401(k) · DOL Form 5500 · 2023
Horizon Blue Cross Blue Shield of New Jersey 401(k) Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 5,102
- Participants
- 99th
- Percentile by assets
- $266,253
- Avg per participant
Official DOL plan name: Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan · Sponsored by Horizon Blue Cross Blue Shield of New Jersey · New Jersey · Finance & Insurance
$1.4B in assets, 5,102 participants
Horizon Blue Cross Blue Shield of New Jersey's Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reported $1.4B in total assets and 5,102 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #8,699 in Finance & Insurance (8,869 peers)
Coverage in New Jersey
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan covers 5,102 participants in New Jersey, 6.0x the typical New Jersey plan (state average ~844 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2023 EOY)
- 5,102
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $266,253
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reported net income rose from -$308M in the plan year 2022 filing to $208M in the plan year 2023 filing.
- Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
- Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reported participants fell from 5,375 in the plan year 2022 filing to 5,102 in the plan year 2023 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reports 5,102 participants - 6.0x that state average ($1.4B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $208M |
| Employer EIN | 220999690 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Horizon Blue Cross Blue Shield of New Jersey)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,414 | $1.4B |
| 2023 | 2 | 5,876 | $1.6B |
| 2024 | 2 | 6,065 | $1.8B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Scale composition for Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reports $1.4B in end-of-year assets across 5,102 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $266,253 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2023 was $208M.
This plan identity (EIN 220999690, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.5B (+33.8%) while covered participants moved from 5,375 to 5,324 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,375 | $1.2B | Open filing |
| 2023 | 5,102 | $1.4B | This page |
| 2024 · index core | 5,324 | $1.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan (401(k), $1.5B, 5,324 participants)
- Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II (Defined Benefit (Pension), $217M, 741 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan by total assets, not by location.
- The Lubrizol Corporation Employees Profit Sharing and Savings Plan (OH) $1.4B · 4,289
- Cdm Smith Inc. Capital Accumulation Plan (MA) $1.4B · 3,560
- Commercial Metals Companies Retirement Plan (TX) $1.4B · 8,321
- Vulcan 401(k) Plan (AL) $1.4B · 9,487
Frequently Asked Questions
How did Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan assets move in 2023? ▼
How have Horizon Blue Cross Blue Shield of New Jersey plan assets changed over time? ▼
Where does Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan's numbers.
- By total assets, Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Horizon Blue Cross Blue Shield of New Jersey's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Finance & Insurance plans