ESOP · DOL Form 5500 · 2022
Horst Distributing, Inc. ESOP
Data updated 2026-08-25
- $242K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $60,618
- Avg per participant Low balance/head
Official DOL plan name: Horst Distributing, Inc. Employee Stock Ownership Plan · Sponsored by Horst Distributing, Inc. · Wisconsin · Wholesale Trade
$242K in assets, 4 participants
Horst Distributing, Inc.'s Horst Distributing, Inc. Employee Stock Ownership Plan reported $242K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #388 in Wholesale Trade (6,843 peers)
2022 asset change
Horst Distributing, Inc. Employee Stock Ownership Plan contracted severely 54.2% in 2022 ($530K → $242K) for 4 participants.
- #388
- in Wholesale Trade (6,843 peers)
- -54.2%
- assets change YoY
The plan reported a net loss of $288K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Horst Distributing, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Horst Distributing, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$242,470 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Horst Distributing, Inc. Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Horst Distributing, Inc. Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 390967337 · Horst Distributing, Inc. PY 2022 · ESOP
Horst Distributing, Inc. Employee Stock Ownership Plan · $242K · 4 · 12th
- ASSETS $242K
- PCT 4
- EIN 12th
- RANK ESOP
- PHOTO near Pvt Employee Stock Ownership Plan
- IND ind #388
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 Wisconsin →
Horst Distributing, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Horst Distributing, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Horst Distributing, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $242K |
| 2023 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $530K |
|---|---|
| Net Assets (End of Year) | $242K |
| Net Income | -$288K |
| Employer EIN | 390967337 |
| Plan Effective Date | 1980-08-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Horst Distributing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Pvt Employee Stock Ownership Plan in CA ($242K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($242K here).
- Pvt Employee Stock Ownership Plan (CA) $242K · 11
- Rwd Investment Trust (NC) $242K · 1
- Southwest Georgia Financial Corporation Employee Stock Ownership Plan (MS) $239K · 86
- Dipaco, Inc. Employee Stock Ownership Plan (NV) $238K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (4 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.