Defined Benefit (Pension) · DOL Form 5500 · 2023

Horizon Healthcare Services, Inc. Pension Plan

Data updated 2026-08-11

$224M
Total assets
774
Participants
95th
Percentile by assets
$289,098
Avg per participant
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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

$224M in assets, 774 participants

Horizon Healthcare Services, Inc.'s Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II reported $224M in total assets and 774 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #8,176 in Finance & Insurance (8,869 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, $224M for 774 participants (~$289,098/participant), down 0.9% in 2023.

$224M
total plan assets (2023 EOY)
774
covered participants
95th
percentile by assets (of 127,072 plans)
$289,098
avg assets per participant

The plan reported a net loss of $1M 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 2023 · DOL Form 5500

$223,761,765 Top 5% higher than 95% of 127,068 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II reported net income rose from -$41M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II reported participants fell from 897 in the plan year 2022 filing to 774 in the plan year 2023 filing.
  • Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II end-of-year assets fell from $226M in the plan year 2022 filing to $224M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New Jersey
Industry
Finance & Insurance

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II vs the 2023 asset distribution

By assets, Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$226M
Net Assets (End of Year)$224M
Net Income-$1M
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Horizon Blue Cross B…, Total assets ($B): 0.223761765 · Participants: 774Horizon Blue Cross B…Retirement Plan of J…, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of J…JPMorgan Chase Retir…, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retir…Nokia Retirement Inc…, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Inc…The Prudential Merge…, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merge…Verizon Pension Plan…, Total assets ($B): 10.930667796 · Participants: 23778Verizon 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
Compare Horizon Blue Cross Blue Shield of Nj Emp… side-by-side with 3 peers →

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 2023? ▼
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II held essentially flat - down 0.9% during 2023, from $226M to $224M. Reported net income was -$1M.
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 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Waste Isolation Pilot Plant Pension Plan in NM ($224M, 953 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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.