401(k) · DOL Form 5500 · 2023

Hightower Holding, LLC 401(k) Plan

Data updated 2026-08-11

$152M
Total assets
1,349
Participants
94th
Percentile by assets
$112,433
Avg per participant
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Official DOL plan name: Hightower 401(k) Plan · Sponsored by Hightower Holding, LLC · Illinois · Finance & Insurance

$152M in assets, 1,349 participants

Hightower Holding, LLC's Hightower 401(k) Plan reported $152M in total assets and 1,349 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #7,985 in Finance & Insurance (8,869 peers)

Where Hightower 401(k) Plan sits by assets

Hightower 401(k) Plan sits in the top 10% of all filed plans by assets, $152M for 1,349 participants (~$112,433/participant), up 41.5% in 2023.

$152M
total plan assets (2023 EOY)
1,349
covered participants
94th
percentile by assets (of 127,072 plans)
$112,433
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hightower 401(k) Plan reported net income rose from $9M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Hightower 401(k) Plan end-of-year assets rose from $107M in the plan year 2022 filing to $152M in the plan year 2023 filing.
  • Hightower 401(k) Plan reported participants rose from 1,130 in the plan year 2022 filing to 1,349 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Hightower 401(k) Plan vs the 2023 asset distribution

By assets, Hightower 401(k) Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$152M
Net Income$44M
Employer EIN262270729
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hightower Holding, LLC)

$50M$100M$150M$200M$250M 202220232024 $107M $207M ▲ +92.9%
Total plan assets by year, all Hightower Holding, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,130 $107M
2023 1 1,349 $152M
2024 1 1,542 $207M

Nearby 401(k) Plans in Illinois

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

Hightower 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Hightower 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Hightower 401(k) PlanAccenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
Hightower 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hightower 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Hightower 401(k) Plan assets move in 2023?
Hightower 401(k) Plan surged - up 41.5% during 2023, from $107M to $152M. Reported net income was $44M.
How have Hightower Holding, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Hightower Holding, LLC's sponsor-wide assets grew 92.9%, from $107M to $207M.
Where does Hightower 401(k) Plan rank by assets among Form 5500 filers?
Hightower 401(k) Plan ranks in the 94th 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 Hightower 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Wellsky Corporation 401(k) Plan in KS ($152M, 1,782 participants).

Scale reading

Ways to act on Hightower 401(k) Plan's numbers.