401(k) · DOL Form 5500 · 2023

Horizon Management, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
312
Participants Below avg headcount
31st
Percentile by assets National rank
$6,984
Avg per participant Low balance/head
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Official DOL plan name: Horizon Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Horizon Management, Inc. · Ohio · Professional & Technical Services

$2M in assets, 312 participants

Horizon Management, Inc.'s Horizon Management, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,598 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Horizon Management, Inc. 401(k) Profit Sharing Plan covers 312 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#5,598
in Professional & Technical Services (20,321 peers)
+8.3%
assets growth YoY

Horizon Management, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Horizon Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,179,147 31st percentile higher than 31% 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

Horizon Management, Inc. 401(k) Profit Sharing 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. Horizon Management, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Horizon Management, Inc. 401(k) Profit Sharing Plan reported net income rose from -$163K in the plan year 2022 filing to $168K in the plan year 2023 filing.
  • Horizon Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Horizon Management, Inc. 401(k) Profit Sharing Plan reported participants rose from 301 in the plan year 2022 filing to 312 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341908108 · Horizon Management, Inc. PY 2023 · 401(k)

Horizon Management, Inc. 401(k) Profit Sharing Plan · $2M · 312 · 31st

  • PART $2M
  • TYPE 312
  • NET 31st
  • BOOK 401(k)
  • VS-ST near H & H Drug Stores Inc. 401(k) Plan
  • BOY ind #5598

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Horizon Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Horizon Management, Inc. 401(k) Profit Sharing PlanHorizon Management, Inc. 401…$2MH & H Drug Stores Inc. 401(k) PlanH & H Drug Stores Inc. 401(k…$2MTribute Home Care, LLC 401(k) Profit Sharing Plan & TrustTribute Home Care, LLC 401(k…$2MMark J. Katz,D.D.S.,M.S.D.,P.a. 401(k) Profit Sharing PlanMark J. Katz,D.D.S.,M.S.D.,P…$2MHoyt Dental 401(k) Profit Sharing PlanHoyt Dental 401(k) Profit Sh…$2M
End-of-year total assets ($M) among Horizon Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$168K
Employer EIN341908108
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horizon Management, Inc.)

Sponsor-wide plan assets over time

All Horizon Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.881358299823574% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2.01M $2.41M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 301 $2M
2023 1 312 $2M
2024 1 266 $2M

Nearby 401(k) Plans in Ohio

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

Horizon Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Horizon Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002179147 · Participants: 312Horizon Management, Inc. 401(k) Profit Sharing 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
Horizon Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Horizon Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Horizon Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is H & H Drug Stores Inc. 401(k) Plan in CA ($2M); by covered participants it is Power Auto Inc. 401(k) Plan in OR (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Horizon Management, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Horizon Management, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.3% during 2023, from $2M to $2M. Reported net income was $168K.
How have Horizon Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizon Management, Inc.'s sponsor-wide assets grew 19.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Horizon Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is H & H Drug Stores Inc. 401(k) Plan in CA ($2M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Horizon Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Power Auto Inc. 401(k) Plan in OR (312 participants, $6M 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 341908108.

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.