401(k) · DOL Form 5500 · 2023

Safeguard Operations, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
209
Participants Below avg headcount
60th
Percentile by assets National rank
$50,447
Avg per participant Low balance/head
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Official DOL plan name: Safeguard Operations 401(k) Plan · Sponsored by Safeguard Operations, LLC · Georgia · Real Estate

$11M in assets, 209 participants

Safeguard Operations, LLC's Safeguard Operations 401(k) Plan reported $11M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,647 in Real Estate (4,727 peers)

Coverage in Georgia

Safeguard Operations 401(k) Plan covers 209 participants in Georgia, about 19% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#3,647
in Real Estate (4,727 peers)
+14.4%
assets growth YoY

Safeguard Operations 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Safeguard Operations 401(k) Plan vs every filed plan by assets

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

$10,543,453 Top 40% higher than 60% 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

Safeguard Operations 401(k) 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 Operations 401(k) Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safeguard Operations 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Safeguard Operations 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Safeguard Operations 401(k) Plan reported participants rose from 194 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 522288756 · Safeguard Operations, LLC PY 2023 · 401(k)

Safeguard Operations 401(k) Plan · $11M · 209 · 60th

  • PCT $11M
  • PCT 209
  • PCT 60th
  • PCT 401(k)
  • PCT near C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan
  • PCT ind #3647

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 Georgia →

Safeguard Operations 401(k) Plan in the asset neighbourhood

Safeguard Operations 401(k) PlanSafeguard Operations 401(k) …$11MC.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings PlanC.C. Johnson & Malhotra, PC …$11MThe Merion Cricket Club 401(k) PlanThe Merion Cricket Club 401(…$11MProbitas Funds Group, L.L.C. 401(k) Profit Sharing PlanProbitas Funds Group, L.L.C.…$11MVector Controls 401(k) Retirement PlanVector Controls 401(k) Retir…$11M
End-of-year total assets ($M) among Safeguard Operations 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN522288756
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safeguard Operations, LLC)

Sponsor-wide plan assets over time

All Safeguard Operations, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 35.35485700357438% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.22M $12.5M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 194 $9M
2023 1 209 $11M
2024 1 200 $12M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Safeguard Operations 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Safeguard Operations 401(k) Plan, Total assets ($B): 0.010543453 · Participants: 209Safeguard Operations 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Safeguard Operations 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Safeguard Operations 401(k) Plan side-by-side with 3 peers →

Safeguard Operations 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan in MD ($11M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Safeguard Operations 401(k) Plan assets move in 2023? ▼
Safeguard Operations 401(k) Plan grew at a solid clip - up 14.4% during 2023, from $9M to $11M. Reported net income was $1M.
How have Safeguard Operations, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safeguard Operations, LLC's sponsor-wide assets grew 35.4%, from $9M to $12M.
Which 401(k) plans are similar in size to Safeguard Operations 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan in MD ($11M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Safeguard Operations 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 522288756.

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.