401(k)
2024 plan-year 401(k) DOL Form 5500

Highland Management Group Inc. 401(k) Plan

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

Sponsored by Highland Management Group Inc. · Minnesota · Real Estate

What the 2023 filing shows

Highland Management Group Inc. 401(k) Plan holds $11M for 160 participants — about $68,059 per participant, up 9.4% over the 2024 plan year.

$11M
total plan assets (2024 EOY)
160
covered participants
$68,059
avg assets per participant
+9.4%
assets growth YoY
Total Assets (2023)
$11M
Participants
160
State
Industry
Real Estate

What the Filing Says About Highland Management Group Inc. 401(k) Plan

Highland Management Group Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Highland Management Group Inc., headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 160 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 411655317, and the plan has been effective since 1995-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2024 to $11M at year-end — a gain of 9.4%. Net assets (after liabilities) closed the year at $11M, with reported net income of $932K 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)$10M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$932K
Plan Type401(k)
Employer EIN411655317
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highland Management Group Inc.)

Year Plans Participants Total Assets
2022 1 146 $8M
2023 1 152 $10M
2024 1 160 $11M

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Frequently Asked Questions

How much money is in the Highland Management Group Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Highland Management Group Inc. 401(k) Plan holds $11M in total assets with 160 participants. It is sponsored by Highland Management Group Inc..
What type of plan is Highland Management Group Inc. 401(k) Plan?
Highland Management Group Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1995-08-01. The plan is filed with the U.S. Department of Labor under EIN 411655317.
Who sponsors the Highland Management Group Inc. 401(k) Plan?
Highland Management Group Inc. 401(k) Plan is sponsored by Highland Management Group Inc., located in Minnesota. The sponsor's EIN is 411655317 and the plan operates in the Real Estate industry.
How did Highland Management Group Inc. 401(k) Plan perform in 2024?
Highland Management Group Inc. 401(k) Plan grew by 9.4% during 2024, moving from $10M to $11M in total assets. Net income was $932K.
Where can I find official filings for Highland Management Group Inc. 401(k) Plan?
Official Form 5500 filings for Highland Management Group Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411655317 or plan name at efast.dol.gov.
How does Highland Management Group Inc. 401(k) Plan compare to other plans?
You can compare Highland Management Group Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Minnesota 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 411655317.

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.