ESOP · DOL Form 5500 · 2023

Van Horn Automotive Group, Inc. ESOP

Data updated 2026-08-25

$57M
Total assets Below avg plan size
564
Participants Below avg headcount
87th
Percentile by assets National rank
$101,891
Avg per participant Below avg balance/head
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Official DOL plan name: Van Horn Automotive Group, Inc. Employee Stock Ownership Plan · Sponsored by Van Horn Automotive Group, Inc. · Wisconsin · Retail Trade

$57M in assets, 564 participants

Van Horn Automotive Group, Inc.'s Van Horn Automotive Group, Inc. Employee Stock Ownership Plan reported $57M in total assets and 564 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,800 in Retail Trade (8,414 peers)

Where Van Horn Automotive Group, Inc. Employee Stock Ownership Plan sits by assets

Van Horn Automotive Group, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $57M for 564 participants (~$101,891/participant), up 21.8% in 2023.

#7,800
in Retail Trade (8,414 peers)
+21.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Van Horn Automotive Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Van Horn Automotive Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$57,466,782 Top 13% higher than 87% 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

Van Horn Automotive Group, Inc. Employee Stock Ownership 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. Van Horn Automotive Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Van Horn Automotive Group, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Van Horn Automotive Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $47M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Van Horn Automotive Group, Inc. Employee Stock Ownership Plan reported participants rose from 547 in the plan year 2022 filing to 564 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464704899 · Van Horn Automotive Group, Inc. PY 2023 · ESOP

Van Horn Automotive Group, Inc. Employee Stock Ownership Plan · $57M · 564 · 87th

  • SCH $57M
  • EBSA 564
  • PART 87th
  • TYPE ESOP
  • NET near Desco Industries, Inc. Employee Stock Ownership Plan
  • BOOK ind #7800

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 →

Van Horn Automotive Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Synerlink Corp. Employee Stock Ownership PlanSynerlink Corp. Employee Sto…$58MWoodward Mccoach, Inc. Employee Stock Ownership PlanWoodward Mccoach, Inc. Emplo…$58MDesco Industries, Inc. Employee Stock Ownership PlanDesco Industries, Inc. Emplo…$58MVan Horn Automotive Group, Inc. Employee Stock Ownership PlanVan Horn Automotive Group, I…$57MMelton Machine & Control Company Employee Stock Ownership PlanMelton Machine & Control Com…$57M
End-of-year total assets ($M) among Van Horn Automotive Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$37M
Net Income$11M
Employer EIN464704899
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Van Horn Automotive Group, Inc.)

Sponsor-wide plan assets over time

All Van Horn Automotive Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 20.242662973988164% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $65.1M $78.3M ▲ +20.2%
Year Plans Participants Total Assets
2022 2 1,159 $65M
2023 2 1,201 $80M
2024 2 1,308 $78M

Nearby ESOP Plans in Wisconsin

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

Van Horn Automotive Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Van Horn Automotive Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.057466782 · Participants: 564Van Horn Automotive Group, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Van Horn Automotive Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Van Horn Automotive Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Van Horn Automotive Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Desco Industries, Inc. Employee Stock Ownership Plan in CA ($58M); by covered participants it is Touchpoint, Inc. Employee Stock Ownership Plan in PA (562 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Van Horn Automotive Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Van Horn Automotive Group, Inc. Employee Stock Ownership Plan grew sharply - up 21.8% during 2023, from $47M to $57M. Reported net income was $11M.
How have Van Horn Automotive Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Horn Automotive Group, Inc.'s sponsor-wide assets grew 20.2%, from $65M to $78M.
Where does Van Horn Automotive Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Van Horn Automotive Group, Inc. Employee Stock Ownership Plan ranks in the 87th 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 ESOP plans are similar in size to Van Horn Automotive Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Desco Industries, Inc. Employee Stock Ownership Plan in CA ($58M, 304 participants).
Which ESOP plans cover a similar participant headcount to Van Horn Automotive Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Touchpoint, Inc. Employee Stock Ownership Plan in PA (562 participants, $96M 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 464704899.

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.