Profit Sharing · DOL Form 5500 · 2023

Horne LLP Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
189
Participants Below avg headcount
44th
Percentile by assets National rank
$25,613
Avg per participant Low balance/head
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Official DOL plan name: Horne LLP Puerto Rico Employees Profit Sharing Plan · Sponsored by Horne LLP · Mississippi · Professional & Technical Services

$5M in assets, 189 participants

Horne LLP's Horne LLP Puerto Rico Employees Profit Sharing Plan reported $5M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,433 in Professional & Technical Services (20,321 peers)

Horne LLP multi-year trail

Horne LLP's plans moved +35.0% in assets from 2022 to 2024; this filing shows Horne LLP Puerto Rico Employees Profit Sharing Plan at $5M / 189 participants.

#8,433
in Professional & Technical Services (20,321 peers)
+57.5%
assets growth YoY

Horne LLP Puerto Rico Employees Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Horne LLP Puerto Rico Employees Profit Sharing Plan vs every filed plan by assets

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

$4,840,872 44th percentile higher than 44% 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

Horne LLP Puerto Rico Employees 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. Horne LLP Puerto Rico Employees Profit Sharing Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Horne LLP Puerto Rico Employees Profit Sharing Plan reported net income rose from $739K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Horne LLP Puerto Rico Employees Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Horne LLP Puerto Rico Employees Profit Sharing Plan reported participants rose from 153 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201941244 · Horne LLP PY 2023 · Profit Sharing

Horne LLP Puerto Rico Employees Profit Sharing Plan · $5M · 189 · 44th

  • RANK $5M
  • RANK 189
  • RANK 44th
  • RANK Profit Sharing
  • RANK near Profit Sharing Plan
  • RANK ind #8433

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 Mississippi →

Horne LLP Puerto Rico Employees Profit Sharing Plan in the asset neighbourhood

Norm Wallace Agency, Inc Profit Sharing PlanNorm Wallace Agency, Inc Pro…$5MHorne LLP Puerto Rico Employees Profit Sharing PlanHorne LLP Puerto Rico Employ…$5MProfit Sharing Plan$5MConsultants in Cardio-Thoracic & Vascular Surgery, P.a. Profit Sharing PlanConsultants in Cardio-Thorac…$5MCnc Resource 401(k) Plan$5M
End-of-year total assets ($M) among Horne LLP Puerto Rico Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Horne LLP multi-year asset trail

Sponsor-wide plan assets over time

All Horne LLP plans reported in each filing year

Latest sponsor-wide plan assets
$114M 34.99286702115123% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.5M $114M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 2,254 $85M
2023 2 2,028 $108M
2024 2 1,744 $114M

Horne LLP filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN201941244
Plan Effective Date2019-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

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

Horne LLP Puerto Rico Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Horne LLP Puerto Rico Employees Profit Sharing Plan, Total assets ($M): 4.840872 · Participants: 189Horne LLP Puerto Rico Employees Profit Sharing PlanNorth Mississippi Health Services Employer Savings Plan, Total assets ($M): 334.531613 · Participants: 7302North Mississippi Health Services Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 32.356191 · Participants: 1515Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 27.510915 · Participants: 332Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 20.038729 · Participants: 783Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 15.475196 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
Horne LLP Puerto Rico Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
Compare Horne LLP Puerto Rico Employees Profit Sharing Plan side-by-side with 3 peers →

Horne LLP Puerto Rico Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is Profit Sharing Plan in IL ($5M); by covered participants it is Westminster Village, Inc. 403(b) Plan in AZ (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Horne LLP Puerto Rico Employees Profit Sharing Plan assets move in 2023? ▼
Horne LLP Puerto Rico Employees Profit Sharing Plan surged - up 57.5% during 2023, from $3M to $5M. Reported net income was $2M.
How have Horne LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horne LLP's sponsor-wide assets grew 35.0%, from $85M to $114M.
Which Profit Sharing plans are similar in size to Horne LLP Puerto Rico Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan in IL ($5M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Horne LLP Puerto Rico Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Westminster Village, Inc. 403(b) Plan in AZ (189 participants, $4M 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 201941244.

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.