ESOP · DOL Form 5500 · 2023
Team Horner Group, Inc. ESOP
Data updated 2026-08-11
- $205M
- Total assets
- 471
- Participants
- 95th
- Percentile by assets
- $434,715
- Avg per participant
Official DOL plan name: Team Horner Employee Stock Ownership Plan · Sponsored by Team Horner Group, Inc. · Florida · Wholesale Trade
$205M in assets, 471 participants
Team Horner Group, Inc.'s Team Horner Employee Stock Ownership Plan reported $205M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #6,062 in Wholesale Trade (6,309 peers)
Where Team Horner Employee Stock Ownership Plan sits by assets
Team Horner Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $205M for 471 participants (~$434,715/participant), down 5.7% in 2023.
- $205M
- total plan assets (2023 EOY)
- 471
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $434,715
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Team Horner Employee Stock Ownership Plan reported net income rose from -$17M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Team Horner Employee Stock Ownership Plan end-of-year assets fell from $217M in the plan year 2022 filing to $205M in the plan year 2023 filing.
- Team Horner Employee Stock Ownership Plan reported participants rose from 448 in the plan year 2022 filing to 471 in the plan year 2023 filing.
Team Horner Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Team Horner Employee Stock Ownership Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $217M |
|---|---|
| Net Assets (End of Year) | $164M |
| Net Income | -$11M |
| Employer EIN | 810710190 |
| Plan Effective Date | 2015-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Team Horner Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,030 | $243M |
| 2023 | 2 | 1,019 | $237M |
| 2024 | 2 | 989 | $221M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
Team Horner Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Team Horner Employee Stock Ownership Plan by total assets, not by location.
- Hb Global Employee Stock Ownership Plan (PA) $205M · 1,404
- Dwh Owners Plan (TX) $204M · 1,717
- Pacific Industrial Corp. Employee Stock Ownership Plan (OR) $204M · 71
- James a. Scott & Son, Incorporated Employee Stock Ownership Plan (VA) $204M · 376
Frequently Asked Questions
How did Team Horner Employee Stock Ownership Plan assets move in 2023? ▼
How have Team Horner Group, Inc. plan assets changed over time? ▼
Where does Team Horner Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Team Horner Employee Stock Ownership Plan? ▼
Next read for Team Horner Employee Stock Ownership Pla…
Scale reading
Ways to act on Team Horner Employee Stock Ownership Plan's numbers.
- By total assets, Team Horner Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Team Horner Group, Inc.'s sponsor-wide assets have declined 9.2% since 2022 across 3 plan years on file. More Wholesale Trade plans