ESOP · DOL Form 5500 · 2024
Horner & Shifrin, Inc. ESOP
Data updated 2026-07-24
- $20M
- Total assets
- 123
- Participants
- 71st
- Percentile by assets
- $164,854
- Avg per participant
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.
- 71st percentile by assets (of 116,472 plans)
Coverage in Missouri
Horner & Shifrin, Inc. Employee Stock Ownership Plan covers 123 participants in Missouri, about 16% of the average Missouri filer (state average ~756 per filing). Assets: $20M.
- $20M
- total plan assets (2024 EOY)
- 123
- covered participants
- 71st
- percentile by assets (of 116,472 plans)
- $164,854
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 756 participants across 2,155 plans. Horner & Shifrin, Inc. Employee Stock Ownership Plan reports 123 participants - about 16% of that state average ($20M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $6M |
| Employer EIN | 430861661 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Horner & Shifrin, Inc.)
| 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
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Horner & Shifrin, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Horner & Shifrin, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Horner & Shifrin, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Horner & Shifrin, Inc. Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Horner & Shifrin, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Horner & Shifrin, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
- Horner & Shifrin, Inc.'s sponsor-wide assets have grown 56.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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.