Other · DOL Form 5500 · 2022
Horizon House, Inc. Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 960
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $21,926
- Avg per participant Low balance/head
Official DOL plan name: Horizon House 403(b) Retirement Plan · Sponsored by Horizon House, Inc. · Pennsylvania · Healthcare & Social Assistance
$21M in assets, 960 participants
Horizon House, Inc.'s Horizon House 403(b) Retirement Plan reported $21M in total assets and 960 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #16,337 in Healthcare & Social Assistance (20,060 peers)
Where Horizon House 403(b) Retirement Plan sits by assets
Horizon House 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 960 participants (~$21,926/participant), down 20.0% in 2022.
- #16,337
- in Healthcare & Social Assistance (20,060 peers)
- -20.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Horizon House 403(b) Retirement Plan's outsized position by total assets
Horizon House 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,049,210 Top 22% higher than 78% 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 House 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 House 403(b) Retirement Plan sits mid-pack in the medium band (960 participants).
Plan-year Form 5500 strip
Filing strip 231413304 · Horizon House, Inc. PY 2022 · Other
Horizon House 403(b) Retirement Plan · $21M · 960 · 78th
- EOY $21M
- 5500 960
- ASSETS 78th
- PCT Other
- EIN near Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan
- RANK ind #16337
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 Pennsylvania →
Horizon House 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$5M |
| Employer EIN | 231413304 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Horizon House, Inc.)
Sponsor-wide plan assets over time
All Horizon House, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 14.699484746076152% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,759 | $27M |
| 2023 | 2 | 1,594 | $29M |
| 2024 | 2 | 1,623 | $31M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Horizon House 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA ($21M); by covered participants it is Harnett Health System, Inc. Supplemental Retirement 403(b) Plan in NC (961 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (960 participants); asset peers above are excluded.
- Harnett Health System, Inc. Supplemental Retirement 403(b) Plan (NC) 961 · 1 off
- Bay Path University 403(b) Retirement Plan (MA) 957 · 3 off
- Bates College 403(b) Retirement Plan (ME) 964 · 4 off
- Pacific University Section 403(b) Plan (OR) 956 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.