Plan Ledger DOL Form 5500 · updated monthly

Horizon Health, Inc.401(k)

HORIZON HEALTH, INC. EMPLOYEES' RETIREMENT PLAN · PIERZ, MN · plan year 2022

Reported admin expense ratio · 2022
0.18%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Horizon Health, Inc. reported $2,470 in plan administrative expenses for 2022: 0.18% of average plan assets, below the peer median. Employer contributions averaged $600 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Minnesota (1,848th of 1,918), and 10,696th of 11,911 in health care & social assistance. In 2022, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,233,010
Participants with balances66
Active participants123
Employer contributions$73,763
Employee contributions$110,000
Employer contribution per active participant$600
Average account balance$18,682
Benefits paid to participants$160,580
Plan auditUnmodified (clean) audit opinion
AuditorSCHLENNER WENNER AND COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,470
Total administrative$2,470
The Horizon Health, Inc. 401(k) match · 2022
Employer contribution per active participant$600
Median for plans this size$1,114

Horizon Health, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,470 · 0.18%
Similar plansHealth Care & Social Assistance · Minnesota
Handy Help, LLC MN$1.4M · 1.05%
Warroad Care Center Inc MN$1.3M · 0.47%
Minnewaska Lutheran Home MN$1.0M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411699160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.