Other · DOL Form 5500 · 2022
Safe Horizon, Inc. Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 786
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $28,583
- Avg per participant Low balance/head
Official DOL plan name: Safe Horizon 403(b) Retirement Savings Plan · Sponsored by Safe Horizon, Inc. · New York · Healthcare & Social Assistance
$22M in assets, 786 participants
Safe Horizon, Inc.'s Safe Horizon 403(b) Retirement Savings Plan reported $22M in total assets and 786 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #16,475 in Healthcare & Social Assistance (20,060 peers)
Where Safe Horizon 403(b) Retirement Savings Plan sits by assets
Safe Horizon 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $22M for 786 participants (~$28,583/participant), down 14.5% in 2022.
- #16,475
- in Healthcare & Social Assistance (20,060 peers)
- -14.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Safe Horizon 403(b) Retirement Savings Plan's outsized position by total assets
Safe Horizon 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,466,189 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Safe Horizon 403(b) 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 403(b) Retirement Savings Plan sits mid-pack in the medium band (786 participants).
DOL schedule card
Filing strip 132946970 · Safe Horizon, Inc. PY 2022 · Other
Safe Horizon 403(b) Retirement Savings Plan · $22M · 786 · 79th
- ASSETS $22M
- ASSETS 786
- ASSETS 79th
- ASSETS Other
- ASSETS near The Pegasus School DC Retirement Plan
- ASSETS ind #16475
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 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$4M |
| Employer EIN | 132946970 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Safe Horizon, Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,465 | $37M |
| 2023 | 2 | 1,521 | $45M |
| 2024 | 2 | 1,594 | $52M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Safe Horizon 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Pegasus School DC Retirement Plan in CA ($22M); by covered participants it is Colorado College Retirement Benefit Plan in CO (785 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (786 participants); asset peers above are excluded.
- Colorado College Retirement Benefit Plan (CO) 785 · 1 off
- University of Tampa Defined Contribution Retirement Plan (FL) 787 · 1 off
- Agrace Hospicecare Employee Retirement Plan (WI) 784 · 2 off
- Simmons University Retirement Plan (MA) 789 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.