401(k) · DOL Form 5500 · 2023

Safehold Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
141
Participants Small participant base
87th
Percentile by assets National rank
$400,315
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Safehold Savings and Retirement Plan Trust · Sponsored by Safehold Inc. · New York · Finance & Insurance

$56M in assets, 141 participants

Safehold Inc.'s Safehold Savings and Retirement Plan Trust reported $56M in total assets and 141 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.

  • #7,061 in Finance & Insurance (8,869 peers)

Coverage in New York

Safehold Savings and Retirement Plan Trust covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $56M.

#7,061
in Finance & Insurance (8,869 peers)
+2.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Safehold Savings and Retirement Plan Trust's outsized position by total assets

Safehold Savings and Retirement Plan Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$56,444,368 Top 13% higher than 87% of 127,068 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 2023

Safehold Savings and Retirement Plan Trust 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. Safehold Savings and Retirement Plan Trust sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safehold Savings and Retirement Plan Trust reported net income rose from -$16M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Safehold Savings and Retirement Plan Trust end-of-year assets rose from $55M in the plan year 2022 filing to $56M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 956881527 · Safehold Inc. PY 2023 · 401(k)

Safehold Savings and Retirement Plan Trust · $56M · 141 · 87th

  • TYPE $56M
  • NET 141
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near Cassens Retirement Plan
  • SCH ind #7061

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 →

Safehold Savings and Retirement Plan Trust in the asset neighbourhood

Cassens Retirement Plan$56MGable & Gotwals 401(k) Profit Sharing PlanGable & Gotwals 401(k) Profi…$56MSafehold Savings and Retirement Plan TrustSafehold Savings and Retirem…$56MApplied Aerospace 401(k) Savings PlanApplied Aerospace 401(k) Sav…$56MTech-Etch, Inc. 401(k) Plan$56M
End-of-year total assets ($M) among Safehold Savings and Retirement Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$56M
Net Income$1M
Employer EIN956881527
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safehold Inc.)

Sponsor-wide plan assets over time

All Safehold Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.552022673927889% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $55M $63M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 141 $55M
2023 1 141 $56M
2024 1 92 $63M

Nearby 401(k) Plans in New York

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

Safehold Savings and Retirement Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Safehold Savings and Retirement Plan Trust, Total assets ($B): 0.056444368 · Participants: 141Safehold Savings and Retirement Plan TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Safehold Savings and Retirement Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Safehold Savings and Retirement Plan Trust side-by-side with 3 peers →

Safehold Savings and Retirement Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cassens Retirement Plan in IL ($56M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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.

Frequently Asked Questions

How did Safehold Savings and Retirement Plan Trust assets move in 2023? ▼
Safehold Savings and Retirement Plan Trust edged up modestly - up 2.6% during 2023, from $55M to $56M. Reported net income was $1M.
How have Safehold Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safehold Inc.'s sponsor-wide assets grew 14.6%, from $55M to $63M.
Where does Safehold Savings and Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Safehold Savings and Retirement Plan Trust ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Safehold Savings and Retirement Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cassens Retirement Plan in IL ($56M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Safehold Savings and Retirement Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 956881527.

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.