ESOP · DOL Form 5500 · 2024

Highland Homes Holdings, Inc. ESOP

Data updated 2026-07-24

$983M
Total assets: 891
Participants: 98th
Percentile by assets: $1.1M
Avg per participant

Official DOL plan name: Highland Homes Employee Stock Ownership Plan · Sponsored by Highland Homes Holdings, Inc. · Texas · Construction

$983M in assets, 891 participants

Highland Homes Holdings, Inc.'s Highland Homes Employee Stock Ownership Plan reported $983M in total assets and 891 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 116,472 plans)

Where Highland Homes Employee Stock Ownership Plan sits by assets

Highland Homes Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $983M for 891 participants (~$1.1M/participant), up 11.1% in 2024.

$983M
total plan assets (2024 EOY): 891
covered participants: 98th
percentile by assets (of 116,472 plans): $1.1M
avg assets per participant

Highland Homes Employee Stock Ownership Plan reported net income fell from $366M in the plan year 2023 filing to $98M in the plan year 2024 filing.
Highland Homes Employee Stock Ownership Plan reported participants rose from 791 in the plan year 2023 filing to 891 in the plan year 2024 filing.
Highland Homes Employee Stock Ownership Plan end-of-year assets rose from $885M in the plan year 2023 filing to $983M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Construction

Highland Homes Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Highland Homes Employee Stock Ownership Plan outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 9.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$885M
Net Assets (End of Year)	$961M
Net Income	$98M
Employer EIN	383987385
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Highland Homes Holdings, Inc.)

Total plan assets by year, all Highland Homes Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	690	$520M
2023	1	791	$885M
2024	1	891	$983M

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Highland Homes Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
Austin Industries Employee Stock Ownership Plan $527M · 7,703
Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Betenbough Companies Employee Stock Ownership Plan $352M · 370

Compare Highland Homes Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Highland Homes Employee Stock Ownership Plan by total assets, not by location.

Scheels Employee Stock Ownership Plan (ND) $963M · 5,157
Andersen Corporation Employee Stock Ownership Plan (MN) $963M · 12,104
Bdo USA Employee Stock Ownership Plan (IL) $1.1B · 9,258
Stewart's Shops Corp Employee Stock Ownership Plan (NY) $897M · 3,483

Frequently Asked Questions

How did Highland Homes Employee Stock Ownership Plan assets move in 2024? ▼

Highland Homes Employee Stock Ownership Plan grew at a solid clip - up 11.1% during 2024, from $885M to $983M. Reported net income was $98M.

How have Highland Homes Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Highland Homes Holdings, Inc.'s sponsor-wide assets grew 89.2%, from $520M to $983M.

Where does Highland Homes Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Highland Homes Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Highland Homes Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Scheels Employee Stock Ownership Plan in ND ($963M, 5,157 participants).

Next read for Highland Homes Employee Stock Ownership …

Scale reading

Ways to act on Highland Homes Employee Stock Ownership Plan's numbers.

By total assets, Highland Homes Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
Highland Homes Holdings, Inc.'s sponsor-wide assets have grown 89.2% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383987385.

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.