401(k) · DOL Form 5500 · 2023
Horizon Health and Wellness, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 492
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $19,543
- Avg per participant Low balance/head
Official DOL plan name: Horizon Health and Wellness Inc. 401(k) Savings Plan · Sponsored by Horizon Health and Wellness, Inc. · Arizona · Healthcare & Social Assistance
$10M in assets, 492 participants
Horizon Health and Wellness, Inc.'s Horizon Health and Wellness Inc. 401(k) Savings Plan reported $10M in total assets and 492 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,208 in Healthcare & Social Assistance (17,684 peers)
Horizon Health and Wellness, Inc. multi-year trail
Horizon Health and Wellness, Inc.'s plans moved +49.3% in assets from 2022 to 2024; this filing shows Horizon Health and Wellness Inc. 401(k) Savings Plan at $10M / 492 participants.
- #11,208
- in Healthcare & Social Assistance (17,684 peers)
- +30.1%
- assets growth YoY
Horizon Health and Wellness Inc. 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Horizon Health and Wellness Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,615,011 Top 42% higher than 58% 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 Health and Wellness Inc. 401(k) Savings 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 Health and Wellness Inc. 401(k) Savings Plan sits mid-pack in the medium band (492 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Horizon Health and Wellness Inc. 401(k) Savings Plan reported net income rose from $518K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Horizon Health and Wellness Inc. 401(k) Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Horizon Health and Wellness Inc. 401(k) Savings Plan reported participants rose from 468 in the plan year 2022 filing to 492 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 860554593 · Horizon Health and Wellness, Inc. PY 2023 · 401(k)
Horizon Health and Wellness Inc. 401(k) Savings Plan · $10M · 492 · 58th
- PART $10M
- TYPE 492
- NET 58th
- BOOK 401(k)
- VS-ST near Network Innovations 401(k) Plan
- BOY ind #11208
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 Arizona →
Horizon Health and Wellness Inc. 401(k) Savings Plan in the asset neighbourhood
Horizon Health and Wellness, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Horizon Health and Wellness, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 49.334745837822965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 468 | $7M |
| 2023 | 1 | 492 | $10M |
| 2024 | 1 | 431 | $11M |
Horizon Health and Wellness, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 860554593 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Horizon Health and Wellness Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Network Innovations 401(k) Plan in FL ($10M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Network Innovations 401(k) Plan (FL) $10M · 125
- Network Innovations 401(k) Plan (FL) $10M · 125
- Branch Financial 401(k) Plan (OH) $10M · 433
- Baird Brothers Sawmill, Inc. Profit Sharing Plan (OH) $10M · 129
Similar participant headcount
Nearest other-state filings by covered participants (492 participants); asset peers above are excluded.
- Genisys Credit Union 401(k) Plan (MI) 492 · 0 off
- Etna Shared Services 401(k) & Profit Sharing Plan (MI) 492 · 0 off
- Indian Summer Co-Op, Inc. 401(k) Profit Sharing Plan & Trust (MI) 492 · 0 off
- Trevipay 401(k) Plan (KS) 492 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.