401(k) · DOL Form 5500 · 2024

Hightower Holding, LLC 401(k) Plan

Data updated 2026-08-25

$207M
Total assets Near avg plan size
1,542
Participants Near avg headcount
94th
Percentile by assets National rank
$134,074
Avg per participant Near avg balance/head
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Official DOL plan name: Hightower 401(k) Plan · Sponsored by Hightower Holding, LLC · Illinois · Finance & Insurance

$207M in assets, 1,542 participants

Hightower Holding, LLC's Hightower 401(k) Plan reported $207M in total assets and 1,542 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,779 in Finance & Insurance (8,549 peers)

Where Hightower 401(k) Plan sits by assets

Hightower 401(k) Plan sits in the top 10% of all filed plans by assets, $207M for 1,542 participants (~$134,074/participant), up 36.3% in 2024.

#7,779
in Finance & Insurance (8,549 peers)
+36.3%
assets growth YoY
2.1×
vs typical plan assets (national mean)

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

Hightower 401(k) Plan vs every filed plan by assets

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

$206,742,602 Top 6% higher than 94% 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

Hightower 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. Hightower 401(k) Plan lands in the large band (1,542 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hightower 401(k) Plan end-of-year assets rose from $152M in the plan year 2023 filing to $207M in the plan year 2024 filing.
  • Hightower 401(k) Plan reported net income rose from $44M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Hightower 401(k) Plan reported participants rose from 1,349 in the plan year 2023 filing to 1,542 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262270729 · Hightower Holding, LLC PY 2024 · 401(k)

Hightower 401(k) Plan · $207M · 1,542 · 94th

  • EIN $207M
  • RANK 1,542
  • PHOTO 94th
  • IND 401(k)
  • EOY near Usic 401(k) Savings Plan
  • 5500 ind #7779

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 Illinois →

Hightower 401(k) Plan in the asset neighbourhood

Fortra, LLC 401(k) Savings PlanFortra, LLC 401(k) Savings P…$207MHightower 401(k) Plan$207MUsic 401(k) Savings Plan$207MThe Parker Poe Adams & Bernstein LLP 401(k) Profit Sharing PlanThe Parker Poe Adams & Berns…$207MAmerican Commercial Barge Line LLC 401(k) PlanAmerican Commercial Barge Li…$207M
End-of-year total assets ($M) among Hightower 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)$152M
Net Assets (End of Year)$207M
Net Income$55M
Employer EIN262270729
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hightower Holding, LLC)

Sponsor-wide plan assets over time

All Hightower Holding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$207M 92.87690683370587% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $107M $207M ▲ +92.9%
Year Plans Participants Total Assets
2022 1 1,130 $107M
2023 1 1,349 $152M
2024 1 1,542 $207M

Nearby 401(k) Plans in Illinois

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

Hightower 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Hightower 401(k) Plan, Total assets ($B): 0.206742602 · Participants: 1542Hightower 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Hightower 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Outside Illinois, the nearest 401(k) by assets is Usic 401(k) Savings Plan in IN ($207M); by covered participants it is Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust in VA (1,542 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($207M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,542 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 Hightower 401(k) Plan assets move in 2024?
Hightower 401(k) Plan surged - up 36.3% during 2024, from $152M to $207M. Reported net income was $55M.
How have Hightower Holding, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Hightower Holding, LLC's sponsor-wide assets grew 92.9%, from $107M to $207M.
Where does Hightower 401(k) Plan rank by assets among Form 5500 filers?
Hightower 401(k) Plan ranks in the 94th 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 Hightower 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Usic 401(k) Savings Plan in IN ($207M, 11,341 participants).
Which 401(k) plans cover a similar participant headcount to Hightower 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust in VA (1,542 participants, $428M in assets).