ESOP · DOL Form 5500 · 2022

Team Horner Group, Inc. ESOP

Data updated 2026-08-25

$217M
Total assets Near avg plan size
448
Participants Below avg headcount
96th
Percentile by assets National rank
$484,573
Avg per participant High balance/head
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Official DOL plan name: Team Horner Employee Stock Ownership Plan · Sponsored by Team Horner Group, Inc. · Florida · Wholesale Trade

$217M in assets, 448 participants

Team Horner Group, Inc.'s Team Horner Employee Stock Ownership Plan reported $217M in total assets and 448 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #6,643 in Wholesale Trade (6,843 peers)

Where Team Horner Employee Stock Ownership Plan sits by assets

Team Horner Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $217M for 448 participants (~$484,573/participant), down 7.7% in 2022.

#6,643
in Wholesale Trade (6,843 peers)
-7.7%
assets change YoY
2.2×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Team Horner Employee Stock Ownership Plan's outsized position by total assets

Team Horner Employee Stock Ownership Plan vs every filed plan by assets

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

$217,088,578 Top 4% higher than 96% 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

Team Horner Employee Stock Ownership 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. Team Horner Employee Stock Ownership Plan sits mid-pack in the medium band (448 participants).

Published 5500 schedule card

Filing strip 810710190 · Team Horner Group, Inc. PY 2022 · ESOP

Team Horner Employee Stock Ownership Plan · $217M · 448 · 96th

  • BOY $217M
  • SCH 448
  • EBSA 96th
  • PART ESOP
  • TYPE near Trinidad Benham Corp. Employee Stock Ownership Plan
  • NET ind #6643

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 Florida →

Team Horner Employee Stock Ownership Plan in the asset neighbourhood

Extreme Engineering Solutions, Inc. Employee Stock Ownership PlanExtreme Engineering Solution…$220MWright Service Corp. Employee Stock Ownership PlanWright Service Corp. Employe…$219MTrinidad Benham Corp. Employee Stock Ownership PlanTrinidad Benham Corp. Employ…$218MTeam Horner Employee Stock Ownership PlanTeam Horner Employee Stock O…$217MHarbor Linx, Inc. Employee Stock Ownership PlanHarbor Linx, Inc. Employee S…$216M
End-of-year total assets ($M) among Team Horner Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$235M
Net Assets (End of Year)$175M
Net Income-$17M
Employer EIN810710190
Plan Effective Date2015-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Team Horner Group, Inc.)

Sponsor-wide plan assets over time

All Team Horner Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221M 9.236201784045322% vs 2022
2024 filing year
$210M$220M$230M$240M$250M 202220232024 $243M $221M ▼ -9.2%
Year Plans Participants Total Assets
2022 2 1,030 $243M
2023 2 1,019 $237M
2024 2 989 $221M

Nearby ESOP Plans in Florida

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

Team Horner Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Team Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanUnited States Sugar Corporation - ESOP Ownership Plan, Total assets ($B): 0.189801616 · Participants: 766United States Sugar Corporation - ESOP Ownership Plan
Team Horner Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Team Horner Employee Stock Ownership Plan side-by-side with 3 peers →

Team Horner Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Trinidad Benham Corp. Employee Stock Ownership Plan in CO ($218M); by covered participants it is Kkw Holdings, Inc. Employee Stock Ownership Plan in CA (448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (448 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 Team Horner Employee Stock Ownership Plan assets move in 2022? ▼
Team Horner Employee Stock Ownership Plan pulled back noticeably - down 7.7% during 2022, from $235M to $217M. Reported net income was -$17M.
How have Team Horner Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Team Horner Group, Inc.'s sponsor-wide assets declined 9.2%, from $243M to $221M.
Where does Team Horner Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Team Horner Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Team Horner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Trinidad Benham Corp. Employee Stock Ownership Plan in CO ($218M, 1,013 participants).
Which ESOP plans cover a similar participant headcount to Team Horner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kkw Holdings, Inc. Employee Stock Ownership Plan in CA (448 participants, $34M 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 810710190.

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.