Other · DOL Form 5500 · 2024
Horizon House, Inc. Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 910
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $27,294
- 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
$25M in assets, 910 participants
Horizon House, Inc.'s Horizon House 403(b) Retirement Plan reported $25M in total assets and 910 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #13,219 in Healthcare & Social Assistance (16,916 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 403(b) Retirement Plan at $25M / 910 participants.
- #13,219
- in Healthcare & Social Assistance (16,916 peers)
- +7.7%
- assets growth YoY
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 2024 · DOL Form 5500
$24,837,245 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Horizon House 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 (910 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Horizon House 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Horizon House 403(b) Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231413304 · Horizon House, Inc. PY 2024 · Other
Horizon House 403(b) Retirement Plan · $25M · 910 · 74th
- ASSETS $25M
- ASSETS 910
- ASSETS 74th
- ASSETS Other
- ASSETS near United Methodist Homes 403 B Plan
- ASSETS ind #13219
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
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
| 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 (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 231413304 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Horizon House 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is United Methodist Homes 403 B Plan in NY ($25M); by covered participants it is The Maof 403(b) Plan in CA (910 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- United Methodist Homes 403 B Plan (NY) $25M · 835
- Community Systems, Inc. Contributory 403 (B) Plan (MA) $25M · 1,096
- Foothill Family Service 403b Plan (CA) $25M · 291
- Alvin Ailey Dance Foundation, Inc. 403(b) Retirement Plan (NY) $25M · 177
Similar participant headcount
Nearest other-state filings by covered participants (910 participants); asset peers above are excluded.
- The Maof 403(b) Plan (CA) 910 · 0 off
- Cais Multiple Employer Plan (CT) 912 · 2 off
- Iowa Health System Tax Deferred Section 403(b) Plan (IA) 908 · 2 off
- University of Puget Sound Retirement Savings Plan (WA) 912 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.