401(k) · DOL Form 5500 · 2022
Horizon Blue Cross Blue Shield of New Jersey 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 5,375
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $214,010
- Avg per participant Above avg balance/head
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.
- #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.
- #9,084
- in Finance & Insurance (9,261 peers)
- -21.1%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
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.
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan's outsized position by total assets
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,150,305,980 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan lands in the large band (5,375 participants).
Published 5500 schedule card
Filing strip 220999690 · Horizon Blue Cross Blue Shield of New Jersey PY 2022 · 401(k)
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan · $1.2B · 5,375 · 99th
- NET $1.2B
- BOOK 5,375
- VS-ST 99th
- BOY 401(k)
- SCH near Jackson National Life Insurance Company Defined Contribution Plan
- EBSA ind #9084
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 Finance & Insurance retirement plans → · Plans in New Jersey →
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Horizon Blue Cross Blue Shield of New Jersey plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 27.655476752907482% vs 2022
- 2024 filing year
| 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.
- 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)
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Jackson National Life Insurance Company Defined Contribution Plan in MI ($1.1B); by covered participants it is Air Products & Chemicals, Inc. Retirement Savings Plan in PA (5,374 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,375 participants); asset peers above are excluded.
- Air Products & Chemicals, Inc. Retirement Savings Plan (PA) 5,374 · 1 off
- Scripps Retirement and Investment Plan (OH) 5,378 · 3 off
- Hibbett, Inc. 401(k) Profit Sharing Plan (AL) 5,379 · 4 off
- Griffon Corporation Retirement Plan (NY) 5,380 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.