Other · DOL Form 5500 · 2022

Horizon Home Care & Hospice, Inc. Retirement Plan

Data updated 2026-08-11

$23M
Total assets
474
Participants
79th
Percentile by assets
$48,524
Avg per participant
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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.

  • 79th percentile by assets (of 139,126 plans)
  • #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.

$23M
total plan assets (2022 EOY)
474
covered participants
79th
percentile by assets (of 139,126 plans)
$48,524
avg assets per participant

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.

Where Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan sits 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 $2,010,000,000 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

State
Wisconsin
Industry
Healthcare & Social Assistance

Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan vs the 2022 asset distribution

By assets, Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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.)

$20M$25M$30M$35M 202220232024 $23M $32.6M ▲ +41.9%
Total plan assets by year, all Horizon Home Care & Hospice, Inc. plans on file
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 ($B) Participants Horizon Home Care & …, Total assets ($B): 0.023000423 · Participants: 474Horizon Home Care & …The Medical College …, Total assets ($B): 2.017144493 · Participants: 6020The Medical College …Froedtert Health, In…, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, In…University of Wiscon…, Total assets ($B): 1.081877556 · Participants: 1679University of Wiscon…Marquette University…, Total assets ($B): 0.77906567 · Participants: 2039Marquette University…Children's Hospital …, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital …
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)… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan by total assets, not by location.

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).

Next read for Horizon Home Care & Hospice, Inc. 403(b)…

Scale reading

Ways to act on Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan's numbers.

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.