Other · DOL Form 5500 · 2023
Horizon House, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 909
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $25,366
- Avg per participant Low balance/head
Official DOL plan name: Horizon House 403(b) Retirement Plan · Sponsored by Horizon House, Inc. · Pennsylvania · Healthcare & Social Assistance
$23M in assets, 909 participants
Horizon House, Inc.'s Horizon House 403(b) Retirement Plan reported $23M in total assets and 909 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #13,983 in Healthcare & Social Assistance (17,684 peers)
Where Horizon House 403(b) Retirement Plan sits by assets
Horizon House 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 909 participants (~$25,366/participant), up 9.5% in 2023.
- #13,983
- in Healthcare & Social Assistance (17,684 peers)
- +9.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Horizon House 403(b) Retirement Plan's outsized position by total assets
Horizon House 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,057,740 Top 25% higher than 75% of 127,068 filed plans
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) 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. Horizon House 403(b) Retirement Plan sits mid-pack in the medium band (909 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Horizon House 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Horizon House 403(b) Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Horizon House 403(b) Retirement Plan reported participants fell from 960 in the plan year 2022 filing to 909 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 231413304 · Horizon House, Inc. PY 2023 · Other
Horizon House 403(b) Retirement Plan · $23M · 909 · 75th
- BOOK $23M
- VS-ST 909
- BOY 75th
- SCH Other
- EBSA near Southwest Behavioral Health Services, Inc. Retirement Plan
- PART ind #13983
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 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 231413304 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Horizon House, Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,759 | $27M |
| 2023 | 2 | 1,594 | $29M |
| 2024 | 2 | 1,623 | $31M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Horizon House 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Southwest Behavioral Health Services, Inc. Retirement Plan in AZ ($23M); by covered participants it is Wood County Hospital 403(b) Plan in OH (909 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (909 participants); asset peers above are excluded.
- Wood County Hospital 403(b) Plan (OH) 909 · 0 off
- 403(b) Thrift Plan for Employees of Lutheran Social Ministries of Maryland, Inc. (MD) 909 · 0 off
- Mmss 403b Plan (MS) 908 · 1 off
- Talbert House 403(b) Plan (OH) 911 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.