401(k) · DOL Form 5500 · 2023

High Branch, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 8
Participants Small participant base: 29th
Percentile by assets National rank: $210,562
Avg per participant Above avg balance/head

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Official DOL plan name: High Branch, Inc. 401(k) Plan · Sponsored by High Branch, Inc. · Texas · Agriculture, Forestry & Fishing

$2M in assets, 8 participants

High Branch, Inc.'s High Branch, Inc. 401(k) Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#378 in Agriculture, Forestry & Fishing (1,288 peers)

2023 asset change

High Branch, Inc. 401(k) Plan surged 153.5% in 2023 ($665K → $2M) for 8 participants.

#378
in Agriculture, Forestry & Fishing (1,288 peers): +153.5%
assets growth YoY

High Branch, Inc. 401(k) Plan among the smaller filed plans by assets

High Branch, Inc. 401(k) Plan vs every filed plan by assets

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

$1,684,498 29th percentile higher than 29% 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

High Branch, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. High Branch, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

High Branch, Inc. 401(k) Plan reported net income rose from $43K in the plan year 2022 filing to $1M in the plan year 2023 filing.
High Branch, Inc. 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 8 in the plan year 2023 filing.
High Branch, Inc. 401(k) Plan end-of-year assets rose from $665K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 474443994 · High Branch, Inc. PY 2023 · 401(k)

High Branch, Inc. 401(k) Plan · $2M · 8 · 29th

SCH $2M
EBSA 8
PART 29th
TYPE 401(k)
NET near Dania Entertainment Center,LLC 401(k) Plan
BOOK ind #378

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →

End-of-year total assets ($M) among High Branch, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

High Branch, Inc. years around the 2023 move

Latest sponsor-wide plan assets: $644K 3.1473634793285465% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$665K
2023	1	8	$2M
2024	1	10	$644K

2023 asset-move particulars

Total Assets (Beginning of Year)	$665K
Net Assets (End of Year)	$2M
Net Income	$1M
Employer EIN	474443994
Plan Effective Date	2015-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

High Branch, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare High Branch, Inc. 401(k) Plan side-by-side with 3 peers →

High Branch, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dania Entertainment Center,LLC 401(k) Plan in FL ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Dania Entertainment Center,LLC 401(k) Plan (FL) $2M · 260
Jdm Solutions 401(k) Plan (AL) $2M · 21
Protex 401(k) Plan (AZ) $2M · 125
Strategic Growth Insurance Ass 401(k) Profit Sharing Plan & Trust (CA) $2M · 9

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

Burke Optometry, Inc. 401(k) Plan (CA) 8 · 0 off
Culshaw & Company LLC Employee Savings Plan (OR) 8 · 0 off
Cei 401(k) Profit Sharing Plan & Trust (GA) 8 · 0 off
Scott J. Maslow, D.M.D., P.a. 401(k) Profit Sharing Plan (NJ) 8 · 0 off

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 High Branch, Inc. 401(k) Plan assets move in 2023? ▼

High Branch, Inc. 401(k) Plan surged - up 153.5% during 2023, from $665K to $2M. Reported net income was $1M.

How have High Branch, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), High Branch, Inc.'s sponsor-wide assets declined 3.1%, from $665K to $644K.

Which 401(k) plans are similar in size to High Branch, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dania Entertainment Center,LLC 401(k) Plan in FL ($2M, 260 participants).

Which 401(k) plans cover a similar participant headcount to High Branch, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 474443994.