Defined Benefit (Pension) · DOL Form 5500 · 2022
Safe Harbor Asset Management, Inc. Pension Plan
Data updated 2026-08-25
- $334K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $83,474
- Avg per participant Below avg balance/head
Official DOL plan name: Safe Harbor Asset Management, Inc. Cash Balance Plan · Sponsored by Safe Harbor Asset Management, Inc. · New York · Finance & Insurance
$334K in assets, 4 participants
Safe Harbor Asset Management, Inc.'s Safe Harbor Asset Management, Inc. Cash Balance Plan reported $334K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.
- #841 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Safe Harbor Asset Management, Inc. Cash Balance Plan holds $334K for 4 participants - about $83,474 per participant, among the smaller plans by assets on file.
- #841
- in Finance & Insurance (9,261 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Safe Harbor Asset Management, Inc. Cash Balance Plan among the smaller filed plans by assets
Safe Harbor Asset Management, Inc. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$333,894 15th percentile higher than 15% 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 Harbor Asset Management, Inc. Cash Balance Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe Harbor Asset Management, Inc. Cash Balance Plan is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 113280093 · Safe Harbor Asset Management, Inc. PY 2022 · Defined Benefit (Pension)
Safe Harbor Asset Management, Inc. Cash Balance Plan · $334K · 4 · 15th
- RANK $334K
- RANK 4
- RANK 15th
- RANK Defined Benefit (Pension)
- RANK near Brilliant Consulting Group Defined Benefit Pension Plan
- RANK ind #841
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 Finance & Insurance retirement plans → · Plans in New York →
Safe Harbor Asset Management, Inc. Cash Balance Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $338K |
|---|---|
| Net Assets (End of Year) | $334K |
| Net Income | -$4K |
| Employer EIN | 113280093 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Safe Harbor Asset Management, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Brilliant Consulting Group Defined Benefit Pension Plan in CA ($336K); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($334K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.