ESOP · DOL Form 5500 · 2024

Horizon Bankshares, Inc. ESOP

Data updated 2026-08-25

$704K
Total assets Small plan by assets
52
Participants Small participant base
20th
Percentile by assets National rank
$13,529
Avg per participant Low balance/head
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Official DOL plan name: Horizon Bankshares, Inc. Empolyee Stock Ownership Plan · Sponsored by Horizon Bankshares, Inc. · Texas · Management of Enterprises

$704K in assets, 52 participants

Horizon Bankshares, Inc.'s Horizon Bankshares, Inc. Empolyee Stock Ownership Plan reported $704K in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #157 in Management of Enterprises (1,133 peers)

Horizon Bankshares, Inc. multi-year trail

Horizon Bankshares, Inc.'s plans moved +49.2% in assets from 2022 to 2024; this filing shows Horizon Bankshares, Inc. Empolyee Stock Ownership Plan at $704K / 52 participants.

#157
in Management of Enterprises (1,133 peers)
+19.7%
assets growth YoY

Horizon Bankshares, Inc. Empolyee Stock Ownership Plan among the smaller filed plans by assets

Horizon Bankshares, Inc. Empolyee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$703,519 20th percentile higher than 20% of 123,620 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 2024

Horizon Bankshares, Inc. Empolyee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Horizon Bankshares, Inc. Empolyee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Horizon Bankshares, Inc. Empolyee Stock Ownership Plan reported participants rose from 41 in the plan year 2023 filing to 52 in the plan year 2024 filing.
  • Horizon Bankshares, Inc. Empolyee Stock Ownership Plan end-of-year assets rose from $588K in the plan year 2023 filing to $704K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752007584 · Horizon Bankshares, Inc. PY 2024 · ESOP

Horizon Bankshares, Inc. Empolyee Stock Ownership Plan · $704K · 52 · 20th

  • ASSETS $704K
  • PCT 52
  • EIN 20th
  • RANK ESOP
  • PHOTO near Rothschild North America Inc. Employee Stock Ownership Plan
  • IND ind #157

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 Texas →

Horizon Bankshares, Inc. Empolyee Stock Ownership Plan in the asset neighbourhood

Horizon Bankshares, Inc. Empolyee Stock Ownership PlanHorizon Bankshares, Inc. Emp…$704KRothschild North America Inc. Employee Stock Ownership PlanRothschild North America Inc…$704KBirns and Sawyer, Inc. Employee Stock Ownership PlanBirns and Sawyer, Inc. Emplo…$704KPps Administrative Services Inc Employee Stock Ownership and Profit Sharing PlanPps Administrative Services …$702KLda Architecture & Interiors Employee Stock Ownership PlanLda Architecture & Interiors…$705K
End-of-year total assets ($M) among Horizon Bankshares, Inc. Empolyee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Horizon Bankshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$704K 49.181485455463054% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.47M $0.7M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 41 $472K
2023 1 41 $588K
2024 1 52 $704K

Horizon Bankshares, Inc. filing trail (2024)

Total Assets (Beginning of Year)$588K
Net Assets (End of Year)$704K
Net Income$117K
Employer EIN752007584
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Horizon Bankshares, Inc. Empolyee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Horizon Bankshares, Inc. Empolyee Stock Ownership Plan, Total assets ($B): 0.000703519 · Participants: 52Horizon Bankshares, Inc. Empolyee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Horizon Bankshares, Inc. Empolyee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Horizon Bankshares, Inc. Empolyee Stock Ownership Plan side-by-side with 3 peers →

Horizon Bankshares, Inc. Empolyee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Rothschild North America Inc. Employee Stock Ownership Plan in NY ($704K); by covered participants it is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Horizon Bankshares, Inc. Empolyee Stock Ownership Plan assets move in 2024? ▼
Horizon Bankshares, Inc. Empolyee Stock Ownership Plan grew sharply - up 19.7% during 2024, from $588K to $704K. Reported net income was $117K.
How have Horizon Bankshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizon Bankshares, Inc.'s sponsor-wide assets grew 49.2%, from $472K to $704K.
Where does Horizon Bankshares, Inc. Empolyee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Horizon Bankshares, Inc. Empolyee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Horizon Bankshares, Inc. Empolyee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rothschild North America Inc. Employee Stock Ownership Plan in NY ($704K, 2 participants).
Which ESOP plans cover a similar participant headcount to Horizon Bankshares, Inc. Empolyee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants, $820K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752007584.

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.