ESOP · DOL Form 5500 · 2024

Horizon Group, Inc ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
46
Participants Small participant base
35th
Percentile by assets National rank
$70,415
Avg per participant Below avg balance/head
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Official DOL plan name: The Horizon Group, Inc. Employee Stock Ownership Plan · Sponsored by Horizon Group, Inc · Iowa · Manufacturing

$3M in assets, 46 participants

Horizon Group, Inc's The Horizon Group, Inc. Employee Stock Ownership Plan reported $3M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,286 in Manufacturing (17,777 peers)

Horizon Group, Inc multi-year trail

Horizon Group, Inc's plans moved +26.3% in assets from 2022 to 2024; this filing shows The Horizon Group, Inc. Employee Stock Ownership Plan at $3M / 46 participants.

#3,286
in Manufacturing (17,777 peers)
+4.3%
assets growth YoY

The plan reported a net loss of $149K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Horizon Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

The Horizon Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,239,108 35th percentile higher than 35% 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

The Horizon Group, 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. The Horizon Group, Inc. Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Horizon Group, Inc. Employee Stock Ownership Plan reported net income fell from $497K in the plan year 2023 filing to -$149K in the plan year 2024 filing.
  • The Horizon Group, Inc. Employee Stock Ownership Plan reported participants rose from 42 in the plan year 2023 filing to 46 in the plan year 2024 filing.
  • The Horizon Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 421249538 · Horizon Group, Inc PY 2024 · ESOP

The Horizon Group, Inc. Employee Stock Ownership Plan · $3M · 46 · 35th

  • EBSA $3M
  • EBSA 46
  • EBSA 35th
  • EBSA ESOP
  • EBSA near F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan
  • EBSA ind #3286

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 Iowa →

The Horizon Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Horizon Group, Inc. Employee Stock Ownership PlanThe Horizon Group, Inc. Empl…$3MF & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership PlanF & S Mechanical and Plumbin…$3MRobert Clapper Construction Services, Inc. ESOPRobert Clapper Construction …$3MHayden Machinery, LLC Employee Stock Ownership PlanHayden Machinery, LLC Employ…$3MElectro-Term, Inc. Employee Stock Ownership PlanElectro-Term, Inc. Employee …$3M
End-of-year total assets ($M) among The Horizon Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Horizon Group, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Horizon Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.313269080408446% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.56M $3.24M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 42 $3M
2023 1 42 $3M
2024 1 46 $3M

Horizon Group, Inc filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$149K
Employer EIN421249538
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

The Horizon Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants The Horizon Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.239108 · Participants: 46The Horizon Group, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
The Horizon Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare The Horizon Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Horizon Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan in GA ($3M); by covered participants it is Admix, Inc. Employee Stock Ownership Plan in NH (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 The Horizon Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
The Horizon Group, Inc. Employee Stock Ownership Plan edged up modestly - up 4.3% during 2024, from $3M to $3M. Reported net income was -$149K.
How have Horizon Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizon Group, Inc's sponsor-wide assets grew 26.3%, from $3M to $3M.
Which ESOP plans are similar in size to The Horizon Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is F & S Mechanical and Plumbing Services, Inc. Employee Stock Ownership Plan in GA ($3M, 51 participants).
Which ESOP plans cover a similar participant headcount to The Horizon Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Admix, Inc. Employee Stock Ownership Plan in NH (46 participants, $6M 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 421249538.

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.