Profit Sharing · DOL Form 5500 · 2023

New Horizons of the Treasure Coast, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
417
Participants Below avg headcount
42nd
Percentile by assets National rank
$10,693
Avg per participant Low balance/head
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Official DOL plan name: New Horizons Pension Plan · Sponsored by New Horizons of the Treasure Coast, Inc. · Florida · Healthcare & Social Assistance

$4M in assets, 417 participants

New Horizons of the Treasure Coast, Inc.'s New Horizons Pension Plan reported $4M in total assets and 417 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,066 in Healthcare & Social Assistance (17,684 peers)

New Horizons of the Treasure Coast, Inc. multi-year trail

New Horizons of the Treasure Coast, Inc.'s plans moved -10.3% in assets from 2022 to 2024; this filing shows New Horizons Pension Plan at $4M / 417 participants.

#8,066
in Healthcare & Social Assistance (17,684 peers)
-1.8%
assets change YoY

The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Horizons Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

New Horizons Pension Plan vs every filed plan by assets

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

$4,458,946 42nd percentile higher than 42% 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 Pension 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 Pension Plan sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Horizons Pension Plan reported net income rose from -$1M in the plan year 2022 filing to -$82K in the plan year 2023 filing.
  • New Horizons Pension Plan reported participants rose from 394 in the plan year 2022 filing to 417 in the plan year 2023 filing.
  • New Horizons Pension Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 596153749 · New Horizons of the Treasure Coast, Inc. PY 2023 · Profit Sharing

New Horizons Pension Plan · $4M · 417 · 42nd

  • PHOTO $4M
  • IND 417
  • EOY 42nd
  • 5500 Profit Sharing
  • ASSETS near Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan
  • PCT ind #8066

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 Florida →

New Horizons Pension Plan in the asset neighbourhood

Marc F. Rubin, Dmd, PC Profit Sharing PlanMarc F. Rubin, Dmd, PC Profi…$4MNew Horizons Pension Plan$4MSaratoga Storage Systems, Inc. 401(k) Profit-Sharing PlanSaratoga Storage Systems, In…$4MGolden State Retirement Plan Mep by Vasindas Around the ClockGolden State Retirement Plan…$4MProvident Charter School 403(b) PlanProvident Charter School 403…$4M
End-of-year total assets ($M) among New Horizons Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New Horizons of the Treasure Coast, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All New Horizons of the Treasure Coast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 10.310406713803049% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $8.4M $7.53M ▼ -10.4%
Year Plans Participants Total Assets
2022 2 788 $8M
2023 2 833 $8M
2024 2 882 $8M

New Horizons of the Treasure Coast, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$82K
Employer EIN596153749
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

New Horizons Pension Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants New Horizons Pension Plan, Total assets ($B): 0.004458946 · Participants: 417New Horizons Pension PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
New Horizons Pension Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare New Horizons Pension Plan side-by-side with 3 peers →

New Horizons Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan in AZ ($4M); by covered participants it is Life, Inc. Retirement Plan and Trust in NC (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 Pension Plan assets move in 2023? ▼
New Horizons Pension Plan edged down modestly - down 1.8% during 2023, from $5M to $4M. Reported net income was -$82K.
How have New Horizons of the Treasure Coast, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Horizons of the Treasure Coast, Inc.'s sponsor-wide assets declined 10.3%, from $8M to $8M.
Which Profit Sharing plans are similar in size to New Horizons Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan in AZ ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to New Horizons Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Life, Inc. Retirement Plan and Trust in NC (417 participants, $8M 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 596153749.

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.