401(k) · DOL Form 5500 · 2022

Safeguard US Holdco Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
190
Participants Below avg headcount
49th
Percentile by assets National rank
$24,574
Avg per participant Low balance/head
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Official DOL plan name: Safeguard US Holdco Inc. Retirement Plan · Sponsored by Safeguard US Holdco Inc. · North Carolina · Manufacturing

$5M in assets, 190 participants

Safeguard US Holdco Inc.'s Safeguard US Holdco Inc. Retirement Plan reported $5M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,739 in Manufacturing (20,602 peers)

Coverage in North Carolina

Safeguard US Holdco Inc. Retirement Plan covers 190 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#6,739
in Manufacturing (20,602 peers)
-12.9%
assets change YoY

The plan reported a net loss of $692K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Safeguard US Holdco Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Safeguard US Holdco Inc. Retirement Plan vs every filed plan by assets

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

$4,669,050 49th percentile higher than 49% 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

Safeguard US Holdco Inc. Retirement 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. Safeguard US Holdco Inc. Retirement Plan sits mid-pack in the medium band (190 participants).

DOL schedule card

Filing strip 844016887 · Safeguard US Holdco Inc. PY 2022 · 401(k)

Safeguard US Holdco Inc. Retirement Plan · $5M · 190 · 49th

  • IND $5M
  • EOY 190
  • 5500 49th
  • ASSETS 401(k)
  • PCT near Vitamin Angels 401(k) Plan
  • EIN ind #6739

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 Manufacturing retirement plans → · Plans in North Carolina →

Safeguard US Holdco Inc. Retirement Plan in the asset neighbourhood

Safeguard US Holdco Inc. Retirement PlanSafeguard US Holdco Inc. Ret…$5MVitamin Angels 401(k) Plan$5MSuperior Foods Company 401(k) Profit Sharing PlanSuperior Foods Company 401(k…$5MPeters Scofield, Apc$5MCommentsold, LLC 401(k) Plan$5M
End-of-year total assets ($M) among Safeguard US Holdco Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$692K
Employer EIN844016887
Plan Effective Date2020-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safeguard US Holdco Inc.)

Sponsor-wide plan assets over time

All Safeguard US Holdco Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 24.513980360030413% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.67M $5.81M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 190 $5M
2023 1 169 $5M
2024 1 156 $6M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Safeguard US Holdco Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Safeguard US Holdco Inc. Retirement Plan, Total assets ($B): 0.00466905 · Participants: 190Safeguard US Holdco Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Safeguard US Holdco Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Safeguard US Holdco Inc. Retirement Plan side-by-side with 3 peers →

Safeguard US Holdco Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Vitamin Angels 401(k) Plan in CA ($5M); by covered participants it is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Safeguard US Holdco Inc. Retirement Plan assets move in 2022? ▼
Safeguard US Holdco Inc. Retirement Plan pulled back noticeably - down 12.9% during 2022, from $5M to $5M. Reported net income was -$692K.
How have Safeguard US Holdco Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safeguard US Holdco Inc.'s sponsor-wide assets grew 24.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Safeguard US Holdco Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vitamin Angels 401(k) Plan in CA ($5M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Safeguard US Holdco Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants, $18M 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 844016887.

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.