Profit Sharing · DOL Form 5500 · 2023
Safe Horizon, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 638
- Participants
- 70th
- Percentile by assets
- $27,679
- Avg per participant
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.
- 70th percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 638
- covered participants
- 70th
- percentile by assets (of 127,072 plans)
- $27,679
- avg assets per participant
Where Safe Horizon 401(a) Retirement Savings Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Safe Horizon, Inc. across 3 plan years on file
Across the 3 plan years Safe Horizon, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $37M to $52M, a gain of 40.5%, while reported participants moved from 1,465 to 1,594 (+8.8%). Peak year by sponsor assets: 2024 ($52M); trough: 2022 ($37M).
Safe Horizon, Inc. multi-year asset trail
| 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 EIN | 132946970 |
| Plan Effective Date | 1978-07-01 |
| Filing Status | FILING 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
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Safe Horizon 401(a) Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Safe Horizon 401(a) Retirement Savings Plan assets move in 2023? ▼
How have Safe Horizon, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Safe Horizon 401(a) Retirement Savings Plan? ▼
Next read for Safe Horizon 401(a) Retirement Savings P…
Multi-year trail
Ways to act on Safe Horizon 401(a) Retirement Savings Plan's numbers.
- By total assets, Safe Horizon 401(a) Retirement Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Safe Horizon, Inc.'s sponsor-wide assets have grown 40.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans