401(k) · DOL Form 5500 · 2024

Highmark Residential, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
2,217
Participants Above avg headcount
79th
Percentile by assets National rank
$15,461
Avg per participant Low balance/head
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Official DOL plan name: Highmark Residential 401(k) Plan · Sponsored by Highmark Residential, LLC · Texas · Real Estate

$34M in assets, 2,217 participants

Highmark Residential, LLC's Highmark Residential 401(k) Plan reported $34M in total assets and 2,217 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,167 in Real Estate (4,605 peers)

Coverage in Texas

Highmark Residential 401(k) Plan covers 2,217 participants in Texas, 3.2x the typical Texas plan (state average ~688 per filing). Assets: $34M.

#4,167
in Real Estate (4,605 peers)
+10.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Highmark Residential 401(k) Plan's outsized position by total assets

Highmark Residential 401(k) Plan vs every filed plan by assets

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

$34,277,284 Top 21% higher than 79% 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

Highmark Residential 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Highmark Residential 401(k) Plan lands in the large band (2,217 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Highmark Residential 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Highmark Residential 401(k) Plan reported participants rose from 1,900 in the plan year 2023 filing to 2,217 in the plan year 2024 filing.
  • Highmark Residential 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870736673 · Highmark Residential, LLC PY 2024 · 401(k)

Highmark Residential 401(k) Plan · $34M · 2,217 · 79th

  • BOOK $34M
  • VS-ST 2,217
  • BOY 79th
  • SCH 401(k)
  • EBSA near Swagvault 401(k)
  • PART ind #4167

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 Real Estate retirement plans → · Plans in Texas →

Highmark Residential 401(k) Plan in the asset neighbourhood

Highmark Residential 401(k) PlanHighmark Residential 401(k) …$34MSwagvault 401(k)$34MCentral Wire Inc. 401(k) Retirement PlanCentral Wire Inc. 401(k) Ret…$34MFate Therapeutics, Inc. 401(k) Pension PlanFate Therapeutics, Inc. 401(…$34MBird Technologies Group Inc. 401(k) Plan and TrustBird Technologies Group Inc.…$34M
End-of-year total assets ($M) among Highmark Residential 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN870736673
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Highmark Residential, LLC)

Sponsor-wide plan assets over time

All Highmark Residential, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 30.968084430825606% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.2M $34.3M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 1,573 $26M
2023 1 1,900 $31M
2024 1 2,217 $34M

Nearby 401(k) Plans in Texas

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

Highmark Residential 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Highmark Residential 401(k) Plan, Total assets ($B): 0.034277284 · Participants: 2217Highmark Residential 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
Highmark Residential 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Highmark Residential 401(k) Plan side-by-side with 3 peers →

Highmark Residential 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Swagvault 401(k) in CA ($34M); by covered participants it is Rose Acre Farms Employees' 401(k) Plan in IN (2,217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,217 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 Highmark Residential 401(k) Plan assets move in 2024? ▼
Highmark Residential 401(k) Plan grew at a solid clip - up 10.2% during 2024, from $31M to $34M. Reported net income was $3M.
How have Highmark Residential, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Highmark Residential, LLC's sponsor-wide assets grew 31.0%, from $26M to $34M.
Where does Highmark Residential 401(k) Plan rank by assets among Form 5500 filers? ▼
Highmark Residential 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Highmark Residential 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swagvault 401(k) in CA ($34M, 337 participants).
Which 401(k) plans cover a similar participant headcount to Highmark Residential 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rose Acre Farms Employees' 401(k) Plan in IN (2,217 participants, $100M 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 870736673.

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.