401(k) · DOL Form 5500 · 2024
Highlands Residential Mortgage 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 466
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $59,442
- Avg per participant Low balance/head
Official DOL plan name: Highlands Residential Mortgage, Ltd. 401(k) Plan · Sponsored by Highlands Residential Mortgage · Texas · Finance & Insurance
$28M in assets, 466 participants
Highlands Residential Mortgage's Highlands Residential Mortgage, Ltd. 401(k) Plan reported $28M in total assets and 466 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #5,381 in Finance & Insurance (8,549 peers)
Where Highlands Residential Mortgage, Ltd. 401(k) Plan sits by assets
Highlands Residential Mortgage, Ltd. 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 466 participants (~$59,442/participant), up 11.2% in 2024.
- #5,381
- in Finance & Insurance (8,549 peers)
- +11.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Highlands Residential Mortgage, Ltd. 401(k) Plan's outsized position by total assets
Highlands Residential Mortgage, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,699,984 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Highlands Residential Mortgage, Ltd. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Highlands Residential Mortgage, Ltd. 401(k) Plan sits mid-pack in the medium band (466 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Highlands Residential Mortgage, Ltd. 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Highlands Residential Mortgage, Ltd. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Highlands Residential Mortgage, Ltd. 401(k) Plan reported participants rose from 460 in the plan year 2023 filing to 466 in the plan year 2024 filing.
DOL schedule card
Filing strip 752269700 · Highlands Residential Mortgage PY 2024 · 401(k)
Highlands Residential Mortgage, Ltd. 401(k) Plan · $28M · 466 · 76th
- BOOK $28M
- BOOK 466
- BOOK 76th
- BOOK 401(k)
- BOOK near Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru
- BOOK ind #5381
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 Finance & Insurance retirement plans → · Plans in Texas →
Highlands Residential Mortgage, Ltd. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 752269700 |
| Plan Effective Date | 2010-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Highlands Residential Mortgage)
Sponsor-wide plan assets over time
All Highlands Residential Mortgage plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 26.677872253203695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 412 | $22M |
| 2023 | 1 | 460 | $25M |
| 2024 | 1 | 466 | $28M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Highlands Residential Mortgage, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru in NC ($28M); by covered participants it is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Makhteshim Agan of North America 401(k) Profit Sharing Plan & Tru (NC) $28M · 232
- Sato America, LLC 401(k) Plan (NC) $28M · 237
- Mro Corporation 401(k) Plan (PA) $28M · 2,367
- Dtn Management Company 401(k) Profit Sharing Plan (MI) $28M · 239
Similar participant headcount
Nearest other-state filings by covered participants (466 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.