Profit Sharing · DOL Form 5500 · 2022

Horizon House, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
799
Participants Near avg headcount
53rd
Percentile by assets National rank
$7,007
Avg per participant Low balance/head
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Official DOL plan name: Horizon House, Inc. Employer Retirement Plan and Trust · Sponsored by Horizon House, Inc. · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 799 participants

Horizon House, Inc.'s Horizon House, Inc. Employer Retirement Plan and Trust reported $6M in total assets and 799 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,772 in Healthcare & Social Assistance (20,060 peers)

Horizon House, Inc. multi-year trail

Horizon House, Inc.'s plans moved +14.7% in assets from 2022 to 2024; this filing shows Horizon House, Inc. Employer Retirement Plan and Trust at $6M / 799 participants.

#11,772
in Healthcare & Social Assistance (20,060 peers)
-22.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Horizon House, Inc. Employer Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Horizon House, Inc. Employer Retirement Plan and Trust vs every filed plan by assets

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

$5,598,622 Top 47% higher than 53% 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 House, Inc. Employer Retirement Plan and Trust 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, Inc. Employer Retirement Plan and Trust sits mid-pack in the medium band (799 participants).

DOL schedule card

Filing strip 231413304 · Horizon House, Inc. PY 2022 · Profit Sharing

Horizon House, Inc. Employer Retirement Plan and Trust · $6M · 799 · 53rd

  • PART $6M
  • TYPE 799
  • NET 53rd
  • BOOK Profit Sharing
  • VS-ST near J. W. Jones Lumber Company, Inc. Plan
  • BOY ind #11772

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, Inc. Employer Retirement Plan and Trust in the asset neighbourhood

Ohio Psychiatric Associates, Inc. Employee Profit Sharing PlanOhio Psychiatric Associates,…$6MHorizon House, Inc. Employer Retirement Plan and TrustHorizon House, Inc. Employer…$6MJ. W. Jones Lumber Company, Inc. PlanJ. W. Jones Lumber Company, …$6MRetirement Plan for Employees of Local 338 & Affiliated FundsRetirement Plan for Employee…$6MEtcetera Enterprises Inc. Profit Sharing PlanEtcetera Enterprises Inc. Pr…$6M
End-of-year total assets ($M) among Horizon House, Inc. Employer Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Horizon House, Inc. multi-year asset trail

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
$26M$28M$30M$32M 202220232024 $26.7M $30.6M ▲ +14.7%
Year Plans Participants Total Assets
2022 2 1,759 $27M
2023 2 1,594 $29M
2024 2 1,623 $31M

Horizon House, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN231413304
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Horizon House, Inc. Employer Retirement Plan and Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Horizon House, Inc. Employer Retirement Plan and Trust, Total assets ($B): 0.005598622 · Participants: 799Horizon House, Inc. Employer Retirement Plan and TrustEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Horizon House, Inc. Employer Retirement Plan and Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Horizon House, Inc. Employer Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is J. W. Jones Lumber Company, Inc. Plan in NC ($6M); by covered participants it is Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund in IL (798 participants). Same-state nearby plans are listed separately above.

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 House, Inc. Employer Retirement Plan and Trust assets move in 2022?
Horizon House, Inc. Employer Retirement Plan and Trust declined sharply - down 22.5% during 2022, from $7M to $6M. Reported net income was -$2M.
How have Horizon House, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Horizon House, Inc.'s sponsor-wide assets grew 14.7%, from $27M to $31M.
Which Profit Sharing plans are similar in size to Horizon House, Inc. Employer Retirement Plan and Trust?
Among Profit Sharing plans in other states, the closest by assets is J. W. Jones Lumber Company, Inc. Plan in NC ($6M, 136 participants).
Which Profit Sharing plans cover a similar participant headcount to Horizon House, Inc. Employer Retirement Plan and Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund in IL (798 participants, $137M in assets).