401(k) · DOL Form 5500 · 2023

Horizons Incorporated 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
161
Participants Small participant base
79th
Percentile by assets National rank
$180,977
Avg per participant Above avg balance/head
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Official DOL plan name: Horizons 401(k) Plan · Sponsored by Horizons Incorporated · Ohio · Manufacturing

$29M in assets, 161 participants

Horizons Incorporated's Horizons 401(k) Plan reported $29M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,215 in Manufacturing (18,722 peers)

Coverage in Ohio

Horizons 401(k) Plan covers 161 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $29M.

#13,215
in Manufacturing (18,722 peers)
-0.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $171K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Horizons 401(k) Plan's outsized position by total assets

Horizons 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$29,137,241 Top 21% higher than 79% of 127,068 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 2023

Horizons 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Horizons 401(k) Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Horizons 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to -$171K in the plan year 2023 filing.
  • Horizons 401(k) Plan reported participants rose from 159 in the plan year 2022 filing to 161 in the plan year 2023 filing.
  • Horizons 401(k) Plan end-of-year assets fell from $29M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340816971 · Horizons Incorporated PY 2023 · 401(k)

Horizons 401(k) Plan · $29M · 161 · 79th

  • 5500 $29M
  • ASSETS 161
  • PCT 79th
  • EIN 401(k)
  • RANK near Avesis Retirement Investment Plan
  • PHOTO ind #13215

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 Manufacturing retirement plans → · Plans in Ohio →

Horizons 401(k) Plan in the asset neighbourhood

Horizons 401(k) Plan$29MAvesis Retirement Investment PlanAvesis Retirement Investment…$29MHallam Associates, Inc. Profit Sharing and Savings PlanHallam Associates, Inc. Prof…$29MLavazza Professional North America, LLC 401(k) PlanLavazza Professional North A…$29MNovae LLC 401(k) Retirement PlanNovae LLC 401(k) Retirement …$29M
End-of-year total assets ($M) among Horizons 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$29M
Net Income-$171K
Employer EIN340816971
Plan Effective Date1981-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Horizons Incorporated)

Sponsor-wide plan assets over time

All Horizons Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$34M 15.46382033480981% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.3M $33.8M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 159 $29M
2023 1 161 $29M
2024 1 177 $34M

Nearby 401(k) Plans in Ohio

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

Horizons 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Horizons 401(k) Plan, Total assets ($B): 0.029137241 · Participants: 161Horizons 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Horizons 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Horizons 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Avesis Retirement Investment Plan in AZ ($29M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Horizons 401(k) Plan assets move in 2023? ▼
Horizons 401(k) Plan held essentially flat - down 0.6% during 2023, from $29M to $29M. Reported net income was -$171K.
How have Horizons Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizons Incorporated's sponsor-wide assets grew 15.5%, from $29M to $34M.
Where does Horizons 401(k) Plan rank by assets among Form 5500 filers? ▼
Horizons 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Horizons 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avesis Retirement Investment Plan in AZ ($29M, 560 participants).
Which 401(k) plans cover a similar participant headcount to Horizons 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340816971.

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.