401(k) · DOL Form 5500 · 2023

New Horizons Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
109
Participants Small participant base
24th
Percentile by assets National rank
$9,361
Avg per participant Low balance/head
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Official DOL plan name: New Horizons Qualified Retirement Plan · Sponsored by New Horizons Corporation · Tennessee · Healthcare & Social Assistance

$1M in assets, 109 participants

New Horizons Corporation's New Horizons Qualified Retirement Plan reported $1M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,486 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

New Horizons Qualified Retirement Plan covers 109 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $1M.

#3,486
in Healthcare & Social Assistance (17,684 peers)
+31.3%
assets growth YoY

New Horizons Qualified Retirement Plan among the smaller filed plans by assets

New Horizons Qualified Retirement Plan vs every filed plan by assets

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

$1,020,392 24th percentile higher than 24% 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

New Horizons Qualified Retirement 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. New Horizons Qualified Retirement Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Horizons Qualified Retirement Plan reported net income rose from -$103K in the plan year 2022 filing to $243K in the plan year 2023 filing.
  • New Horizons Qualified Retirement Plan end-of-year assets rose from $777K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • New Horizons Qualified Retirement Plan reported participants fell from 127 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620857186 · New Horizons Corporation PY 2023 · 401(k)

New Horizons Qualified Retirement Plan · $1M · 109 · 24th

  • RANK $1M
  • RANK 109
  • RANK 24th
  • RANK 401(k)
  • RANK near The Stock Exchange Bank 401(k) Plan Tr.
  • RANK ind #3486

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 Tennessee →

New Horizons Qualified Retirement Plan in the asset neighbourhood

New Horizons Qualified Retirement PlanNew Horizons Qualified Retir…$1MThe Stock Exchange Bank 401(k) Plan Tr.The Stock Exchange Bank 401(…$1MWigutow Enterprises, Inc. 401(k) Profit Sharing PlanWigutow Enterprises, Inc. 40…$1MThai-an Doan, Dds 401(k) Plan$1MWymore Inc. 401(k) Savings and Investment PlanWymore Inc. 401(k) Savings a…$1M
End-of-year total assets ($M) among New Horizons Qualified Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$777K
Net Assets (End of Year)$1M
Net Income$243K
Employer EIN620857186
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Horizons Corporation)

Sponsor-wide plan assets over time

All New Horizons Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 31.336413833936135% vs 2022
2023 filing year
$0.7M$0.8M$0.9M$1M$1.1M 20222023 $0.78M $1.02M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 127 $777K
2023 1 109 $1M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

New Horizons Qualified Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants New Horizons Qualified Retirement Plan, Total assets ($B): 0.001020392 · Participants: 109New Horizons Qualified Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
New Horizons Qualified Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare New Horizons Qualified Retirement Plan side-by-side with 3 peers →

New Horizons Qualified Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is The Stock Exchange Bank 401(k) Plan Tr. in KS ($1M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 New Horizons Qualified Retirement Plan assets move in 2023? ▼
New Horizons Qualified Retirement Plan surged - up 31.3% during 2023, from $777K to $1M. Reported net income was $243K.
How have New Horizons Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), New Horizons Corporation's sponsor-wide assets grew 31.3%, from $777K to $1M.
Where does New Horizons Qualified Retirement Plan rank by assets among Form 5500 filers? ▼
New Horizons Qualified Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to New Horizons Qualified Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Stock Exchange Bank 401(k) Plan Tr. in KS ($1M, 14 participants).
Which 401(k) plans cover a similar participant headcount to New Horizons Qualified Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 620857186.

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.