ESOP · DOL Form 5500 · 2024
Team Horner Group, Inc. ESOP
Data updated 2026-08-11
- $184M
- Total assets
- 447
- Participants
- 94th
- Percentile by assets
- $411,175
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $184M
- total plan assets (2024 EOY)
- 447
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $411,175
- avg assets per participant
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.
Where Team Horner Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Team Horner Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Team Horner Employee Stock Ownership Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | -$20M |
| Employer EIN | 810710190 |
| Plan Effective Date | 2015-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Team Horner Group, Inc.)
| 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
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Team Horner Employee Stock Ownership Plan by total assets, not by location.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust (NC) $184M · 1,396
- Polaris Inc. Employee Stock Ownership Plan (MN) $183M · 9,360
- Dcs Corporation Restated Employee Stock Ownership Plan (VA) $185M · 2,038
- David Clark Employee Stock Ownership Plan (MA) $183M · 236
Frequently Asked Questions
How did Team Horner Employee Stock Ownership Plan assets move in 2024? ▼
How have Team Horner Group, Inc. plan assets changed over time? ▼
Where does Team Horner Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Team Horner Employee Stock Ownership Plan? ▼
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Scale reading
Ways to act on Team Horner Employee Stock Ownership Plan's numbers.
- By total assets, Team Horner Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Team Horner Group, Inc.'s sponsor-wide assets have declined 9.2% since 2022 across 3 plan years on file. More Wholesale Trade plans