401(k) · DOL Form 5500 · 2024

Horizon Blue Cross Blue Shield of New Jersey 401(k) Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
5,324
Participants Above avg headcount
99th
Percentile by assets National rank
$289,145
Avg per participant High balance/head
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Official DOL plan name: Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan · Sponsored by Horizon Blue Cross Blue Shield of New Jersey · New Jersey · Finance & Insurance

$1.5B in assets, 5,324 participants

Horizon Blue Cross Blue Shield of New Jersey's Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reported $1.5B in total assets and 5,324 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,379 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan covers 5,324 participants in New Jersey, 6.3x the typical New Jersey plan (state average ~844 per filing). Assets: $1.5B.

#8,379
in Finance & Insurance (8,549 peers)
+13.3%
assets growth YoY
15×
vs typical plan assets (national mean)

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan's outsized position by total assets

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,539,408,771 Top 1% higher than 99% of 123,620 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 2024

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan lands in the large band (5,324 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan end-of-year assets rose from $1.4B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
  • Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reported net income fell from $208M in the plan year 2023 filing to $181M in the plan year 2024 filing.
  • Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reported participants rose from 5,102 in the plan year 2023 filing to 5,324 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 220999690 · Horizon Blue Cross Blue Shield of New Jersey PY 2024 · 401(k)

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan · $1.5B · 5,324 · 99th

  • ASSETS $1.5B
  • ASSETS 5,324
  • ASSETS 99th
  • ASSETS 401(k)
  • ASSETS near Csx Corporation 401(k) Plan
  • ASSETS ind #8379

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan in the asset neighbourhood

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment PlanHorizon Blue Cross Blue Shie…$1.5BCsx Corporation 401(k) Plan$1.5BCsx Corporation Capital Builder PlanCsx Corporation Capital Buil…$1.5BBwxt Thrift Plan$1.5B59 Wall Street Capital Accumulation Plan59 Wall Street Capital Accum…$1.5B
End-of-year total assets ($B) among Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.5B
Net Income$181M
Employer EIN220999690
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horizon Blue Cross Blue Shield of New Jersey)

Sponsor-wide plan assets over time

All Horizon Blue Cross Blue Shield of New Jersey plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 27.655476752907482% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B 202220232024 $1.38B $1.76B ▲ +27.5%
Year Plans Participants Total Assets
2022 3 6,414 $1.4B
2023 2 5,876 $1.6B
2024 2 6,065 $1.8B

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan, Total assets ($B): 1.539408771 · Participants: 5324Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan side-by-side with 3 peers →

Scale composition for Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan reports $1.5B in end-of-year assets across 5,324 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $289,145 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $181M.

This plan identity (EIN 220999690, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.5B (+33.8%) while covered participants moved from 5,375 to 5,324 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,375 $1.2B Open filing
2023 5,102 $1.4B Open filing
2024 · index core 5,324 $1.5B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Csx Corporation 401(k) Plan in FL ($1.5B); by covered participants it is Knife River Corporation 401(k) Retirement Plan in ND (5,327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,324 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan assets move in 2024? ▼
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan grew at a solid clip - up 13.3% during 2024, from $1.4B to $1.5B. Reported net income was $181M.
How have Horizon Blue Cross Blue Shield of New Jersey plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horizon Blue Cross Blue Shield of New Jersey's sponsor-wide assets grew 27.7%, from $1.4B to $1.8B.
Where does Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Csx Corporation 401(k) Plan in FL ($1.5B, 3,335 participants).
Which 401(k) plans cover a similar participant headcount to Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knife River Corporation 401(k) Retirement Plan in ND (5,327 participants, $856M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 220999690.

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.