401(k) · DOL Form 5500 · 2024

Horner & Shifrin, Inc 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
160
Participants Small participant base
66th
Percentile by assets National rank
$102,045
Avg per participant Below avg balance/head
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Official DOL plan name: Horner & Shifrin 401(k) Plan · Sponsored by Horner & Shifrin, Inc · Missouri · Professional & Technical Services

$16M in assets, 160 participants

Horner & Shifrin, Inc's Horner & Shifrin 401(k) Plan reported $16M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,168 in Professional & Technical Services (20,173 peers)

Coverage in Missouri

Horner & Shifrin 401(k) Plan covers 160 participants in Missouri, about 22% of the average Missouri filer (state average ~737 per filing). Assets: $16M.

#13,168
in Professional & Technical Services (20,173 peers)
+21.8%
assets growth YoY

Horner & Shifrin 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Horner & Shifrin 401(k) Plan vs every filed plan by assets

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

$16,327,230 Top 34% higher than 66% 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

Horner & Shifrin 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Horner & Shifrin 401(k) Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Horner & Shifrin 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Horner & Shifrin 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Horner & Shifrin 401(k) Plan reported participants rose from 137 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 430861661 · Horner & Shifrin, Inc PY 2024 · 401(k)

Horner & Shifrin 401(k) Plan · $16M · 160 · 66th

  • EIN $16M
  • RANK 160
  • PHOTO 66th
  • IND 401(k)
  • EOY near Regent Bank 401(k) Plan
  • 5500 ind #13168

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 Professional & Technical Services retirement plans → · Plans in Missouri →

Horner & Shifrin 401(k) Plan in the asset neighbourhood

Horner & Shifrin 401(k) Plan$16MRegent Bank 401(k) Plan$16MAlisal Employees Retirement Savings PlanAlisal Employees Retirement …$16MInit Innovations in Transportation, Inc. 401(k) Profit Sharing PlanInit Innovations in Transpor…$16MFlatiron Non-Union Hourly Employees' 401(k) PlanFlatiron Non-Union Hourly Em…$16M
End-of-year total assets ($M) among Horner & Shifrin 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN430861661
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horner & Shifrin, Inc)

Sponsor-wide plan assets over time

All Horner & Shifrin, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$37M 56.59503126571115% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $23.4M $36.6M ▲ +56.5%
Year Plans Participants Total Assets
2022 2 220 $23M
2023 2 235 $28M
2024 2 283 $37M

Nearby 401(k) Plans in Missouri

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

Horner & Shifrin 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Horner & Shifrin 401(k) Plan, Total assets ($B): 0.01632723 · Participants: 160Horner & Shifrin 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Horner & Shifrin 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Horner & Shifrin 401(k) Plan side-by-side with 3 peers →

Horner & Shifrin 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Regent Bank 401(k) Plan in OK ($16M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Horner & Shifrin 401(k) Plan assets move in 2024? ▼
Horner & Shifrin 401(k) Plan grew sharply - up 21.8% during 2024, from $13M to $16M. Reported net income was $3M.
How have Horner & Shifrin, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horner & Shifrin, Inc's sponsor-wide assets grew 56.6%, from $23M to $37M.
Which 401(k) plans are similar in size to Horner & Shifrin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regent Bank 401(k) Plan in OK ($16M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Horner & Shifrin 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 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 430861661.

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.