401(k) · DOL Form 5500 · 2023
Safeguard Properties Management, LLC 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 333
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $82,492
- Avg per participant Below avg balance/head
Official DOL plan name: Safeguard Properties Management, LLC 401(k) Profit Sharing Plan · Sponsored by Safeguard Properties Management, LLC · Ohio · Real Estate
$27M in assets, 333 participants
Safeguard Properties Management, LLC's Safeguard Properties Management, LLC 401(k) Profit Sharing Plan reported $27M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #4,261 in Real Estate (4,727 peers)
Coverage in Ohio
Safeguard Properties Management, LLC 401(k) Profit Sharing Plan covers 333 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $27M.
- #4,261
- in Real Estate (4,727 peers)
- +17.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Safeguard Properties Management, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Safeguard Properties Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,469,763 Top 22% higher than 78% 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
Safeguard Properties Management, LLC 401(k) Profit Sharing Plan 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. Safeguard Properties Management, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (333 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safeguard Properties Management, LLC 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Safeguard Properties Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Safeguard Properties Management, LLC 401(k) Profit Sharing Plan reported participants rose from 329 in the plan year 2022 filing to 333 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 900881590 · Safeguard Properties Management, LLC PY 2023 · 401(k)
Safeguard Properties Management, LLC 401(k) Profit Sharing Plan · $27M · 333 · 78th
- SCH $27M
- EBSA 333
- PART 78th
- TYPE 401(k)
- NET near May Manufacturing, LLC 401(k) Profit Sharing Plan
- BOOK ind #4261
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 Real Estate retirement plans → · Plans in Ohio →
Safeguard Properties Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 900881590 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Safeguard Properties Management, LLC)
Sponsor-wide plan assets over time
All Safeguard Properties Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 28.129261277763767% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $23M |
| 2023 | 1 | 333 | $27M |
| 2024 | 1 | 320 | $30M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Safeguard Properties Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is May Manufacturing, LLC 401(k) Profit Sharing Plan in NV ($27M); by covered participants it is Lookout, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- May Manufacturing, LLC 401(k) Profit Sharing Plan (NV) $27M · 203
- Multistudio Inc 401(k) Profit Sharing Plan (MO) $27M · 132
- Mmc Holding of Brooklyn, Inc. 401(k) Plan (NY) $27M · 195
- Grafana Labs Retirement Plan (NY) $27M · 550
Similar participant headcount
Nearest other-state filings by covered participants (333 participants); asset peers above are excluded.
- Lookout, Inc. 401(k) Plan (CA) 333 · 0 off
- Paulo Products Company 401(k) Plan (MO) 333 · 0 off
- Blue Plate 401(k) Plan (MN) 333 · 0 off
- Technical Resources International, Inc. 401(k) Profit Sharing Plan (MD) 333 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.