Other · DOL Form 5500 · 2023
Safer Foundation Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 273
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $33,183
- Avg per participant Low balance/head
Official DOL plan name: Safer Foundation 403(b) Savings Plan · Sponsored by Safer Foundation · Illinois · Other Services
$9M in assets, 273 participants
Safer Foundation's Safer Foundation 403(b) Savings Plan reported $9M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #5,884 in Other Services (7,857 peers)
Coverage in Illinois
Safer Foundation 403(b) Savings Plan covers 273 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $9M.
- #5,884
- in Other Services (7,857 peers)
- +3.9%
- assets growth YoY
Safer Foundation 403(b) Savings Plan's mid-pack asset rank among Other Services and all filers
Safer Foundation 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,058,908 Top 44% higher than 56% 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
Safer Foundation 403(b) 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. Safer Foundation 403(b) Savings Plan sits mid-pack in the medium band (273 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safer Foundation 403(b) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $337K in the plan year 2023 filing.
- Safer Foundation 403(b) Savings Plan reported participants fell from 491 in the plan year 2022 filing to 273 in the plan year 2023 filing.
- Safer Foundation 403(b) Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 362762168 · Safer Foundation PY 2023 · Other
Safer Foundation 403(b) Savings Plan · $9M · 273 · 56th
- PCT $9M
- EIN 273
- RANK 56th
- PHOTO Other
- IND near Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc.
- EOY ind #5884
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 Other Services retirement plans → · Plans in Illinois →
Safer Foundation 403(b) Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $337K |
| Employer EIN | 362762168 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Safer Foundation)
Sponsor-wide plan assets over time
All Safer Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 6.6020938230477375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 491 | $9M |
| 2023 | 1 | 273 | $9M |
| 2024 | 1 | 282 | $9M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Safer Foundation 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. in TN ($9M); by covered participants it is Human Rights Watch Retirement Savings Plan in NY (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.
- Human Rights Watch Retirement Savings Plan (NY) 273 · 0 off
- Madison Community Hospital Tax Deferred Annuity Plan (SD) 273 · 0 off
- Montgomery Hospice Ee & Er Contribution Plan (MD) 273 · 0 off
- Hemsi 403(b) Plan (AL) 273 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.