Defined Benefit (Pension) · DOL Form 5500 · 2024
Horizon Healthcare Services, Inc. Pension Plan
Data updated 2026-08-11
- $217M
- Total assets
- 741
- Participants
- 95th
- Percentile by assets
- $293,290
- Avg per participant
Official DOL plan name: Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II · Sponsored by Horizon Healthcare Services, Inc. · New Jersey · Finance & Insurance
$217M in assets, 741 participants
Horizon Healthcare Services, Inc.'s Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II reported $217M in total assets and 741 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #7,803 in Finance & Insurance (8,549 peers)
Where Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II sits by assets
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II sits in the top 5% of all filed plans by assets, $217M for 741 participants (~$293,290/participant), down 2.9% in 2024.
- $217M
- total plan assets (2024 EOY)
- 741
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $293,290
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II reported net income fell from -$1M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II reported participants fell from 774 in the plan year 2023 filing to 741 in the plan year 2024 filing.
- Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II end-of-year assets fell from $224M in the plan year 2023 filing to $217M in the plan year 2024 filing.
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II vs the 2024 asset distribution
By assets, Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $224M |
|---|---|
| Net Assets (End of Year) | $216M |
| Net Income | -$7M |
| Employer EIN | 220999690 |
| Plan Effective Date | 2021-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Horizon Healthcare Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,414 | $1.4B |
| 2023 | 2 | 5,876 | $1.6B |
| 2024 | 2 | 6,065 | $1.8B |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- Retirement Plan of Johnson and Johnson $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II by total assets, not by location.
Frequently Asked Questions
How did Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II assets move in 2024? ▼
How have Horizon Healthcare Services, Inc. plan assets changed over time? ▼
Where does Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II's numbers.
- By total assets, Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Horizon Healthcare Services, Inc.'s sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Finance & Insurance plans