ESOP · DOL Form 5500 · 2024

Team Horner Group, Inc. ESOP

Data updated 2026-08-25

$184M
Total assets Near avg plan size
447
Participants Below avg headcount
94th
Percentile by assets National rank
$411,175
Avg per participant High balance/head
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Official DOL plan name: Team Horner Employee Stock Ownership Plan · Sponsored by Team Horner Group, Inc. · Florida · Wholesale Trade

$184M in assets, 447 participants

Team Horner Group, Inc.'s Team Horner Employee Stock Ownership Plan reported $184M in total assets and 447 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #5,795 in Wholesale Trade (6,080 peers)

Where Team Horner Employee Stock Ownership Plan sits by assets

Team Horner Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $184M for 447 participants (~$411,175/participant), down 10.2% in 2024.

#5,795
in Wholesale Trade (6,080 peers)
-10.2%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Team Horner Employee Stock Ownership Plan's outsized position by total assets

Team Horner Employee Stock Ownership Plan vs every filed plan by assets

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

$183,795,429 Top 6% higher than 94% 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

Team Horner 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. Team Horner Employee Stock Ownership Plan sits mid-pack in the medium band (447 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Team Horner Employee Stock Ownership Plan reported net income fell from -$11M in the plan year 2023 filing to -$20M in the plan year 2024 filing.
  • Team Horner Employee Stock Ownership Plan end-of-year assets fell from $205M in the plan year 2023 filing to $184M in the plan year 2024 filing.
  • Team Horner Employee Stock Ownership Plan reported participants fell from 471 in the plan year 2023 filing to 447 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810710190 · Team Horner Group, Inc. PY 2024 · ESOP

Team Horner Employee Stock Ownership Plan · $184M · 447 · 94th

  • IND $184M
  • EOY 447
  • 5500 94th
  • ASSETS ESOP
  • PCT near Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #5795

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 Florida →

Team Horner Employee Stock Ownership Plan in the asset neighbourhood

Dcs Corporation Restated Employee Stock Ownership PlanDcs Corporation Restated Emp…$185MColumbia Forest Products, Inc. Employee Stock Ownership Plan and TrustColumbia Forest Products, In…$184MTeam Horner Employee Stock Ownership PlanTeam Horner Employee Stock O…$184MPolaris Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock …$183MDavid Clark Employee Stock Ownership PlanDavid Clark Employee Stock O…$183M
End-of-year total assets ($M) among Team Horner Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$144M
Net Income-$20M
Employer EIN810710190
Plan Effective Date2015-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Team Horner Group, Inc.)

Sponsor-wide plan assets over time

All Team Horner Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221M 9.236201784045322% vs 2022
2024 filing year
$210M$220M$230M$240M$250M 202220232024 $243M $221M ▼ -9.2%
Year Plans Participants Total Assets
2022 2 1,030 $243M
2023 2 1,019 $237M
2024 2 989 $221M

Nearby ESOP Plans in Florida

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

Team Horner Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Team Horner Employee Stock Ownership Plan, Total assets ($B): 0.183795429 · Participants: 447Team Horner Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Team Horner Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Team Horner Employee Stock Ownership Plan side-by-side with 3 peers →

Team Horner Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust in NC ($184M); by covered participants it is Folience, Inc. Employee Stock Ownership Plan in IA (447 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (447 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 Team Horner Employee Stock Ownership Plan assets move in 2024? ▼
Team Horner Employee Stock Ownership Plan pulled back noticeably - down 10.2% during 2024, from $205M to $184M. Reported net income was -$20M.
How have Team Horner Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Team Horner Group, Inc.'s sponsor-wide assets declined 9.2%, from $243M to $221M.
Where does Team Horner Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Team Horner Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Team Horner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust in NC ($184M, 1,396 participants).
Which ESOP plans cover a similar participant headcount to Team Horner Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Folience, Inc. Employee Stock Ownership Plan in IA (447 participants, $43M 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 810710190.

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.