Defined Benefit (Pension) · DOL Form 5500 · 2023

Horizon Healthcare Services, Inc. Pension Plan

Data updated 2026-08-25

$224M
Total assets Near avg plan size
774
Participants Near avg headcount
95th
Percentile by assets National rank
$289,098
Avg per participant High 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

$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.

  • #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.

#8,176
in Finance & Insurance (8,869 peers)
-0.9%
assets change YoY
2.2×
vs typical plan assets (national mean)

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.

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 2023 · DOL Form 5500

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

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II 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 Blue Cross Blue Shield of Nj Employees Retirement Plan II sits mid-pack in the medium band (774 participants).

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 →

Plan-year Form 5500 strip

Filing strip 220999690 · Horizon Healthcare Services, Inc. PY 2023 · Defined Benefit (Pension)

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II · $224M · 774 · 95th

  • EIN $224M
  • RANK 774
  • PHOTO 95th
  • IND Defined Benefit (Pension)
  • EOY near Waste Isolation Pilot Plant Pension Plan
  • 5500 ind #8176

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

Paul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement PlanPaul Weiss Rifkind Wharton &…$224MNc Farm Bureau Mutual Insurance Company Retirement PlanNc Farm Bureau Mutual Insura…$224MWaste Isolation Pilot Plant Pension PlanWaste Isolation Pilot Plant …$224MHorizon Blue Cross Blue Shield of Nj Employees Retirement Plan IIHorizon Blue Cross Blue Shie…$224MCarrier Represented Employee Pension PlanCarrier Represented Employee…$223M
End-of-year total assets ($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 2023.

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.)

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. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II, Total assets ($B): 0.223761765 · Participants: 774Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan IIRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon 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 Waste Isolation Pilot Plant Pension Plan in NM ($224M); by covered participants it is Kuraray America Pension Plan in TX (774 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (774 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.

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).
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 Kuraray America Pension Plan in TX (774 participants, $52M in assets).

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.