Other · DOL Form 5500 · 2023

New Horizons of the Treasure Coast, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
416
Participants Below avg headcount
39th
Percentile by assets National rank
$8,938
Avg per participant Low balance/head
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Official DOL plan name: New Horizons Employee Savings Plan · Sponsored by New Horizons of the Treasure Coast, Inc. · Florida · Healthcare & Social Assistance

$4M in assets, 416 participants

New Horizons of the Treasure Coast, Inc.'s New Horizons Employee Savings Plan reported $4M in total assets and 416 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,286 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 Employee Savings Plan at $4M / 416 participants.

#7,286
in Healthcare & Social Assistance (17,684 peers)
-3.6%
assets change YoY

The plan reported a net loss of $140K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

New Horizons Employee Savings Plan vs every filed plan by assets

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

$3,718,078 39th percentile higher than 39% 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 Employee Savings 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 Employee Savings Plan sits mid-pack in the medium band (416 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Horizons Employee Savings Plan reported net income rose from -$623K in the plan year 2022 filing to -$140K in the plan year 2023 filing.
  • New Horizons Employee Savings Plan reported participants rose from 394 in the plan year 2022 filing to 416 in the plan year 2023 filing.
  • New Horizons Employee Savings Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

New Horizons Employee Savings Plan · $4M · 416 · 39th

  • TYPE $4M
  • TYPE 416
  • TYPE 39th
  • TYPE Other
  • TYPE near Area Substance Abuse Council Retirement Plan
  • TYPE ind #7286

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 Employee Savings Plan in the asset neighbourhood

New Horizons Employee Savings PlanNew Horizons Employee Saving…$4MArea Substance Abuse Council Retirement PlanArea Substance Abuse Council…$4MFamily Guidance Center of Alabama 403b PlanFamily Guidance Center of Al…$4MBuffalo Bill Historical Center TdaBuffalo Bill Historical Cent…$4MLivingston Community Health 403(b) PlanLivingston Community Health …$4M
End-of-year total assets ($M) among New Horizons Employee Savings Plan and nearest nationwide Other 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)$4M
Net Assets (End of Year)$4M
Net Income-$140K
Employer EIN596153749
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

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

New Horizons Employee Savings Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants New Horizons Employee Savings Plan, Total assets ($B): 0.003718078 · Participants: 416New Horizons Employee Savings PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
New Horizons Employee Savings Plan vs. nearby Other plans in Florida, assets vs. participants
Compare New Horizons Employee Savings Plan side-by-side with 3 peers →

New Horizons Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Area Substance Abuse Council Retirement Plan in IA ($4M); by covered participants it is Nupath, Inc. 403(b) Retirement Plan in MA (416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (416 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 Employee Savings Plan assets move in 2023? ▼
New Horizons Employee Savings Plan edged down modestly - down 3.6% during 2023, from $4M to $4M. Reported net income was -$140K.
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 Other plans are similar in size to New Horizons Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Area Substance Abuse Council Retirement Plan in IA ($4M, 166 participants).
Which Other plans cover a similar participant headcount to New Horizons Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Nupath, Inc. 403(b) Retirement Plan in MA (416 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.