401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$97M
Total assets Below avg plan size
650
Participants Below avg headcount
91st
Percentile by assets National rank
$148,515
Avg per participant Above avg balance/head
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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.

  • #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.

#7,641
in Finance & Insurance (8,869 peers)
+34.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

H.I.G. Capital Management, LLC 401(k) Plan's outsized position 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

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

H.I.G. Capital Management, LLC 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. H.I.G. Capital Management, LLC 401(k) Plan sits mid-pack in the medium band (650 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 472255631 · H.I.G. Capital Management, LLC PY 2023 · 401(k)

H.I.G. Capital Management, LLC 401(k) Plan · $97M · 650 · 91st

  • TYPE $97M
  • NET 650
  • BOOK 91st
  • VS-ST 401(k)
  • BOY near Kalsec, Inc. Employees' Profit Sharing Plan
  • SCH ind #7641

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 Finance & Insurance retirement plans → · Plans in Florida →

H.I.G. Capital Management, LLC 401(k) Plan in the asset neighbourhood

We Employees' 401(k) Cash or Deferred Retirement PlanWe Employees' 401(k) Cash or…$97MH.I.G. Capital Management, LLC 401(k) PlanH.I.G. Capital Management, L…$97MKalsec, Inc. Employees' Profit Sharing PlanKalsec, Inc. Employees' Prof…$97MAmeritrust 401(k) Profit Sharing PlanAmeritrust 401(k) Profit Sha…$97MElementis Global Retirement Savings PlanElementis Global Retirement …$97M
End-of-year total assets ($M) among H.I.G. Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$97M
Net Income$25M
Employer EIN472255631
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All H.I.G. Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$122M 70.71663928108704% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $71.6M $122M ▲ +70.7%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants H.I.G. Capital Management, LLC 401(k) Plan, Total assets ($B): 0.096534766 · Participants: 650H.I.G. Capital Management, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
H.I.G. Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare H.I.G. Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

H.I.G. Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kalsec, Inc. Employees' Profit Sharing Plan in MI ($97M); by covered participants it is Daxko, LLC 401(k) Retirement Plan in AL (650 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (650 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 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).
Which 401(k) plans cover a similar participant headcount to H.I.G. Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daxko, LLC 401(k) Retirement Plan in AL (650 participants, $35M 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 472255631.

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.