Retirement plan

HIGHLAND HOMES EMPLOYEE STOCK OWNERSHIP PLAN

Name: HIGHLAND HOMES HOLDINGS, INC. - HIGHLAND HOMES EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: HIGHLAND HOMES HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HIGHLAND HOMES EMPLOYEE STOCK OWNERSHIP PLAN, HIGHLAND HOMES HOLDINGS, INC.

HIGHLAND HOMES HOLDINGS, INC.EIN 38-3987385Plan #001PY 2023

5601 DEMOCRACY DRIVE, SUITE 300 - PLANO, TX 75024972-789-3577

Prospect flagsHigh assets / participant

Top hat statement on fileNQDC

Filed April 3, 2026 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

5601 Democracy Drive, Suite 300

Plano, TX 75024

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Plans declared (1)

Highland Homes Holdings Phantom Equity Participation Plan30 emp

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Total assets (EOY)

$884.9M

+70.3% from 2022

Total participants

909

+19.6% from 2022

Average account balance

$977,809

+41.3% from 2022

Annual return

70.10%

+93.80 pp from 2022

Benchmarks

See 1,502 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,502 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$680.04M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$735K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

925

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-30.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2A2I3I2P2Q

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$977,809

$93,010+951.3%

$96,520+913.1%

$74,440+1213.5%

Participation rate

99.5%

71.6%+28.0pp

74.3%+25.2pp

70.7%+28.8pp

Annual return

70.10%

37.50%+32.6pp

35.72%+34.4pp

34.37%+35.7pp

Employer contribution / active EE

$5,807

$3,427+69.4%

$3,739+55.3%

$2,638+120.1%

Participant deferral / active EE

$3,971-100.0%

$4,879-100.0%

$4,529-100.0%

Admin fee / account holder

$633-100.0%

$6,733-100.0%

$348-100.0%

HIGHLAND HOMES EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HIGHLAND HOMES EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion