401(k) · DOL Form 5500 · 2022

Horner & Shifrin, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
122
Participants Small participant base
67th
Percentile by assets National rank
$90,208
Avg per participant Below avg balance/head
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Official DOL plan name: Horner & Shifrin 401(k) Plan · Sponsored by Horner & Shifrin, Inc. · Missouri · Professional & Technical Services

$11M in assets, 122 participants

Horner & Shifrin, Inc.'s Horner & Shifrin 401(k) Plan reported $11M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,205 in Professional & Technical Services (21,562 peers)

Coverage in Missouri

Horner & Shifrin 401(k) Plan covers 122 participants in Missouri, about 17% of the average Missouri filer (state average ~737 per filing). Assets: $11M.

#14,205
in Professional & Technical Services (21,562 peers)
-17.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Horner & Shifrin 401(k) Plan's outsized position by total assets

Horner & Shifrin 401(k) Plan vs every filed plan by assets

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

$11,005,336 Top 33% higher than 67% 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

Horner & Shifrin 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Horner & Shifrin 401(k) Plan sits mid-pack in the medium band (122 participants).

Plan-year Form 5500 strip

Filing strip 430861661 · Horner & Shifrin, Inc. PY 2022 · 401(k)

Horner & Shifrin 401(k) Plan · $11M · 122 · 67th

  • TYPE $11M
  • NET 122
  • BOOK 67th
  • VS-ST 401(k)
  • BOY near Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees
  • SCH ind #14205

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 Professional & Technical Services retirement plans → · Plans in Missouri →

Horner & Shifrin 401(k) Plan in the asset neighbourhood

Horner & Shifrin 401(k) Plan$11MDiageo North America, Inc. 401(k) Retirement Savings Plan for Union EmployeesDiageo North America, Inc. 4…$11MInstitute of Community Services, Inc. 403(b) Retirement PlanInstitute of Community Servi…$11MSchuster Co Inc 401(k) P/S$11MNew Century Bmw, Inc. 401(k) PlanNew Century Bmw, Inc. 401(k)…$11M
End-of-year total assets ($M) among Horner & Shifrin 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN430861661
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horner & Shifrin, Inc.)

Sponsor-wide plan assets over time

All Horner & Shifrin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 56.59503126571115% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.4M $36.6M ▲ +56.5%
Year Plans Participants Total Assets
2022 2 220 $23M
2023 2 235 $28M
2024 2 283 $37M

Nearby 401(k) Plans in Missouri

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

Horner & Shifrin 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Horner & Shifrin 401(k) Plan, Total assets ($B): 0.011005336 · Participants: 122Horner & Shifrin 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Horner & Shifrin 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Horner & Shifrin 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees in NY ($11M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Horner & Shifrin 401(k) Plan assets move in 2022? ▼
Horner & Shifrin 401(k) Plan declined sharply - down 17.1% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Horner & Shifrin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horner & Shifrin, Inc.'s sponsor-wide assets grew 56.6%, from $23M to $37M.
Which 401(k) plans are similar in size to Horner & Shifrin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees in NY ($11M, 686 participants).
Which 401(k) plans cover a similar participant headcount to Horner & Shifrin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants, $7M 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 430861661.

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.