Other
2024 plan-year Other DOL Form 5500

Highland Homes Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Highland Homes Holdings, Inc. · Texas · Construction

What the 2023 filing shows

Highland Homes Employee Stock Ownership Plan holds $983M for 891 participants — about $1.1M per participant, up 11.1% over the 2024 plan year.

$983M
total plan assets (2024 EOY)
891
covered participants
$1.1M
avg assets per participant
+11.1%
assets growth YoY
Total Assets (2023)
$983M
Participants
891
State
Industry
Construction

What the Filing Says About Highland Homes Employee Stock Ownership Plan

Highland Homes Employee Stock Ownership Plan is a Other retirement plan sponsored by Highland Homes Holdings, Inc., headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $983M in total end-of-year assets and covers 891 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 383987385, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $885M at the beginning of 2024 to $983M at year-end — a gain of 11.1%. Net assets (after liabilities) closed the year at $961M, with reported net income of $98M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$885M
Total Assets (End of Year)$983M
Net Assets (End of Year)$961M
Net Income$98M
Plan TypeOther
Employer EIN383987385
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highland Homes Holdings, Inc.)

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

Nearby Other Plans in Texas

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

Frequently Asked Questions

How much money is in the Highland Homes Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Highland Homes Employee Stock Ownership Plan holds $983M in total assets with 891 participants. It is sponsored by Highland Homes Holdings, Inc..
What type of plan is Highland Homes Employee Stock Ownership Plan?
Highland Homes Employee Stock Ownership Plan is a Other plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 383987385.
Who sponsors the Highland Homes Employee Stock Ownership Plan?
Highland Homes Employee Stock Ownership Plan is sponsored by Highland Homes Holdings, Inc., located in Texas. The sponsor's EIN is 383987385 and the plan operates in the Construction industry.
How did Highland Homes Employee Stock Ownership Plan perform in 2024?
Highland Homes Employee Stock Ownership Plan grew by 11.1% during 2024, moving from $885M to $983M in total assets. Net income was $98M.
Where can I find official filings for Highland Homes Employee Stock Ownership Plan?
Official Form 5500 filings for Highland Homes Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383987385 or plan name at efast.dol.gov.
How does Highland Homes Employee Stock Ownership Plan compare to other plans?
You can compare Highland Homes Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.