401(k) · DOL Form 5500 · 2023
Richard J. Caron Foundation 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 707
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $79,254
- Avg per participant Below avg balance/head
Official DOL plan name: Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation · Sponsored by Richard J. Caron Foundation · Pennsylvania · Healthcare & Social Assistance
$56M in assets, 707 participants
Richard J. Caron Foundation's Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation reported $56M in total assets and 707 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,686 in Healthcare & Social Assistance (17,684 peers)
Where Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation sits by assets
Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation sits in the top quartile of all filed plans by assets, $56M for 707 participants (~$79,254/participant), up 18.3% in 2023.
- #15,686
- in Healthcare & Social Assistance (17,684 peers)
- +18.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation's outsized position by total assets
Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,032,914 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation sits mid-pack in the medium band (707 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation end-of-year assets rose from $47M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation reported participants fell from 716 in the plan year 2022 filing to 707 in the plan year 2023 filing.
DOL schedule card
Filing strip 236050680 · Richard J. Caron Foundation PY 2023 · 401(k)
Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation · $56M · 707 · 87th
- RANK $56M
- RANK 707
- RANK 87th
- RANK 401(k)
- RANK near Harmonycares 401(k) Plan
- RANK ind #15686
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 Pennsylvania →
Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $9M |
| Employer EIN | 236050680 |
| Plan Effective Date | 1971-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Richard J. Caron Foundation)
Sponsor-wide plan assets over time
All Richard J. Caron Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 28.85007440147902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 716 | $47M |
| 2023 | 1 | 707 | $56M |
| 2024 | 1 | 676 | $61M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Safe-Habor 401(k) Profit-Sharing Plan for Employees of Richard J. Caron Foundation's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Harmonycares 401(k) Plan in MI ($56M); by covered participants it is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (707 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Harmonycares 401(k) Plan (MI) $56M · 1,607
- Unified Door and Hardware Group 401(k) Profit Sharing Plan (NJ) $56M · 828
- Symmes, Maini & Mckee Associates, Inc. 401(k) Plan (MA) $56M · 211
- Cryogenic Industries 401(k) Plan (CA) $56M · 676
Similar participant headcount
Nearest other-state filings by covered participants (707 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.