Other · DOL Form 5500 · 2023
Horizon Home Care & Hospice, Inc. Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 662
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $42,140
- Avg per participant Low balance/head
Official DOL plan name: Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan · Sponsored by Horizon Home Care & Hospice, Inc. · Wisconsin · Healthcare & Social Assistance
$28M in assets, 662 participants
Horizon Home Care & Hospice, Inc.'s Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan reported $28M in total assets and 662 participants in its 2023 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.
- #14,417 in Healthcare & Social Assistance (17,684 peers)
Where Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan sits by assets
Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 662 participants (~$42,140/participant), up 21.3% in 2023.
- #14,417
- in Healthcare & Social Assistance (17,684 peers)
- +21.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan's outsized position by total assets
Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,896,462 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (662 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan reported participants rose from 474 in the plan year 2022 filing to 662 in the plan year 2023 filing.
- Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
DOL schedule card
Filing strip 391171298 · Horizon Home Care & Hospice, Inc. PY 2023 · Other
Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan · $28M · 662 · 78th
- EBSA $28M
- PART 662
- TYPE 78th
- NET Other
- BOOK near 403(b) Thrift Plan of Achieva
- VS-ST ind #14417
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 Wisconsin →
Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 391171298 |
| Plan Effective Date | 2002-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Horizon Home Care & Hospice, Inc.)
Sponsor-wide plan assets over time
All Horizon Home Care & Hospice, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 41.88729050765719% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 474 | $23M |
| 2023 | 1 | 662 | $28M |
| 2024 | 1 | 479 | $33M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is 403(b) Thrift Plan of Achieva in PA ($28M); by covered participants it is St. Rose Hospital 403(b) Savings Plan in CA (662 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (662 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.