Other · DOL Form 5500 · 2022

Horizon Home Care & Hospice, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
474
Participants Below avg headcount
79th
Percentile by assets National rank
$48,524
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan · Sponsored by Horizon Home Care & Hospice, Inc. · Wisconsin · Healthcare & Social Assistance

$23M in assets, 474 participants

Horizon Home Care & Hospice, Inc.'s Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan reported $23M in total assets and 474 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,529 in Healthcare & Social Assistance (20,060 peers)

Where Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan sits by assets

Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 474 participants (~$48,524/participant), down 13.6% in 2022.

#16,529
in Healthcare & Social Assistance (20,060 peers)
-13.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan's outsized position by total assets

Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,000,423 Top 21% higher than 79% of 139,123 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 2022

Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (474 participants).

DOL schedule card

Filing strip 391171298 · Horizon Home Care & Hospice, Inc. PY 2022 · Other

Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan · $23M · 474 · 79th

  • BOY $23M
  • BOY 474
  • BOY 79th
  • BOY Other
  • BOY near University of the Ozarks Defined Contribution Retirement Plan
  • BOY ind #16529

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in the asset neighbourhood

Tax Deferred Annuity Plan for Employees of Wxxi Public Broadcasting CouncilTax Deferred Annuity Plan fo…$23MAiche Tax Deferred Savings PlanAiche Tax Deferred Savings P…$23MHorizon Home Care & Hospice, Inc. 403(b) Retirement PlanHorizon Home Care & Hospice,…$23MUniversity of the Ozarks Defined Contribution Retirement PlanUniversity of the Ozarks Def…$23MJewish Federation of Metropolitan Detroit 403(b) PlanJewish Federation of Metropo…$23M
End-of-year total assets ($M) among Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN391171298
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horizon Home Care & Hospice, Inc.)

Sponsor-wide plan assets over time

All Horizon Home Care & Hospice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 41.88729050765719% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23M $32.6M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 474 $23M
2023 1 662 $28M
2024 1 479 $33M

Nearby Other Plans in Wisconsin

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

Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan, Total assets ($B): 0.023000423 · Participants: 474Horizon Home Care & Hospice, Inc. 403(b) Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is University of the Ozarks Defined Contribution Retirement Plan in AR ($23M); by covered participants it is Southwest Health System Inc. Employee Retirement Plan in CO (474 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (474 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan pulled back noticeably - down 13.6% during 2022, from $27M to $23M. Reported net income was -$4M.
How have Horizon Home Care & Hospice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizon Home Care & Hospice, Inc.'s sponsor-wide assets grew 41.9%, from $23M to $33M.
Where does Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is University of the Ozarks Defined Contribution Retirement Plan in AR ($23M, 432 participants).
Which Other plans cover a similar participant headcount to Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Southwest Health System Inc. Employee Retirement Plan in CO (474 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391171298.

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.