ESOP · DOL Form 5500 · 2023

Horizon Group, Inc ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
42
Participants Small participant base
36th
Percentile by assets National rank
$73,917
Avg per participant Below avg balance/head
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Official DOL plan name: The Horizon Group, Inc. Employee Stock Ownership Plan · Sponsored by Horizon Group, Inc · Iowa · Manufacturing

$3M in assets, 42 participants

Horizon Group, Inc's The Horizon Group, Inc. Employee Stock Ownership Plan reported $3M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,669 in Manufacturing (18,722 peers)

Horizon Group, Inc multi-year trail

Horizon Group, Inc's plans moved +26.3% in assets from 2022 to 2024; this filing shows The Horizon Group, Inc. Employee Stock Ownership Plan at $3M / 42 participants.

#3,669
in Manufacturing (18,722 peers)
+21.1%
assets growth YoY

The Horizon Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

The Horizon Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,104,529 36th percentile higher than 36% 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

The Horizon Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Horizon Group, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Horizon Group, Inc. Employee Stock Ownership Plan reported net income rose from -$207K in the plan year 2022 filing to $497K in the plan year 2023 filing.
  • The Horizon Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421249538 · Horizon Group, Inc PY 2023 · ESOP

The Horizon Group, Inc. Employee Stock Ownership Plan · $3M · 42 · 36th

  • NET $3M
  • BOOK 42
  • VS-ST 36th
  • BOY ESOP
  • SCH near Swearingin Bros Farms, Inc. Employee Stock Ownership Plan
  • EBSA ind #3669

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 Iowa →

The Horizon Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Horizon Group, Inc. Employee Stock Ownership PlanThe Horizon Group, Inc. Empl…$3MSwearingin Bros Farms, Inc. Employee Stock Ownership PlanSwearingin Bros Farms, Inc. …$3MApplewood Seed Company Employee Stock Ownership PlanApplewood Seed Company Emplo…$3MSpw Construction, Inc. Employee Stock Ownership PlanSpw Construction, Inc. Emplo…$3MPillar Group Holdings, Inc. Employee Stock Ownership PlanPillar Group Holdings, Inc. …$3M
End-of-year total assets ($M) among The Horizon Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Horizon Group, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Horizon Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.313269080408446% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.56M $3.24M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 42 $3M
2023 1 42 $3M
2024 1 46 $3M

Horizon Group, Inc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$497K
Employer EIN421249538
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

The Horizon Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants The Horizon Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.104529 · Participants: 42The Horizon Group, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
The Horizon Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare The Horizon Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Swearingin Bros Farms, Inc. Employee Stock Ownership Plan in MO ($3M); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 The Horizon Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Horizon Group, Inc. Employee Stock Ownership Plan grew sharply - up 21.1% during 2023, from $3M to $3M. Reported net income was $497K.
How have Horizon Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizon Group, Inc's sponsor-wide assets grew 26.3%, from $3M to $3M.
Which ESOP plans are similar in size to The Horizon Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Swearingin Bros Farms, Inc. Employee Stock Ownership Plan in MO ($3M, 2 participants).
Which ESOP plans cover a similar participant headcount to The Horizon Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M 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 421249538.

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.