401(k) · DOL Form 5500 · 2022
Horizon Blue Cross Blue Shield of New Jersey 401(k) Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 5,375
- Participants
- 99th
- Percentile by assets
- $214,010
- Avg per participant
Official DOL plan name: Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan · Sponsored by Horizon Blue Cross Blue Shield of New Jersey · New Jersey · Finance & Insurance
$1.2B in assets, 5,375 participants
Horizon Blue Cross Blue Shield of New Jersey's Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reported $1.2B in total assets and 5,375 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #9,084 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan covers 5,375 participants in New Jersey, 6.4x the typical New Jersey plan (state average ~844 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2022 EOY)
- 5,375
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $214,010
- avg assets per participant
The plan reported a net loss of $308M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reports 5,375 participants - 6.4x that state average ($1.2B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$308M |
| Employer EIN | 220999690 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Horizon Blue Cross Blue Shield of New Jersey)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,414 | $1.4B |
| 2023 | 2 | 5,876 | $1.6B |
| 2024 | 2 | 6,065 | $1.8B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Scale composition for Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reports $1.2B in end-of-year assets across 5,375 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $214,010 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2022 was -$308M.
This plan identity (EIN 220999690, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.5B (+33.8%) while covered participants moved from 5,375 to 5,324 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,375 | $1.2B | This page |
| 2023 | 5,102 | $1.4B | Open filing |
| 2024 · index core | 5,324 | $1.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan (401(k), $1.5B, 5,324 participants)
- Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II (Defined Benefit (Pension), $217M, 741 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan by total assets, not by location.
- Jackson National Life Insurance Company Defined Contribution Plan (MI) $1.1B · 3,492
- Vulcan 401(k) Plan (AL) $1.1B · 8,489
- Hunton Andrews Kurth LLP Retirement Savings Plan (VA) $1.2B · 1,571
- Arrow Electronics Savings Plan (CO) $1.1B · 4,770
Frequently Asked Questions
How did Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan assets move in 2022? ▼
How have Horizon Blue Cross Blue Shield of New Jersey plan assets changed over time? ▼
Where does Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan? ▼
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Filing takeaways
Ways to act on Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan's numbers.
- By total assets, Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Horizon Blue Cross Blue Shield of New Jersey's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Finance & Insurance plans