ESOP · DOL Form 5500 · 2022

Horizon Bankshares, Inc ESOP

Data updated 2026-08-25

$472K
Total assets Small plan by assets
41
Participants Small participant base
18th
Percentile by assets National rank
$11,502
Avg per participant Low balance/head
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Official DOL plan name: Horizon Bankshares, Inc Employee Stock Ownership Plan · Sponsored by Horizon Bankshares, Inc · Texas · Management of Enterprises

$472K in assets, 41 participants

Horizon Bankshares, Inc's Horizon Bankshares, Inc Employee Stock Ownership Plan reported $472K in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #119 in Management of Enterprises (1,193 peers)

Horizon Bankshares, Inc multi-year trail

Horizon Bankshares, Inc's plans moved +49.2% in assets from 2022 to 2024; this filing shows Horizon Bankshares, Inc Employee Stock Ownership Plan at $472K / 41 participants.

#119
in Management of Enterprises (1,193 peers)
+71.1%
assets growth YoY

Horizon Bankshares, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Horizon Bankshares, Inc Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$471,586 18th percentile higher than 18% of 139,123 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 2022

Horizon Bankshares, Inc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Horizon Bankshares, Inc Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 752007584 · Horizon Bankshares, Inc PY 2022 · ESOP

Horizon Bankshares, Inc Employee Stock Ownership Plan · $472K · 41 · 18th

  • BOY $472K
  • BOY 41
  • BOY 18th
  • BOY ESOP
  • BOY near Kilkeary's Auto Body, Inc. Employee Stock Ownership Plan
  • BOY ind #119

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 What is an ESOP? → · Plans in Texas →

Horizon Bankshares, Inc Employee Stock Ownership Plan in the asset neighbourhood

Piedmont Drywall Holdings Inc Employee Stock Ownership PlanPiedmont Drywall Holdings In…$479KHorizon Bankshares, Inc Employee Stock Ownership PlanHorizon Bankshares, Inc Empl…$472KKilkeary's Auto Body, Inc. Employee Stock Ownership PlanKilkeary's Auto Body, Inc. E…$471KDrs Employee Stock Ownership PlanDrs Employee Stock Ownership…$473KOgden Welding Systems Employee Stock Ownership Plan and TrustOgden Welding Systems Employ…$470K
End-of-year total assets ($M) among Horizon Bankshares, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Horizon Bankshares, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Horizon Bankshares, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$704K 49.181485455463054% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.47M $0.7M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 41 $472K
2023 1 41 $588K
2024 1 52 $704K

Horizon Bankshares, Inc filing trail (2022)

Total Assets (Beginning of Year)$276K
Net Assets (End of Year)$471K
Net Income$196K
Employer EIN752007584
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Horizon Bankshares, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Horizon Bankshares, Inc Employee Stock Ownership Plan, Total assets ($B): 0.000471586 · Participants: 41Horizon Bankshares, Inc Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Horizon Bankshares, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Horizon Bankshares, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Horizon Bankshares, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Kilkeary's Auto Body, Inc. Employee Stock Ownership Plan in PA ($471K); by covered participants it is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Horizon Bankshares, Inc Employee Stock Ownership Plan assets move in 2022? ▼
Horizon Bankshares, Inc Employee Stock Ownership Plan surged - up 71.1% during 2022, from $276K to $472K. Reported net income was $196K.
How have Horizon Bankshares, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizon Bankshares, Inc's sponsor-wide assets grew 49.2%, from $472K to $704K.
Where does Horizon Bankshares, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Horizon Bankshares, Inc Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Horizon Bankshares, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kilkeary's Auto Body, Inc. Employee Stock Ownership Plan in PA ($471K, 22 participants).
Which ESOP plans cover a similar participant headcount to Horizon Bankshares, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752007584.

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.