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
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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

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

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.

See the national 2023→2024 release diff →

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

403b Thrift Plan for Life'swork of Western PA403b Thrift Plan for Life'sw…$3MPeople Incorporated of Virginia ERISA 403(b) PlanPeople Incorporated of Virgi…$3MNew Horizons Employee Savings PlanNew Horizons Employee Saving…$3MHealth Care Partners of South Carolina, Inc. 403(b) PlanHealth Care Partners of Sout…$3MCommunity Education Alliance of West Philadelphia 403(b) PlanCommunity Education Alliance…$3M
End-of-year total assets ($M) among New Horizons Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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
$7M$7.5M$8M$8.5M 202220232024 $8.4M $7.53M ▼ -10.4%
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 EIN596153749
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

New Horizons Employee Savings Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants New Horizons Employee Savings Plan, Total assets ($B): 0.003373971 · Participants: 441New Horizons Employee Savings PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
New Horizons Employee Savings Plan vs. nearby Other plans in Florida, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (441 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 New Horizons Employee Savings Plan assets move in 2024?
New Horizons Employee Savings Plan pulled back noticeably - down 9.3% during 2024, from $4M to $3M. Reported net income was -$344K.
How have New Horizons of the Treasure Coast, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), New Horizons of the Treasure Coast, Inc.'s sponsor-wide assets declined 10.3%, from $8M to $8M.
Which Other plans are similar in size to New Horizons Employee Savings Plan?
Among Other plans in other states, the closest by assets is Health Care Partners of South Carolina, Inc. 403(b) Plan in SC ($3M, 136 participants).
Which Other plans cover a similar participant headcount to New Horizons Employee Savings Plan?
Among Other plans in other states, the closest by covered participants is Balance Autism Retirement Plan in IA (441 participants, $11M in assets).