401(k) · DOL Form 5500 · 2023

Horizon Blue Cross Blue Shield of New Jersey 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
5,102
Participants Above avg headcount
99th
Percentile by assets National rank
$266,253
Avg per participant High balance/head
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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.

  • #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.

#8,699
in Finance & Insurance (8,869 peers)
+18.1%
assets growth YoY
14×
vs typical plan assets (national mean)

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan's outsized position by total assets

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,358,423,150 Top 1% higher than 99% 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 New Jersey Employees Savings and Investment Plan's large-plan peer group by participant 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 New Jersey Employees Savings and Investment Plan lands in the large band (5,102 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 220999690 · Horizon Blue Cross Blue Shield of New Jersey PY 2023 · 401(k)

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan · $1.4B · 5,102 · 99th

  • VS-ST $1.4B
  • VS-ST 5,102
  • VS-ST 99th
  • VS-ST 401(k)
  • VS-ST near The Lubrizol Corporation Employees Profit Sharing and Savings Plan
  • VS-ST ind #8699

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 New Jersey Employees Savings and Investment Plan in the asset neighbourhood

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment PlanHorizon Blue Cross Blue Shie…$1.4BThe Lubrizol Corporation Employees Profit Sharing and Savings PlanThe Lubrizol Corporation Emp…$1.4BCdm Smith Inc. Capital Accumulation PlanCdm Smith Inc. Capital Accum…$1.4BCommercial Metals Companies Retirement PlanCommercial Metals Companies …$1.4BVulcan 401(k) Plan$1.4B
End-of-year total assets ($B) among Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.4B
Net Income$208M
Employer EIN220999690
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horizon Blue Cross Blue Shield of New Jersey)

Sponsor-wide plan assets over time

All Horizon Blue Cross Blue Shield of New Jersey 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 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 Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan, Total assets ($B): 1.35842315 · Participants: 5102Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Lubrizol Corporation Employees Profit Sharing and Savings Plan in OH ($1.4B); by covered participants it is U.S. Anesthesia Partners, Inc. 401(k) Plan in TX (5,106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,102 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 New Jersey Employees Savings and Investment Plan assets move in 2023? ▼
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan grew sharply - up 18.1% during 2023, from $1.2B to $1.4B. Reported net income was $208M.
How have Horizon Blue Cross Blue Shield of New Jersey plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizon Blue Cross Blue Shield of New Jersey's sponsor-wide assets grew 27.7%, from $1.4B to $1.8B.
Where does Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Lubrizol Corporation Employees Profit Sharing and Savings Plan in OH ($1.4B, 4,289 participants).
Which 401(k) plans cover a similar participant headcount to Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U.S. Anesthesia Partners, Inc. 401(k) Plan in TX (5,106 participants, $2.4B 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.