Horizon Health and Wellness 401(k) match, vesting and fees
What Horizon Health and Wellness' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Retirement Ins and Annuity Co | Schedule C ↗ |
| Independent auditor | Metz Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Horizon Health and Wellness: employer contribution per participant | $1,081 | |
| Peer median | $1,337 |
| Horizon Health and Wellness: average balance | $20,029 | |
| Peer median | $35,764 |
| Horizon Health and Wellness: admin expenses ÷ assets | 1.17% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.9M at the end of plan year 2021 to $11M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 564 | $11M | $596K | $1,081 | 1.17% | Not published | Form 5500 ↗ |
| 2023 | 648 | $9.6M | $646K | $1,073 | 1.22% | Not published | Form 5500 ↗ |
| 2022 | 737 | $7.4M | $575K | $831 | 0.93% | Not published | Form 5500 ↗ |
| 2021 | 625 | $6.9M | $523K | $856 | 1.66% | Not published | Form 5500 ↗ |
Common questions
Does Horizon Health and Wellness match 401(k) contributions?
The match terms for the Horizon Health and Wellness Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $596K in employer contributions, about $1,081 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Horizon Health and Wellness 401(k) match vested?
The vesting schedule for the Horizon Health and Wellness Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Horizon Health and Wellness 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Ins and Annuity Co. The plan administrator is Horizon Health and Wellness, Inc..
I left Horizon Health and Wellness. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Horizon Health and Wellness, Inc., (480) 474-5613) or the recordkeeper, Voya Retirement Ins and Annuity Co. The Horizon Health and Wellness old 401(k) page lists the contacts from every plan filing. Find an old Horizon Health and Wellness 401(k)
Data from the public Form 5500 annual reports Horizon Health and Wellness filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Horizon Health and Wellness. Not financial advice. Report a correction · Methodology