Profit Sharing · DOL Form 5500 · 2023

Safe Horizon, Inc. Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
638
Participants Below avg headcount
70th
Percentile by assets National rank
$27,679
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Safe Horizon 401(a) Retirement Savings Plan · Sponsored by Safe Horizon, Inc. · New York · Healthcare & Social Assistance

$18M in assets, 638 participants

Safe Horizon, Inc.'s Safe Horizon 401(a) Retirement Savings Plan reported $18M in total assets and 638 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,266 in Healthcare & Social Assistance (17,684 peers)

Safe Horizon, Inc. multi-year trail

Safe Horizon, Inc.'s plans moved +40.5% in assets from 2022 to 2024; this filing shows Safe Horizon 401(a) Retirement Savings Plan at $18M / 638 participants.

#13,266
in Healthcare & Social Assistance (17,684 peers)
+21.4%
assets growth YoY

Safe Horizon 401(a) Retirement Savings Plan's outsized position by total assets

Safe Horizon 401(a) Retirement Savings Plan vs every filed plan by assets

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

$17,659,177 Top 30% higher than 70% 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

Safe Horizon 401(a) Retirement Savings 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. Safe Horizon 401(a) Retirement Savings Plan sits mid-pack in the medium band (638 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe Horizon 401(a) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Safe Horizon 401(a) Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Safe Horizon 401(a) Retirement Savings Plan reported participants fell from 679 in the plan year 2022 filing to 638 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132946970 · Safe Horizon, Inc. PY 2023 · Profit Sharing

Safe Horizon 401(a) Retirement Savings Plan · $18M · 638 · 70th

  • VS-ST $18M
  • VS-ST 638
  • VS-ST 70th
  • VS-ST Profit Sharing
  • VS-ST near Nea Member Benefits Defined Contribution Retirement Plan
  • VS-ST ind #13266

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 New York →

Safe Horizon 401(a) Retirement Savings Plan in the asset neighbourhood

Lowell Anesthesiology Service, Inc. Profit Sharing PlanLowell Anesthesiology Servic…$18MNea Member Benefits Defined Contribution Retirement PlanNea Member Benefits Defined …$18MLakeside Supply Company Profit Sharing Plan and TrustLakeside Supply Company Prof…$18MSafe Horizon 401(a) Retirement Savings PlanSafe Horizon 401(a) Retireme…$18MHellas Construction, Inc 401(k) Plan Construction, Inc 401(k) PlanHellas Construction, Inc 401…$18M
End-of-year total assets ($M) among Safe Horizon 401(a) Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Safe Horizon, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Safe Horizon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 40.47576657678687% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37M $52M ▲ +40.5%
Year Plans Participants Total Assets
2022 2 1,465 $37M
2023 2 1,521 $45M
2024 2 1,594 $52M

Safe Horizon, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN132946970
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Safe Horizon 401(a) Retirement Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Safe Horizon 401(a) Retirement Savings Plan, Total assets ($B): 0.017659177 · Participants: 638Safe Horizon 401(a) Retirement Savings PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Safe Horizon 401(a) Retirement Savings Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Safe Horizon 401(a) Retirement Savings Plan side-by-side with 3 peers →

Safe Horizon 401(a) Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Nea Member Benefits Defined Contribution Retirement Plan in MD ($18M); by covered participants it is Eah, Inc. Retirement Plan in CA (639 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (638 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 Safe Horizon 401(a) Retirement Savings Plan assets move in 2023? ▼
Safe Horizon 401(a) Retirement Savings Plan grew sharply - up 21.4% during 2023, from $15M to $18M. Reported net income was $3M.
How have Safe Horizon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safe Horizon, Inc.'s sponsor-wide assets grew 40.5%, from $37M to $52M.
Which Profit Sharing plans are similar in size to Safe Horizon 401(a) Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nea Member Benefits Defined Contribution Retirement Plan in MD ($18M, 64 participants).
Which Profit Sharing plans cover a similar participant headcount to Safe Horizon 401(a) Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Eah, Inc. Retirement Plan in CA (639 participants, $37M 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 132946970.

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.