Profit Sharing · DOL Form 5500 · 2022
Safe Horizon, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 679
- Participants
- 72nd
- Percentile by assets
- $21,426
- Avg per participant
Official DOL plan name: Safe Horizon 401(a) Retirement Savings Plan · Sponsored by Safe Horizon, Inc. · New York · Healthcare & Social Assistance
$15M in assets, 679 participants
Safe Horizon, Inc.'s Safe Horizon 401(a) Retirement Savings Plan reported $15M in total assets and 679 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 139,126 plans)
- #15,347 in Healthcare & Social Assistance (20,060 peers)
Safe Horizon, Inc. multi-year trail
Safe Horizon, Inc.'s plans moved +40.5% in assets from 2022 to 2024; this filing shows Safe Horizon 401(a) Retirement Savings Plan at $15M / 679 participants.
- $15M
- total plan assets (2022 EOY)
- 679
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $21,426
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Safe Horizon, Inc. across 3 plan years on file
Across the 3 plan years Safe Horizon, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $37M to $52M, a gain of 40.5%, while reported participants moved from 1,465 to 1,594 (+8.8%). Peak year by sponsor assets: 2024 ($52M); trough: 2022 ($37M).
Safe Horizon, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,465 | $37M |
| 2023 | 2 | 1,521 | $45M |
| 2024 | 2 | 1,594 | $52M |
Safe Horizon, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 132946970 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Safe Horizon 401(a) Retirement Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Safe Horizon 401(a) Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Safe Horizon 401(a) Retirement Savings Plan's numbers.
- By total assets, Safe Horizon 401(a) Retirement Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Safe Horizon, Inc.'s sponsor-wide assets have grown 40.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans