Money Purchase · DOL Form 5500 · 2023

Safety Marking, Inc. Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
138
Participants Small participant base
52nd
Percentile by assets National rank
$53,188
Avg per participant Low balance/head
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Official DOL plan name: Safety Marking, Inc. Money Purchase Pension Plan · Sponsored by Safety Marking, Inc. · Connecticut · Manufacturing

$7M in assets, 138 participants

Safety Marking, Inc.'s Safety Marking, Inc. Money Purchase Pension Plan reported $7M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,830 in Manufacturing (18,722 peers)

Coverage in Connecticut

Safety Marking, Inc. Money Purchase Pension Plan covers 138 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $7M.

#6,830
in Manufacturing (18,722 peers)
+23.7%
assets growth YoY

Safety Marking, Inc. Money Purchase Pension Plan's mid-pack asset rank among Manufacturing and all filers

Safety Marking, Inc. Money Purchase Pension Plan vs every filed plan by assets

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

$7,339,932 Top 48% higher than 52% 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

Safety Marking, Inc. Money Purchase Pension 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. Safety Marking, Inc. Money Purchase Pension Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safety Marking, Inc. Money Purchase Pension Plan reported net income rose from -$482K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Safety Marking, Inc. Money Purchase Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Safety Marking, Inc. Money Purchase Pension Plan reported participants rose from 134 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 061267005 · Safety Marking, Inc. PY 2023 · Money Purchase

Safety Marking, Inc. Money Purchase Pension Plan · $7M · 138 · 52nd

  • PART $7M
  • TYPE 138
  • NET 52nd
  • BOOK Money Purchase
  • VS-ST near Jefferson Community Health Center Inc. Employees Pension Plan
  • BOY ind #6830

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 Manufacturing retirement plans → · Plans in Connecticut →

Safety Marking, Inc. Money Purchase Pension Plan in the asset neighbourhood

Locke & Herbert LLP Retirement PlanLocke & Herbert LLP Retireme…$7MJefferson Community Health Center Inc. Employees Pension PlanJefferson Community Health C…$7MSafety Marking, Inc. Money Purchase Pension PlanSafety Marking, Inc. Money P…$7MSchenk Packing Co., Inc. Money Purchase Pension PlanSchenk Packing Co., Inc. Mon…$7MDr Pepper Snapple Group, Inc. Union Employees Savings PlanDr Pepper Snapple Group, Inc…$7M
End-of-year total assets ($M) among Safety Marking, Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN061267005
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safety Marking, Inc.)

Sponsor-wide plan assets over time

All Safety Marking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 30.015529352529608% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 254 $14M
2023 2 252 $16M
2024 2 311 $18M

Nearby Money Purchase Plans in Connecticut

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Safety Marking, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Safety Marking, Inc. Money Purchase Pension Plan, Total assets ($M): 7.339932 · Participants: 138Safety Marking, Inc. Money Purchase Pension PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 746.047151 · Participants: 8403New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 173.736211 · Participants: 626Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 78.724205 · Participants: 467Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 36.06523 · Participants: 447Money Purchase Retirement Plan of U.a. Local 716IBEW Local No. 223 Deferred Income Plan, Total assets ($M): 27.50459 · Participants: 556IBEW Local No. 223 Deferred Income Plan
Safety Marking, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Safety Marking, Inc. Money Purchase Pension Plan side-by-side with 3 peers →

Safety Marking, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Jefferson Community Health Center Inc. Employees Pension Plan in NE ($7M); by covered participants it is Clearfield Hospital Retirement Plan in PA (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Safety Marking, Inc. Money Purchase Pension Plan assets move in 2023? ▼
Safety Marking, Inc. Money Purchase Pension Plan grew sharply - up 23.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Safety Marking, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safety Marking, Inc.'s sponsor-wide assets grew 30.0%, from $14M to $18M.
Which Money Purchase plans are similar in size to Safety Marking, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Jefferson Community Health Center Inc. Employees Pension Plan in NE ($7M, 255 participants).
Which Money Purchase plans cover a similar participant headcount to Safety Marking, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Clearfield Hospital Retirement Plan in PA (138 participants, $9M 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 061267005.

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.