401(k) · DOL Form 5500 · 2024

Highlevel Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
281
Participants Below avg headcount
39th
Percentile by assets National rank
$14,736
Avg per participant Low balance/head
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Official DOL plan name: Highlevel Inc. 401(k) Plan · Sponsored by Highlevel Inc. · Texas · Professional & Technical Services

$4M in assets, 281 participants

Highlevel Inc.'s Highlevel Inc. 401(k) Plan reported $4M in total assets and 281 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,260 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Highlevel Inc. 401(k) Plan covers 281 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#7,260
in Professional & Technical Services (20,173 peers)
+119.0%
assets growth YoY

Highlevel Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Highlevel Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,140,792 39th percentile higher than 39% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Highlevel Inc. 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. Highlevel Inc. 401(k) Plan sits mid-pack in the medium band (281 participants).

Form 5500 schedule snapshot

Filing strip 831387965 · Highlevel Inc. PY 2024 · 401(k)

Highlevel Inc. 401(k) Plan · $4M · 281 · 39th

  • IND $4M
  • EOY 281
  • 5500 39th
  • ASSETS 401(k)
  • PCT near R D White & Sons, Inc. 401(k) Ps Plan & Trust
  • EIN ind #7260

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 Professional & Technical Services retirement plans → · Plans in Texas →

Highlevel Inc. 401(k) Plan in the asset neighbourhood

Highlevel Inc. 401(k) Plan$4MR D White & Sons, Inc. 401(k) Ps Plan & TrustR D White & Sons, Inc. 401(k…$4MSchrock's Woodcrafts, Inc. 401(k) Retirement PlanSchrock's Woodcrafts, Inc. 4…$4MA. J. Johns, Inc. 401(k) Profit Sharing Plan and TrustA. J. Johns, Inc. 401(k) Pro…$4MWaste Eliminator 401(k) Plan$4M
End-of-year total assets ($M) among Highlevel Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN831387965
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Highlevel Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Highlevel Inc. 401(k) Plan, Total assets ($B): 0.004140792 · Participants: 281Highlevel Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Highlevel Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Highlevel Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is R D White & Sons, Inc. 401(k) Ps Plan & Trust in NC ($4M); by covered participants it is Cleaveland/Price, Inc. 401(k) Plan in PA (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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.

Frequently Asked Questions

How did Highlevel Inc. 401(k) Plan assets move in 2024? ▼
Highlevel Inc. 401(k) Plan surged - up 119.0% during 2024, from $2M to $4M. Reported net income was $2M.
Which 401(k) plans are similar in size to Highlevel Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R D White & Sons, Inc. 401(k) Ps Plan & Trust in NC ($4M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Highlevel Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleaveland/Price, Inc. 401(k) Plan in PA (281 participants, $45M in assets).

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 831387965.

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.