401(k) · DOL Form 5500 · 2024

Heights Real Estate Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$945K
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$188,958
Avg per participant Above avg balance/head
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Official DOL plan name: Heights Re Advisors 401(k) Plan · Sponsored by Heights Real Estate Advisors, LLC · New York · Real Estate

$945K in assets, 5 participants

Heights Real Estate Advisors, LLC's Heights Re Advisors 401(k) Plan reported $945K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,818 in Real Estate (4,605 peers)

2024 asset change

Heights Re Advisors 401(k) Plan grew at a solid clip 12.5% in 2024 ($840K → $945K) for 5 participants.

#1,818
in Real Estate (4,605 peers)
+12.5%
assets growth YoY

Heights Re Advisors 401(k) Plan among the smaller filed plans by assets

Heights Re Advisors 401(k) Plan vs every filed plan by assets

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

$944,791 23rd percentile higher than 23% 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

Heights Re Advisors 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heights Re Advisors 401(k) Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 263057983 · Heights Real Estate Advisors, LLC PY 2024 · 401(k)

Heights Re Advisors 401(k) Plan · $945K · 5 · 23rd

  • PART $945K
  • PART 5
  • PART 23rd
  • PART 401(k)
  • PART near Hhmt, Inc. Employee Stock Ownership 401(k) Plan
  • PART ind #1818

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 New York →

Heights Re Advisors 401(k) Plan in the asset neighbourhood

Heights Re Advisors 401(k) PlanHeights Re Advisors 401(k) P…$945KHhmt, Inc. Employee Stock Ownership 401(k) PlanHhmt, Inc. Employee Stock Ow…$945KPivotal Capital Holdings, Inc. 401(k) PlanPivotal Capital Holdings, In…$945KR & R Holdings, Inc. 401(k) PlanR & R Holdings, Inc. 401(k) …$945KNed Baker Real Estate, Inc. 401(k) Profit Sharing PlanNed Baker Real Estate, Inc. …$945K
End-of-year total assets ($M) among Heights Re Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$840K
Net Assets (End of Year)$945K
Net Income$105K
Employer EIN263057983
Plan Effective Date2021-11-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Heights Re Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Heights Re Advisors 401(k) Plan, Total assets ($B): 0.000944791 · Participants: 5Heights Re Advisors 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Heights Re Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Heights Re Advisors 401(k) Plan side-by-side with 3 peers →

Heights Re Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hhmt, Inc. Employee Stock Ownership 401(k) Plan in OH ($945K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Heights Re Advisors 401(k) Plan assets move in 2024? ▼
Heights Re Advisors 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $840K to $945K. Reported net income was $105K.
Where does Heights Re Advisors 401(k) Plan rank by assets among Form 5500 filers? ▼
Heights Re Advisors 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Heights Re Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hhmt, Inc. Employee Stock Ownership 401(k) Plan in OH ($945K, 45 participants).
Which 401(k) plans cover a similar participant headcount to Heights Re Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 263057983.

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.