ESOP · DOL Form 5500 · 2023

Team Horner Group, Inc. ESOP

Data updated 2026-08-25

$205M
Total assets Near avg plan size
471
Participants Below avg headcount
95th
Percentile by assets National rank
$434,715
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,062
in Wholesale Trade (6,309 peers)
-5.7%
assets change YoY
2.1×
vs typical plan assets (national mean)

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.

Team Horner Employee Stock Ownership Plan's outsized position by total assets

Team Horner Employee Stock Ownership Plan vs every filed plan by assets

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

$204,750,727 Top 5% higher than 95% 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

Team Horner 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. Team Horner Employee Stock Ownership Plan sits mid-pack in the medium band (471 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810710190 · Team Horner Group, Inc. PY 2023 · ESOP

Team Horner Employee Stock Ownership Plan · $205M · 471 · 95th

  • PCT $205M
  • PCT 471
  • PCT 95th
  • PCT ESOP
  • PCT near Hb Global Employee Stock Ownership Plan
  • PCT ind #6062

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 Florida →

Team Horner Employee Stock Ownership Plan in the asset neighbourhood

Hb Global Employee Stock Ownership PlanHb Global Employee Stock Own…$205MTeam Horner Employee Stock Ownership PlanTeam Horner Employee Stock O…$205MDwh Owners Plan$204MPacific Industrial Corp. Employee Stock Ownership PlanPacific Industrial Corp. Emp…$204MJames a. Scott & Son, Incorporated Employee Stock Ownership PlanJames a. Scott & Son, Incorp…$204M
End-of-year total assets ($M) among Team Horner 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)$217M
Net Assets (End of Year)$164M
Net Income-$11M
Employer EIN810710190
Plan Effective Date2015-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Team Horner Group, Inc.)

Sponsor-wide plan assets over time

All Team Horner Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221M 9.236201784045322% vs 2022
2024 filing year
$210M$220M$230M$240M$250M 202220232024 $243M $221M ▼ -9.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Team Horner Employee Stock Ownership Plan, Total assets ($B): 0.204750727 · Participants: 471Team Horner Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Team Horner Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Team Horner Employee Stock Ownership Plan side-by-side with 3 peers →

Team Horner Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Hb Global Employee Stock Ownership Plan in PA ($205M); by covered participants it is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA (471 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($205M here).

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Team Horner Employee Stock Ownership Plan assets move in 2023? ▼
Team Horner Employee Stock Ownership Plan pulled back noticeably - down 5.7% during 2023, from $217M to $205M. Reported net income was -$11M.
How have Team Horner Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Team Horner Group, Inc.'s sponsor-wide assets declined 9.2%, from $243M to $221M.
Where does Team Horner Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Team Horner Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Team Horner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hb Global Employee Stock Ownership Plan in PA ($205M, 1,404 participants).
Which ESOP plans cover a similar participant headcount to Team Horner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA (471 participants, $9K 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 810710190.

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.