Other · DOL Form 5500 · 2023

Horizon House Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
187
Participants Below avg headcount
67th
Percentile by assets National rank
$78,366
Avg per participant Below avg balance/head
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Official DOL plan name: Horizon House 403(b) Plan · Sponsored by Horizon House · Washington · Healthcare & Social Assistance

$15M in assets, 187 participants

Horizon House's Horizon House 403(b) Plan reported $15M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,693 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Horizon House 403(b) Plan covers 187 participants in Washington, about 13% of the average Washington filer (state average ~1,476 per filing). Assets: $15M.

#12,693
in Healthcare & Social Assistance (17,684 peers)
+18.8%
assets growth YoY

Horizon House 403(b) Plan's outsized position by total assets

Horizon House 403(b) Plan vs every filed plan by assets

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

$14,654,442 Top 33% higher than 67% 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 House 403(b) 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. Horizon House 403(b) Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Horizon House 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Horizon House 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Horizon House 403(b) Plan reported participants rose from 171 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 910725802 · Horizon House PY 2023 · Other

Horizon House 403(b) Plan · $15M · 187 · 67th

  • EIN $15M
  • RANK 187
  • PHOTO 67th
  • IND Other
  • EOY near Lutheran Homes of Oconomowoc Retirement Plan
  • 5500 ind #12693

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 Washington →

Horizon House 403(b) Plan in the asset neighbourhood

Lutheran Homes of Oconomowoc Retirement PlanLutheran Homes of Oconomowoc…$15MHarding Academy Tax Deferred Annuity PlanHarding Academy Tax Deferred…$15MHorizon House 403(b) Plan$15MVirginia Episcopal School Defined Contribution Retirement PlanVirginia Episcopal School De…$15MCommunity Residences Retirement PlanCommunity Residences Retirem…$15M
End-of-year total assets ($M) among Horizon House 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN910725802
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horizon House)

Sponsor-wide plan assets over time

All Horizon House plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.7886730622265% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $17.3M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 171 $12M
2023 1 187 $15M
2024 1 195 $17M

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

Horizon House 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Horizon House 403(b) Plan, Total assets ($B): 0.014654442 · Participants: 187Horizon House 403(b) PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Horizon House 403(b) Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Horizon House 403(b) Plan side-by-side with 3 peers →

Horizon House 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Lutheran Homes of Oconomowoc Retirement Plan in WI ($15M); by covered participants it is Queens University of Charlotte Tda Plan in NC (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 House 403(b) Plan assets move in 2023? ▼
Horizon House 403(b) Plan grew sharply - up 18.8% during 2023, from $12M to $15M. Reported net income was $2M.
How have Horizon House plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizon House's sponsor-wide assets grew 39.8%, from $12M to $17M.
Which Other plans are similar in size to Horizon House 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Lutheran Homes of Oconomowoc Retirement Plan in WI ($15M, 376 participants).
Which Other plans cover a similar participant headcount to Horizon House 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Queens University of Charlotte Tda Plan in NC (187 participants, N/A 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 910725802.

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.