401(k) · DOL Form 5500 · 2024

H.I.G. Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
687
Participants Below avg headcount
92nd
Percentile by assets National rank
$178,027
Avg per participant Above avg balance/head
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Official DOL plan name: H.I.G. Capital Management, LLC 401(k) Plan · Sponsored by H.I.G. Capital Management, LLC · Florida · Finance & Insurance

$122M in assets, 687 participants

H.I.G. Capital Management, LLC's H.I.G. Capital Management, LLC 401(k) Plan reported $122M in total assets and 687 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,453 in Finance & Insurance (8,549 peers)

Where H.I.G. Capital Management, LLC 401(k) Plan sits by assets

H.I.G. Capital Management, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $122M for 687 participants (~$178,027/participant), up 26.7% in 2024.

#7,453
in Finance & Insurance (8,549 peers)
+26.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

H.I.G. Capital Management, LLC 401(k) Plan's outsized position by total assets

H.I.G. Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$122,304,335 Top 8% higher than 92% 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

H.I.G. Capital Management, LLC 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. H.I.G. Capital Management, LLC 401(k) Plan sits mid-pack in the medium band (687 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H.I.G. Capital Management, LLC 401(k) Plan end-of-year assets rose from $97M in the plan year 2023 filing to $122M in the plan year 2024 filing.
  • H.I.G. Capital Management, LLC 401(k) Plan reported participants rose from 650 in the plan year 2023 filing to 687 in the plan year 2024 filing.
  • H.I.G. Capital Management, LLC 401(k) Plan reported net income rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 472255631 · H.I.G. Capital Management, LLC PY 2024 · 401(k)

H.I.G. Capital Management, LLC 401(k) Plan · $122M · 687 · 92nd

  • 5500 $122M
  • 5500 687
  • 5500 92nd
  • 5500 401(k)
  • 5500 near Faulkner Group 401(k) Plan
  • 5500 ind #7453

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 Florida →

H.I.G. Capital Management, LLC 401(k) Plan in the asset neighbourhood

Berkshire Partners LLC Retirement PlanBerkshire Partners LLC Retir…$122MLemans Corporation 401(k) Savings PlanLemans Corporation 401(k) Sa…$122MFaulkner Group 401(k) Plan$122MH.I.G. Capital Management, LLC 401(k) PlanH.I.G. Capital Management, L…$122MAnesthesiology Consultants Exchange, P.C. Profit Sharing PlanAnesthesiology Consultants E…$122M
End-of-year total assets ($M) among H.I.G. Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$122M
Net Income$26M
Employer EIN472255631
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.I.G. Capital Management, LLC)

Sponsor-wide plan assets over time

All H.I.G. Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$122M 70.71663928108704% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $71.6M $122M ▲ +70.7%
Year Plans Participants Total Assets
2022 1 531 $72M
2023 1 650 $97M
2024 1 687 $122M

Nearby 401(k) Plans in Florida

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

H.I.G. Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants H.I.G. Capital Management, LLC 401(k) Plan, Total assets ($B): 0.122304335 · Participants: 687H.I.G. Capital Management, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
H.I.G. Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare H.I.G. Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

H.I.G. Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Faulkner Group 401(k) Plan in PA ($122M); by covered participants it is Bob Moore & Affiliates Retirement Savings Plan in OK (687 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (687 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 H.I.G. Capital Management, LLC 401(k) Plan assets move in 2024? ▼
H.I.G. Capital Management, LLC 401(k) Plan grew sharply - up 26.7% during 2024, from $97M to $122M. Reported net income was $26M.
How have H.I.G. Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.I.G. Capital Management, LLC's sponsor-wide assets grew 70.7%, from $72M to $122M.
Where does H.I.G. Capital Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
H.I.G. Capital Management, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to H.I.G. Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Faulkner Group 401(k) Plan in PA ($122M, 1,774 participants).
Which 401(k) plans cover a similar participant headcount to H.I.G. Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bob Moore & Affiliates Retirement Savings Plan in OK (687 participants, $46M 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 472255631.

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.