ESOP · DOL Form 5500 · 2022
Team Horner Group, Inc. ESOP
Data updated 2026-08-06
- $217M
- Total assets
- 448
- Participants
- 96th
- Percentile by assets
- $484,573
- Avg per participant
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.
- 96th percentile by assets (of 139,258 plans)
- #6,648 in Wholesale Trade (6,848 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.
- $217M
- total plan assets (2022 EOY)
- 448
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $484,573
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Team Horner Employee Stock Ownership Plan outranks 96% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.2x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $235M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | -$17M |
| Employer EIN | 810710190 |
| Plan Effective Date | 2015-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Team Horner Group, Inc.)
| 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
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- United States Sugar Corporation - ESOP Ownership Plan $190M · 766
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Team Horner Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on Team Horner Employee Stock Ownership Plan's numbers.
- By total assets, Team Horner Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Team Horner Group, Inc.'s sponsor-wide assets have declined 9.2% since 2022 across 3 plan years on file. More Wholesale Trade plans