ESOP · DOL Form 5500 · 2024

Horner & Shifrin, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
123
Participants Small participant base
71st
Percentile by assets National rank
$164,854
Avg per participant Above avg balance/head
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Official DOL plan name: Horner & Shifrin, Inc. Employee Stock Ownership Plan · Sponsored by Horner & Shifrin, Inc. · Missouri · Professional & Technical Services

$20M in assets, 123 participants

Horner & Shifrin, Inc.'s Horner & Shifrin, Inc. Employee Stock Ownership Plan reported $20M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,085 in Professional & Technical Services (20,173 peers)

Coverage in Missouri

Horner & Shifrin, Inc. Employee Stock Ownership Plan covers 123 participants in Missouri, about 17% of the average Missouri filer (state average ~737 per filing). Assets: $20M.

#14,085
in Professional & Technical Services (20,173 peers)
+37.2%
assets growth YoY

Horner & Shifrin, Inc. Employee Stock Ownership Plan's outsized position by total assets

Horner & Shifrin, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,277,059 Top 29% higher than 71% 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, Inc. Employee Stock Ownership 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, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Horner & Shifrin, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Horner & Shifrin, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Horner & Shifrin, Inc. Employee Stock Ownership Plan reported participants rose from 98 in the plan year 2023 filing to 123 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 · ESOP

Horner & Shifrin, Inc. Employee Stock Ownership Plan · $20M · 123 · 71st

  • 5500 $20M
  • 5500 123
  • 5500 71st
  • 5500 ESOP
  • 5500 near G.a.P. Holding Company, Inc. Employee Stock Ownership Plan
  • 5500 ind #14085

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 Missouri →

Horner & Shifrin, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lamp Rynearson ESOP$20ML & H Company, Inc. Employee Stock Ownership Plan and TrustL & H Company, Inc. Employee…$20MG.a.P. Holding Company, Inc. Employee Stock Ownership PlanG.a.P. Holding Company, Inc.…$20MHorner & Shifrin, Inc. Employee Stock Ownership PlanHorner & Shifrin, Inc. Emplo…$20MAlpine Snowguards Employee Stock Ownership PlanAlpine Snowguards Employee S…$20M
End-of-year total assets ($M) among Horner & Shifrin, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$6M
Employer EIN430861661
Plan Effective Date1987-07-01
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 ESOP Plans in Missouri

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

Horner & Shifrin, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Horner & Shifrin, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020277059 · Participants: 123Horner & Shifrin, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Horner & Shifrin, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Horner & Shifrin, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Horner & Shifrin, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is G.a.P. Holding Company, Inc. Employee Stock Ownership Plan in PA ($20M); by covered participants it is Pems Employee Stock Ownership Plan in MI (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Horner & Shifrin, Inc. Employee Stock Ownership Plan surged - up 37.2% during 2024, from $15M to $20M. Reported net income was $6M.
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 ESOP plans are similar in size to Horner & Shifrin, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is G.a.P. Holding Company, Inc. Employee Stock Ownership Plan in PA ($20M, 167 participants).
Which ESOP plans cover a similar participant headcount to Horner & Shifrin, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pems Employee Stock Ownership Plan in MI (123 participants, $40M 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.