401(k) · DOL Form 5500 · 2024
Highland Mortgage 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $17,100
- Avg per participant Low balance/head
Official DOL plan name: Highland Mortgage 401(k) Plan · Sponsored by Highland Mortgage · Georgia · Finance & Insurance
$3M in assets, 150 participants
Highland Mortgage's Highland Mortgage 401(k) Plan reported $3M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,776 in Finance & Insurance (8,549 peers)
Coverage in Georgia
Highland Mortgage 401(k) Plan covers 150 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.
- #1,776
- in Finance & Insurance (8,549 peers)
- +63.6%
- assets growth YoY
Highland Mortgage 401(k) Plan among the smaller filed plans by assets
Highland Mortgage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,564,967 32nd percentile higher than 32% 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
Highland Mortgage 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. Highland Mortgage 401(k) Plan sits mid-pack in the medium band (150 participants).
Plan-year Form 5500 strip
Filing strip 844876397 · Highland Mortgage PY 2024 · 401(k)
Highland Mortgage 401(k) Plan · $3M · 150 · 32nd
- BOY $3M
- SCH 150
- EBSA 32nd
- PART 401(k)
- TYPE near Xencare, Inc. Dba Fresno Guest Home 401(k) Profit Sharing Plan
- NET ind #1776
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 Georgia →
Highland Mortgage 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $998K |
| Employer EIN | 844876397 |
| Plan Effective Date | 2021-03-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Highland Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Xencare, Inc. Dba Fresno Guest Home 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Xencare, Inc. Dba Fresno Guest Home 401(k) Profit Sharing Plan (CA) $3M · 55
- Passivelogic 401(k) Plan (UT) $3M · 110
- Jolly Roofing 401(k) Plan (TN) $3M · 239
- Winstar Insurance 401(k) Plan (TX) $3M · 24
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Golden Bank National Association 401(k) Retirement Savings Plan (TX) 150 · 0 off
- Xmek, Inc. Retirement Saving Plan (TX) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.