Back to filter
Original filing (PDF)20251010160744NAL0004778579001
D.R. HORTON, INC.
Form 5500
FILING_RECEIVED
D.R. HORTON, INC. PROFIT SHARING PLUS PLAN
401(k) retirement plan
Active participants
14,645
Accounts w/ balance
15,782
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
24 pooled trusts
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 57% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D.R. HORTON, INC..
Plan sponsor
Name
D.R. HORTON, INC.
EIN
75-2386963
Address
1341 HORTON CIRCLE · ARLINGTON, TX · 76011
Phone
(817) 390-8200
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $517K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $80K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITLEY PENN LLP | — | FORT WORTH, TX | AUDITOR | $26K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $487K | — |
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | CONSULTING | $3K | — |
Investments
27 direct securities · 24 pooled funds· $1.1B(81% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.1B
22 holdings
Pooled Separate Account
$66.1M
2 holdings
Uncategorized
$17.5M
27 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $124.8M | 8.8% | |
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $121.2M | 8.6% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $120.1M | 8.5% | |
| GREAT GRAY T. ROWE PRICE RET 2045 T GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $101.5M | 7.2% | |
| GREAT GRAY T. ROWE PRICE RET 2030 T GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $94.5M | 6.7% | |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $72.8M | 5.1% | |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $66.7M | 4.7% | |
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $59.9M | 4.2% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $49.9M | 3.5% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $48.9M | 3.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $43.2M | 3.1% | |
| BLACKROCK U.S. DEBT INDEX CL 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $39.0M | $42.2M | 3.0% | |
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $36.8M | 2.6% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $27.5M | $29.8M | 2.1% | |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $22.8M | 1.6% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $20.9M | 1.5% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $17.5M | 1.2% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $17.2M | 1.2% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $16.1M | 1.1% | |
| GREAT GRAY T. ROWE PRICE RET 2015 T GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $10.7M | 0.8% | |
| GREAT GRAY T. ROWE PRICE RET 2065 T GREAT GRAY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | $3.3M | $8.7M | 0.6% | |
| TRP US LTD DUR INFL FOC BOND TRUST | — | — | — | $3.5M | 0.2% | |
| TRP BOND TRUST I | — | — | — | $2.7M | 0.2% | |
| TRP GROWTH STOCK TRUST | — | — | — | $1.0M | <0.1% | |
| TRP INTERNATIONAL BOND TRUST | — | — | — | $993K | <0.1% | |
| TRP US VALUE EQUITY TRUST | — | — | — | $993K | <0.1% | |
| TRP HEDGED EQUITY TRUST | — | — | — | $737K | <0.1% | |
| TRP US LARGE-CAP CORE TRUST | — | — | — | $702K | <0.1% | |
| TRP EQUITY INDEX TRUST | — | — | — | $638K | <0.1% | |
| TRP EMERGING MARKETS BOND TRUST | — | — | — | $636K | <0.1% | |
| TRP DYNAMIC GLOBAL BOND TRUST | — | — | — | $630K | <0.1% | |
| TRP HIGH YIELD TRUST | — | — | — | $605K | <0.1% | |
| TRP US TREASURY LONG-TERM INDEX TR | — | — | — | $514K | <0.1% | |
| TRP INTERNATIONAL CORE EQ TRUST | — | — | — | $491K | <0.1% | |
| TRP INTERNATIONAL VALUE EQ TRUST | — | — | — | $471K | <0.1% | |
| TRP REAL ASSETS TRUST I | — | — | — | $445K | <0.1% | |
| TRP INTERNATIONAL GROWTH EQ TRUST | — | — | — | $426K | <0.1% | |
| GREAT GRAY T. ROWE PRICE RET 2005 T GREAT GRAY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $400K | <0.1% | |
| TRP US TREASURY MM TRUST | — | — | — | $303K | <0.1% | |
| GREAT GRAY T. ROWE PRICE RET 2010 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $292K | <0.1% | |
| TRP DYNAMIC CREDIT TRUST | — | — | — | $271K | <0.1% | |
| TRP US MID-CAP GROWTH EQUITY TRUST | — | — | — | $252K | <0.1% | |
| TRP US MID-CAP VALUE EQUITY TRUST | — | — | — | $232K | <0.1% | |
| TRP FLOATING RATE TRUST | — | — | — | $203K | <0.1% | |
| TRP EMERGING MKTS DISC STOCK TRUST | — | — | — | $176K | <0.1% | |
| TRP EMERGING MKTS EQ TRUST | — | — | — | $156K | <0.1% | |
| TRP US SMALL-CAP VALUE EQ TRUST | — | — | — | $144K | <0.1% | |
| TRP US SMALL-CAP CORE EQUITY TRUST | — | — | — | $127K | <0.1% | |
| TRP NEW HORIZONS TRUST | — | — | — | $109K | <0.1% | |
| TRP STRUCTURED RESEARCH COMMON TR | — | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $0 | <0.1% |