Other · DOL Form 5500 · 2022

Safe Horizon, Inc. Retirement Plan

Data updated 2026-08-11

$22M
Total assets
786
Participants
79th
Percentile by assets
$28,583
Avg per participant
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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.

  • 79th percentile by assets (of 139,126 plans)
  • #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.

$22M
total plan assets (2022 EOY)
786
covered participants
79th
percentile by assets (of 139,126 plans)
$28,583
avg assets per participant

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.

Where Safe Horizon 403(b) Retirement Savings Plan sits 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

This plan $0 $2,010,000,000 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 403(b) Retirement Savings Plan vs the 2022 asset distribution

By assets, Safe Horizon 403(b) Retirement Savings Plan outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN132946970
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safe Horizon, Inc.)

$35M$40M$45M$50M$55M 202220232024 $37M $52M ▲ +40.5%
Total plan assets by year, all Safe Horizon, Inc. plans on file
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.

Safe Horizon 403(b) Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Safe Horizon 403(b) …, Total assets ($B): 0.022466189 · Participants: 786Safe Horizon 403(b) …Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
Safe Horizon 403(b) Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Safe Horizon 403(b) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Safe Horizon 403(b) Retirement Savings Plan assets move in 2022?
Safe Horizon 403(b) Retirement Savings Plan pulled back noticeably - down 14.5% during 2022, from $26M to $22M. Reported net income was -$4M.
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.
Where does Safe Horizon 403(b) Retirement Savings Plan rank by assets among Form 5500 filers?
Safe Horizon 403(b) Retirement Savings Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Safe Horizon 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is The Pegasus School DC Retirement Plan in CA ($22M, 109 participants).

Next read for Safe Horizon 403(b) Retirement Savings P…

Scale reading

Ways to act on Safe Horizon 403(b) Retirement Savings Plan's numbers.