401(k) · DOL Form 5500 · 2023

Highbury Defense Group 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
155
Participants Small participant base
58th
Percentile by assets National rank
$63,344
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Highbury Defense Group 401(k) Plan · Sponsored by Highbury Defense Group · California · Professional & Technical Services

$10M in assets, 155 participants

Highbury Defense Group's Highbury Defense Group 401(k) Plan reported $10M in total assets and 155 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.

  • #11,518 in Professional & Technical Services (20,321 peers)

Coverage in California

Highbury Defense Group 401(k) Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $10M.

#11,518
in Professional & Technical Services (20,321 peers)
+56.7%
assets growth YoY

Highbury Defense Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Highbury Defense Group 401(k) Plan vs every filed plan by assets

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

$9,818,396 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

Highbury Defense Group 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. Highbury Defense Group 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Highbury Defense Group 401(k) Plan reported net income rose from $837K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Highbury Defense Group 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Highbury Defense Group 401(k) Plan reported participants rose from 141 in the plan year 2022 filing to 155 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 460780667 · Highbury Defense Group PY 2023 · 401(k)

Highbury Defense Group 401(k) Plan · $10M · 155 · 58th

  • EBSA $10M
  • PART 155
  • TYPE 58th
  • NET 401(k)
  • BOOK near Old Colony Elder Services, Inc 401(k) Plan
  • VS-ST ind #11518

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 California →

Highbury Defense Group 401(k) Plan in the asset neighbourhood

Highbury Defense Group 401(k) PlanHighbury Defense Group 401(k…$10MOld Colony Elder Services, Inc 401(k) PlanOld Colony Elder Services, I…$10MBrightpath 401(k) Plan$10MThompson Truck & Trailer, LLC 401(k) Retirement PlanThompson Truck & Trailer, LL…$10MAtwood & Cherny, P.C. 401(k) Profit Sharing PlanAtwood & Cherny, P.C. 401(k)…$10M
End-of-year total assets ($M) among Highbury Defense Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN460780667
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highbury Defense Group)

Sponsor-wide plan assets over time

All Highbury Defense Group plans reported in each filing year

Latest sponsor-wide plan assets
$14M 115.50115380276189% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $6.27M $13.5M ▲ +115.3%
Year Plans Participants Total Assets
2022 1 141 $6M
2023 1 155 $10M
2024 1 173 $14M

Nearby 401(k) Plans in California

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

Highbury Defense Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Highbury Defense Group 401(k) Plan, Total assets ($B): 0.009818396 · Participants: 155Highbury Defense Group 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Highbury Defense Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Highbury Defense Group 401(k) Plan side-by-side with 3 peers →

Highbury Defense Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Old Colony Elder Services, Inc 401(k) Plan in MA ($10M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Highbury Defense Group 401(k) Plan assets move in 2023? ▼
Highbury Defense Group 401(k) Plan surged - up 56.7% during 2023, from $6M to $10M. Reported net income was $4M.
How have Highbury Defense Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Highbury Defense Group's sponsor-wide assets grew 115.5%, from $6M to $14M.
Which 401(k) plans are similar in size to Highbury Defense Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Old Colony Elder Services, Inc 401(k) Plan in MA ($10M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Highbury Defense Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fraser Business Equipment Salary Deferral Plan in PA (155 participants, $14M 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 460780667.

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.