Profit Sharing · DOL Form 5500 · 2023

Horizon House, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
685
Participants Below avg headcount
47th
Percentile by assets National rank
$8,296
Avg per participant Low balance/head
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Official DOL plan name: Horizon House, Inc. Employer Retirement Plan and Trust · Sponsored by Horizon House, Inc. · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 685 participants

Horizon House, Inc.'s Horizon House, Inc. Employer Retirement Plan and Trust reported $6M in total assets and 685 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,083 in Healthcare & Social Assistance (17,684 peers)

Horizon House, Inc. multi-year trail

Horizon House, Inc.'s plans moved +14.7% in assets from 2022 to 2024; this filing shows Horizon House, Inc. Employer Retirement Plan and Trust at $6M / 685 participants.

#9,083
in Healthcare & Social Assistance (17,684 peers)
+1.5%
assets growth YoY

Horizon House, Inc. Employer Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Horizon House, Inc. Employer Retirement Plan and Trust vs every filed plan by assets

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

$5,682,940 47th percentile higher than 47% 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, Inc. Employer Retirement Plan and Trust 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, Inc. Employer Retirement Plan and Trust sits mid-pack in the medium band (685 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Horizon House, Inc. Employer Retirement Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $84K in the plan year 2023 filing.
  • Horizon House, Inc. Employer Retirement Plan and Trust reported participants fell from 799 in the plan year 2022 filing to 685 in the plan year 2023 filing.
  • Horizon House, Inc. Employer Retirement Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231413304 · Horizon House, Inc. PY 2023 · Profit Sharing

Horizon House, Inc. Employer Retirement Plan and Trust · $6M · 685 · 47th

  • 5500 $6M
  • ASSETS 685
  • PCT 47th
  • EIN Profit Sharing
  • RANK near Marc E. Grossman, M.D. Profit Sharing Plan
  • PHOTO ind #9083

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 Pennsylvania →

Horizon House, Inc. Employer Retirement Plan and Trust in the asset neighbourhood

Marc E. Grossman, M.D. Profit Sharing PlanMarc E. Grossman, M.D. Profi…$6MUnited Security, Inc. Retirement PlanUnited Security, Inc. Retire…$6MHorizon House, Inc. Employer Retirement Plan and TrustHorizon House, Inc. Employer…$6MThe Children's Clinic, PA Profit Sharing PlanThe Children's Clinic, PA Pr…$6MNewcourse Communications, Inc. Retirement PlanNewcourse Communications, In…$6M
End-of-year total assets ($M) among Horizon House, Inc. Employer Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Horizon House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Horizon House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 14.699484746076152% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $26.7M $30.6M ▲ +14.7%
Year Plans Participants Total Assets
2022 2 1,759 $27M
2023 2 1,594 $29M
2024 2 1,623 $31M

Horizon House, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$84K
Employer EIN231413304
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Horizon House, Inc. Employer Retirement Plan and Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Horizon House, Inc. Employer Retirement Plan and Trust, Total assets ($B): 0.00568294 · Participants: 685Horizon House, Inc. Employer Retirement Plan and TrustEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Horizon House, Inc. Employer Retirement Plan and Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Horizon House, Inc. Employer Retirement Plan and Trust side-by-side with 3 peers →

Horizon House, Inc. Employer Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Marc E. Grossman, M.D. Profit Sharing Plan in NY ($6M); by covered participants it is Williams & Connolly LLP Profit Sharing Plan and Trust in DC (682 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (685 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, Inc. Employer Retirement Plan and Trust assets move in 2023? ▼
Horizon House, Inc. Employer Retirement Plan and Trust edged up modestly - up 1.5% during 2023, from $6M to $6M. Reported net income was $84K.
How have Horizon House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizon House, Inc.'s sponsor-wide assets grew 14.7%, from $27M to $31M.
Which Profit Sharing plans are similar in size to Horizon House, Inc. Employer Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Marc E. Grossman, M.D. Profit Sharing Plan in NY ($6M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Horizon House, Inc. Employer Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Williams & Connolly LLP Profit Sharing Plan and Trust in DC (682 participants, $255M 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 231413304.

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.