401(k) · DOL Form 5500 · 2024

Horwitz, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 76
Participants Small participant base: 65th
Percentile by assets National rank: $205,985
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Horwitz, LLC 401(k) Plan · Sponsored by Horwitz, LLC · Minnesota · Construction

$16M in assets, 76 participants

Horwitz, LLC's Horwitz, LLC 401(k) Plan reported $16M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

#5,798 in Construction (9,039 peers)

Horwitz, LLC multi-year trail

Horwitz, LLC's plans moved +41.1% in assets from 2022 to 2024; this filing shows Horwitz, LLC 401(k) Plan at $16M / 76 participants.

#5,798
in Construction (9,039 peers): +18.1%
assets growth YoY

Horwitz, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Horwitz, LLC 401(k) Plan vs every filed plan by assets

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

$15,654,876 Top 35% higher than 65% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Horwitz, LLC 401(k) 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. Horwitz, LLC 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Horwitz, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Horwitz, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Horwitz, LLC 401(k) Plan reported participants fell from 83 in the plan year 2023 filing to 76 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411381856 · Horwitz, LLC PY 2024 · 401(k)

Horwitz, LLC 401(k) Plan · $16M · 76 · 65th

RANK $16M
PHOTO 76
IND 65th
EOY 401(k)
5500 near Vacation Innovations, LLC 401(k) Plan
ASSETS ind #5798

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 Construction retirement plans → · Plans in Minnesota →

End-of-year total assets ($M) among Horwitz, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Horwitz, LLC multi-year asset trail

Latest sponsor-wide plan assets: $16M 41.12017584677734% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	84	$11M
2023	1	83	$13M
2024	1	76	$16M

Horwitz, LLC filing trail (2024)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$16M
Net Income	$2M
Employer EIN	411381856
Plan Effective Date	1976-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Horwitz, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Horwitz, LLC 401(k) Plan side-by-side with 3 peers →

Horwitz, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Vacation Innovations, LLC 401(k) Plan in FL ($16M); by covered participants it is Maxalea, Inc. 401(k) Plan in MD (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Vacation Innovations, LLC 401(k) Plan (FL) $16M · 239
Windigo Logistics Fountain Union Employees 401(k) Plan (CO) $16M · 599
Arborgen 401(k) Profit Sharing Plan (SC) $16M · 110
The Debt Exchange 401(k) Retirement Plan (MA) $16M · 19

Similar participant headcount

Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.

Maxalea, Inc. 401(k) Plan (MD) 76 · 0 off
Conceptions Reproductive Associates 401(k) Plan (CO) 76 · 0 off
Generations Bank 401(k) Plan (NY) 76 · 0 off
Ursuline Academy Dedham 401(k) Plan (MA) 76 · 0 off

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 Horwitz, LLC 401(k) Plan assets move in 2024? ▼

Horwitz, LLC 401(k) Plan grew sharply - up 18.1% during 2024, from $13M to $16M. Reported net income was $2M.

How have Horwitz, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Horwitz, LLC's sponsor-wide assets grew 41.1%, from $11M to $16M.

Which 401(k) plans are similar in size to Horwitz, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vacation Innovations, LLC 401(k) Plan in FL ($16M, 239 participants).

Which 401(k) plans cover a similar participant headcount to Horwitz, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Maxalea, Inc. 401(k) Plan in MD (76 participants, N/A 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 411381856.