Profit Sharing · DOL Form 5500 · 2024
Horizon House, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 713
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $8,033
- Avg per participant Low balance/head
Official DOL plan name: Horizon House, Inc. Employer Retirement Plan and Trust · Sponsored by Horizon House, Inc. · Pennsylvania · Healthcare & Social Assistance
$6M in assets, 713 participants
Horizon House, Inc.'s Horizon House, Inc. Employer Retirement Plan and Trust reported $6M in total assets and 713 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,126 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, Inc. Employer Retirement Plan and Trust at $6M / 713 participants.
- #8,126
- in Healthcare & Social Assistance (16,916 peers)
- +0.8%
- assets growth YoY
Horizon House, Inc. Employer Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Horizon House, Inc. Employer Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,727,681 44th percentile higher than 44% 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, Inc. Employer Retirement Plan and Trust 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, Inc. Employer Retirement Plan and Trust sits mid-pack in the medium band (713 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Horizon House, Inc. Employer Retirement Plan and Trust reported net income fell from $84K in the plan year 2023 filing to $45K in the plan year 2024 filing.
- Horizon House, Inc. Employer Retirement Plan and Trust reported participants rose from 685 in the plan year 2023 filing to 713 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231413304 · Horizon House, Inc. PY 2024 · Profit Sharing
Horizon House, Inc. Employer Retirement Plan and Trust · $6M · 713 · 44th
- ASSETS $6M
- ASSETS 713
- ASSETS 44th
- ASSETS Profit Sharing
- ASSETS near Charles F. Clifford, III Profit Sharing Plan
- ASSETS ind #8126
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, Inc. Employer Retirement Plan and Trust 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) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $45K |
| Employer EIN | 231413304 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Horizon House, Inc. Employer Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Charles F. Clifford, III Profit Sharing Plan in NE ($6M); by covered participants it is Genera Pr Saving Plan in PR (711 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (713 participants); asset peers above are excluded.
- Genera Pr Saving Plan (PR) 711 · 2 off
- Aunt Martha's Health and Wellness 403(b) Plan (IL) 716 · 3 off
- Arentfox Schiff Profit Sharing Plan (DC) 708 · 5 off
- Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. (PR) 719 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.