ESOP · DOL Form 5500 · 2024
Horizon, Inc. ESOP
Data updated 2026-08-25
- $880K
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $15,172
- Avg per participant Low balance/head
Official DOL plan name: Horizon, Inc. Employee Stock Ownership Plan · Sponsored by Horizon, Inc. · Arizona · Construction
$880K in assets, 58 participants
Horizon, Inc.'s Horizon, Inc. Employee Stock Ownership Plan reported $880K in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,891 in Construction (9,039 peers)
What the 2024 filing shows
Horizon, Inc. Employee Stock Ownership Plan holds $880K for 58 participants - about $15,172 per participant, among the smaller plans by assets on file.
- #1,891
- in Construction (9,039 peers)
- -$59M
- reported net income
The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Horizon, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Horizon, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$880,000 22nd percentile higher than 22% 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
Horizon, Inc. Employee 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, Inc. Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 582319594 · Horizon, Inc. PY 2024 · ESOP
Horizon, Inc. Employee Stock Ownership Plan · $880K · 58 · 22nd
- EOY $880K
- 5500 58
- ASSETS 22nd
- PCT ESOP
- EIN near Ct3 Employee Stock Ownership Plan
- RANK ind #1891
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 Arizona →
Horizon, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$59M |
| Net Income | -$59M |
| Employer EIN | 582319594 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Horizon, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Ct3 Employee Stock Ownership Plan in CA ($882K); by covered participants it is Washington State Bancshares, Inc Employee Stock Ownership Plan in LA (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($880K here).
Similar participant headcount
Nearest other-state filings by covered participants (58 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.