Defined Benefit (Pension) · DOL Form 5500 · 2022

Horizon Healthcare Services, Inc. Pension Plan

Data updated 2026-08-25

$226M
Total assets Near avg plan size
897
Participants Near avg headcount
96th
Percentile by assets National rank
$251,782
Avg per participant Above avg balance/head
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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.

  • #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.

#8,630
in Finance & Insurance (9,261 peers)
-15.6%
assets change YoY
2.3×
vs typical plan assets (national mean)

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.

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II's outsized position 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 $2,050,000,000 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 Blue Cross Blue Shield of Nj Employees Retirement Plan II 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 Blue Cross Blue Shield of Nj Employees Retirement Plan II sits mid-pack in the medium band (897 participants).

Plan-year Form 5500 strip

Filing strip 220999690 · Horizon Healthcare Services, Inc. PY 2022 · Defined Benefit (Pension)

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II · $226M · 897 · 96th

  • EOY $226M
  • 5500 897
  • ASSETS 96th
  • PCT Defined Benefit (Pension)
  • EIN near United Association Local 7 Pension Plan
  • RANK ind #8630

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 Nj Employees Retirement Plan II in the asset neighbourhood

Twin City Hospital Workers Pension PlanTwin City Hospital Workers P…$226MUnited Association Local 7 Pension PlanUnited Association Local 7 P…$226MHorizon Blue Cross Blue Shield of Nj Employees Retirement Plan IIHorizon Blue Cross Blue Shie…$226MDtts Pension Plan$226MPlumbers Local No 98 Defined Benefit Pension FundPlumbers Local No 98 Defined…$225M
End-of-year total assets ($M) among Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Horizon Healthcare Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 27.655476752907482% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B 202220232024 $1.38B $1.76B ▲ +27.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II, Total assets ($B): 0.225848564 · Participants: 897Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan IIRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II side-by-side with 3 peers →

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is United Association Local 7 Pension Plan in NY ($226M); by covered participants it is The Fifth Third Bancorp Master Retirement Plan in OH (897 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($226M here).

Similar participant headcount

Nearest other-state filings by covered participants (897 participants); asset peers above are excluded.

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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Fifth Third Bancorp Master Retirement Plan in OH (897 participants, $109M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 220999690.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.