Profit Sharing · DOL Form 5500 · 2024

New Horizons of the Treasure Coast, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
441
Participants Below avg headcount
39th
Percentile by assets National rank
$9,431
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New Horizons Pension Plan · Sponsored by New Horizons of the Treasure Coast, Inc. · Florida · Healthcare & Social Assistance

$4M in assets, 441 participants

New Horizons of the Treasure Coast, Inc.'s New Horizons Pension Plan reported $4M in total assets and 441 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,901 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 Pension Plan at $4M / 441 participants.

#6,901
in Healthcare & Social Assistance (16,916 peers)
-6.7%
assets change YoY

The plan reported a net loss of $300K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Horizons Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

New Horizons Pension Plan vs every filed plan by assets

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

$4,159,214 39th percentile higher than 39% 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 Pension 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 Pension 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 Pension Plan reported net income fell from -$82K in the plan year 2023 filing to -$300K in the plan year 2024 filing.
  • New Horizons Pension Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • New Horizons Pension Plan reported participants rose from 417 in the plan year 2023 filing to 441 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 596153749 · New Horizons of the Treasure Coast, Inc. PY 2024 · Profit Sharing

New Horizons Pension Plan · $4M · 441 · 39th

  • PHOTO $4M
  • IND 441
  • EOY 39th
  • 5500 Profit Sharing
  • ASSETS near Council on the Environment, Inc. Incentive Savings Plan
  • PCT ind #6901

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 Pension Plan in the asset neighbourhood

James Funeral Home of Queens, Inc. Profit Sharing PlanJames Funeral Home of Queens…$4MNew Horizons Pension Plan$4MCouncil on the Environment, Inc. Incentive Savings PlanCouncil on the Environment, …$4MGrupo Carmelo Savings and Investment PlanGrupo Carmelo Savings and In…$4MAbh Profit Sharing Plan$4M
End-of-year total assets ($M) among New Horizons Pension Plan and nearest nationwide Profit Sharing 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)$4M
Net Income-$300K
Employer EIN596153749
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

New Horizons Pension Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants New Horizons Pension Plan, Total assets ($B): 0.004159214 · Participants: 441New Horizons Pension PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
New Horizons Pension Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

New Horizons Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Council on the Environment, Inc. Incentive Savings Plan in NY ($4M); by covered participants it is Hawaii Island Community Health Center 403(b) Plan in HI (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 Pension Plan assets move in 2024?
New Horizons Pension Plan pulled back noticeably - down 6.7% during 2024, from $4M to $4M. Reported net income was -$300K.
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 Profit Sharing plans are similar in size to New Horizons Pension Plan?
Among Profit Sharing plans in other states, the closest by assets is Council on the Environment, Inc. Incentive Savings Plan in NY ($4M, 124 participants).
Which Profit Sharing plans cover a similar participant headcount to New Horizons Pension Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Hawaii Island Community Health Center 403(b) Plan in HI (441 participants, $13M in assets).