Other · DOL Form 5500 · 2024
New Horizons of the Treasure Coast, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 441
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $7,651
- Avg per participant Low balance/head
Official DOL plan name: New Horizons Employee Savings Plan · Sponsored by New Horizons of the Treasure Coast, Inc. · Florida · Healthcare & Social Assistance
$3M in assets, 441 participants
New Horizons of the Treasure Coast, Inc.'s New Horizons Employee Savings Plan reported $3M in total assets and 441 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,162 in Healthcare & Social Assistance (16,916 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 $3M / 441 participants.
- #6,162
- in Healthcare & Social Assistance (16,916 peers)
- -9.3%
- assets change YoY
The plan reported a net loss of $344K 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 2024 · DOL Form 5500
$3,373,971 36th percentile higher than 36% 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
New Horizons Employee Savings 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. New Horizons Employee Savings Plan sits mid-pack in the medium band (441 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Horizons Employee Savings Plan reported net income fell from -$140K in the plan year 2023 filing to -$344K in the plan year 2024 filing.
- New Horizons Employee Savings Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- New Horizons Employee Savings Plan reported participants rose from 416 in the plan year 2023 filing to 441 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 596153749 · New Horizons of the Treasure Coast, Inc. PY 2024 · Other
New Horizons Employee Savings Plan · $3M · 441 · 36th
- EOY $3M
- EOY 441
- EOY 36th
- EOY Other
- EOY near Health Care Partners of South Carolina, Inc. 403(b) Plan
- EOY ind #6162
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 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
| 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 (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$344K |
| Employer EIN | 596153749 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
New Horizons Employee Savings Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Health Care Partners of South Carolina, Inc. 403(b) Plan in SC ($3M); by covered participants it is Balance Autism Retirement Plan in IA (441 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (441 participants); asset peers above are excluded.
- Balance Autism Retirement Plan (IA) 441 · 0 off
- Point Park University Defined Contribution Retirement Plan (PA) 440 · 1 off
- Bonner General Hospital 403(b) Plan (ID) 442 · 1 off
- Radias Health 403(b) Plan (MN) 442 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.