Profit Sharing · DOL Form 5500 · 2022

Safe Horizon, Inc. Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
679
Participants Below avg headcount
72nd
Percentile by assets National rank
$21,426
Avg per participant Low balance/head
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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.

  • #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.

#15,347
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

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 401(a) Retirement Savings Plan's outsized position by total assets

Safe Horizon 401(a) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,548,433 Top 28% higher than 72% of 139,123 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 2022

Safe Horizon 401(a) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe Horizon 401(a) Retirement Savings Plan sits mid-pack in the medium band (679 participants).

DOL schedule card

Filing strip 132946970 · Safe Horizon, Inc. PY 2022 · Profit Sharing

Safe Horizon 401(a) Retirement Savings Plan · $15M · 679 · 72nd

  • EIN $15M
  • EIN 679
  • EIN 72nd
  • EIN Profit Sharing
  • EIN near Santa Fe Preparatory School DC Retirement Plan
  • EIN ind #15347

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 New York →

Safe Horizon 401(a) Retirement Savings Plan in the asset neighbourhood

IBEW Local 688 Retirement FundIBEW Local 688 Retirement Fu…$15MRavenswood Family Health Center 403(b) PlanRavenswood Family Health Cen…$15MSafe Horizon 401(a) Retirement Savings PlanSafe Horizon 401(a) Retireme…$15MSanta Fe Preparatory School DC Retirement PlanSanta Fe Preparatory School …$15MMatrix Partners Management Services, L. P. Profit Sharing PlanMatrix Partners Management S…$15M
End-of-year total assets ($M) among Safe Horizon 401(a) Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Safe Horizon, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Safe Horizon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 40.47576657678687% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37M $52M ▲ +40.5%
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 EIN132946970
Plan Effective Date1986-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Safe Horizon 401(a) Retirement Savings Plan, Total assets ($B): 0.014548433 · Participants: 679Safe Horizon 401(a) Retirement Savings PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Safe Horizon 401(a) Retirement Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Safe Horizon 401(a) Retirement Savings Plan side-by-side with 3 peers →

Safe Horizon 401(a) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Santa Fe Preparatory School DC Retirement Plan in NM ($15M); by covered participants it is The Scoular Company Profit Sharing Retirement Plan in NE (679 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (679 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Safe Horizon 401(a) Retirement Savings Plan assets move in 2022? ▼
Safe Horizon 401(a) Retirement Savings Plan pulled back noticeably - down 14.7% during 2022, from $17M to $15M. Reported net income was -$3M.
How have Safe Horizon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safe Horizon, Inc.'s sponsor-wide assets grew 40.5%, from $37M to $52M.
Which Profit Sharing plans are similar in size to Safe Horizon 401(a) Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Santa Fe Preparatory School DC Retirement Plan in NM ($15M, 174 participants).
Which Profit Sharing plans cover a similar participant headcount to Safe Horizon 401(a) Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Scoular Company Profit Sharing Retirement Plan in NE (679 participants, $145M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132946970.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.