Other · DOL Form 5500 · 2022
Safer Foundation Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 491
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $17,764
- Avg per participant Low balance/head
Official DOL plan name: Safer Foundation 403(b) Savings Plan · Sponsored by Safer Foundation · Illinois · Other Services
$9M in assets, 491 participants
Safer Foundation's Safer Foundation 403(b) Savings Plan reported $9M in total assets and 491 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,541 in Other Services (8,398 peers)
2022 asset change
Safer Foundation 403(b) Savings Plan declined sharply 20.7% in 2022 ($11M → $9M) for 491 participants.
- #6,541
- in Other Services (8,398 peers)
- -20.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Safer Foundation 403(b) Savings Plan's mid-pack asset rank among Other Services and all filers
Safer Foundation 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,722,036 Top 38% higher than 62% 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
Safer Foundation 403(b) 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. Safer Foundation 403(b) Savings Plan sits mid-pack in the medium band (491 participants).
DOL schedule card
Filing strip 362762168 · Safer Foundation PY 2022 · Other
Safer Foundation 403(b) Savings Plan · $9M · 491 · 62nd
- EBSA $9M
- PART 491
- TYPE 62nd
- NET Other
- BOOK near Big Bend Hospice Retirement Plan
- VS-ST ind #6541
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 Other Services retirement plans → · Plans in Illinois →
Safer Foundation 403(b) Savings Plan in the asset neighbourhood
Safer Foundation years around the 2022 move
Sponsor-wide plan assets over time
All Safer Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 6.6020938230477375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 491 | $9M |
| 2023 | 1 | 273 | $9M |
| 2024 | 1 | 282 | $9M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 362762168 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Safer Foundation 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Big Bend Hospice Retirement Plan in FL ($9M); by covered participants it is Ncaa 403(b) Savings Plan in IN (491 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (491 participants); asset peers above are excluded.
- Ncaa 403(b) Savings Plan (IN) 491 · 0 off
- Saint Francis University Retirement Plan (PA) 491 · 0 off
- Effingham Hospital Tsa Plan (GA) 491 · 0 off
- National Center on Institutions & Alternatives 403(b) Plan (MD) 491 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.