Defined Benefit (Pension) · DOL Form 5500 · 2022

Horizon Healthcare Services, Inc. Pension Plan

Data updated 2026-08-11

$226M
Total assets
897
Participants
96th
Percentile by assets
$251,782
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II · Sponsored by Horizon Healthcare Services, Inc. · New Jersey · Finance & Insurance

$226M in assets, 897 participants

Horizon Healthcare Services, Inc.'s Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II reported $226M in total assets and 897 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #8,630 in Finance & Insurance (9,261 peers)

Where Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II sits by assets

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II sits in the top 5% of all filed plans by assets, $226M for 897 participants (~$251,782/participant), down 15.6% in 2022.

$226M
total plan assets (2022 EOY)
897
covered participants
96th
percentile by assets (of 139,126 plans)
$251,782
avg assets per participant

The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II sits by total assets

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II vs every filed plan by assets

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

$225,848,564 Top 4% higher than 96% 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

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II vs the 2022 asset distribution

By assets, Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$268M
Net Assets (End of Year)$225M
Net Income-$41M
Employer EIN220999690
Plan Effective Date2021-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Horizon Healthcare Services, Inc.)

$1.2B$1.4B$1.6B$1.8B 202220232024 $1.38B $1.76B ▲ +27.5%
Total plan assets by year, all Horizon Healthcare Services, Inc. plans on file
Year Plans Participants Total Assets
2022 3 6,414 $1.4B
2023 2 5,876 $1.6B
2024 2 6,065 $1.8B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Horizon Blue Cross B…Retirement Plan of J…JPMorgan Chase Retir…Nokia Retirement Inc…The Prudential Merge…Verizon Pension Plan…
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II by total assets, not by location.

Frequently Asked Questions

How did Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II assets move in 2022?
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II declined sharply - down 15.6% during 2022, from $268M to $226M. Reported net income was -$41M.
How have Horizon Healthcare Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Horizon Healthcare Services, Inc.'s sponsor-wide assets grew 27.7%, from $1.4B to $1.8B.
Where does Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II rank by assets among Form 5500 filers?
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II?
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Association Local 7 Pension Plan in NY ($226M, 835 participants).

Next read for Horizon Blue Cross Blue Shield of Nj Emp…

Scale reading

Ways to act on Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II's numbers.

  • By total assets, Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
  • Horizon Healthcare Services, Inc.'s sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Finance & Insurance plans