Other · DOL Form 5500 · 2023

Safe Horizon, Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
883
Participants Near avg headcount
78th
Percentile by assets National rank
$30,747
Avg per participant Low balance/head
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Official DOL plan name: Safe Horizon 403(b) Retirement Savings Plan · Sponsored by Safe Horizon, Inc. · New York · Healthcare & Social Assistance

$27M in assets, 883 participants

Safe Horizon, Inc.'s Safe Horizon 403(b) Retirement Savings Plan reported $27M in total assets and 883 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.

  • #14,354 in Healthcare & Social Assistance (17,684 peers)

Where Safe Horizon 403(b) Retirement Savings Plan sits by assets

Safe Horizon 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $27M for 883 participants (~$30,747/participant), up 20.8% in 2023.

#14,354
in Healthcare & Social Assistance (17,684 peers)
+20.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Safe Horizon 403(b) Retirement Savings Plan's outsized position by total assets

Safe Horizon 403(b) Retirement Savings Plan vs every filed plan by assets

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

$27,149,268 Top 22% higher than 78% 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 403(b) 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 403(b) Retirement Savings Plan sits mid-pack in the medium band (883 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe Horizon 403(b) Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Safe Horizon 403(b) Retirement Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Safe Horizon 403(b) Retirement Savings Plan reported participants rose from 786 in the plan year 2022 filing to 883 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 · Other

Safe Horizon 403(b) Retirement Savings Plan · $27M · 883 · 78th

  • ASSETS $27M
  • ASSETS 883
  • ASSETS 78th
  • ASSETS Other
  • ASSETS near California Community Foundation, Inc. Retirement Plan
  • ASSETS ind #14354

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 403(b) Retirement Savings Plan in the asset neighbourhood

Far Hills Country Day School Defined Contribution Retirement PlanFar Hills Country Day School…$27MSafe Horizon 403(b) Retirement Savings PlanSafe Horizon 403(b) Retireme…$27MCalifornia Community Foundation, Inc. Retirement PlanCalifornia Community Foundat…$27MFulton County Health Center Tax Deferred Annuity PlanFulton County Health Center …$27MAmerican Association of Community Colleges 403(b) DC PlanAmerican Association of Comm…$27M
End-of-year total assets ($M) among Safe Horizon 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN132946970
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safe Horizon, Inc.)

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

Nearby Other Plans in New York

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

Safe Horizon 403(b) Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Safe Horizon 403(b) Retirement Savings Plan, Total assets ($B): 0.027149268 · Participants: 883Safe Horizon 403(b) Retirement Savings PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Safe Horizon 403(b) Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare Safe Horizon 403(b) Retirement Savings Plan side-by-side with 3 peers →

Safe Horizon 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is California Community Foundation, Inc. Retirement Plan in CA ($27M); by covered participants it is Hope Hospice and Community Services, Inc. 403(b) Plan in FL (882 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (883 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 403(b) Retirement Savings Plan assets move in 2023? ▼
Safe Horizon 403(b) Retirement Savings Plan grew sharply - up 20.8% during 2023, from $22M to $27M. Reported net income was $5M.
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.
Where does Safe Horizon 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Safe Horizon 403(b) Retirement Savings Plan ranks in the 78th 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 Other plans are similar in size to Safe Horizon 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is California Community Foundation, Inc. Retirement Plan in CA ($27M, 74 participants).
Which Other plans cover a similar participant headcount to Safe Horizon 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Hope Hospice and Community Services, Inc. 403(b) Plan in FL (882 participants, $22M 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.