top 9% higher than 91% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

H.I.G. Capital Management, LLC 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $25M in the plan year 2023 filing.
H.I.G. Capital Management, LLC 401(k) Plan end-of-year assets rose from $72M in the plan year 2022 filing to $97M in the plan year 2023 filing.
H.I.G. Capital Management, LLC 401(k) Plan reported participants rose from 531 in the plan year 2022 filing to 650 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Florida

Industry

Finance & Insurance

H.I.G. Capital Management, LLC 401(k) Plan vs the 2023 asset distribution

By assets, H.I.G. Capital Management, LLC 401(k) Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$72M
Net Assets (End of Year)	$97M
Net Income	$25M
Employer EIN	472255631
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (H.I.G. Capital Management, LLC)

Total plan assets by year, all H.I.G. Capital Management, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	531	$72M
2023	1	650	$97M
2024	1	687	$122M

Nearby 401(k) Plans in Florida

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

H.I.G. Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare H.I.G. Capital Management, LLC 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to H.I.G. Capital Management, LLC 401(k) Plan by total assets, not by location.

Kalsec, Inc. Employees' Profit Sharing Plan (MI) $97M · 331
Ameritrust 401(k) Profit Sharing Plan (MI) $97M · 762
We Employees' 401(k) Cash or Deferred Retirement Plan (WA) $97M · 544
Elementis Global Retirement Savings Plan (NJ) $97M · 477

Frequently Asked Questions

How did H.I.G. Capital Management, LLC 401(k) Plan assets move in 2023? ▼

H.I.G. Capital Management, LLC 401(k) Plan surged - up 34.7% during 2023, from $72M to $97M. Reported net income was $25M.

How have H.I.G. Capital Management, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), H.I.G. Capital Management, LLC's sponsor-wide assets grew 70.7%, from $72M to $122M.

Where does H.I.G. Capital Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

H.I.G. Capital Management, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to H.I.G. Capital Management, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kalsec, Inc. Employees' Profit Sharing Plan in MI ($97M, 331 participants).

Next read for H.I.G. Capital Management, LLC 401(k) Pl…

Scale reading

Ways to act on H.I.G. Capital Management, LLC 401(k) Plan's numbers.

By total assets, H.I.G. Capital Management, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
H.I.G. Capital Management, LLC's sponsor-wide assets have grown 70.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 472255631.