401(k) · DOL Form 5500 · 2023

Safe Haven Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 1,497
Participants Near avg headcount: 69th
Percentile by assets National rank: $10,859
Avg per participant Low balance/head

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Official DOL plan name: Safe Haven Security 401(k) Plan · Sponsored by Safe Haven Holdings Inc. · Missouri · Administrative & Support Services

$16M in assets, 1,497 participants

Safe Haven Holdings Inc.'s Safe Haven Security 401(k) Plan reported $16M in total assets and 1,497 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#3,652 in Administrative & Support Services (4,372 peers)

Coverage in Missouri

Safe Haven Security 401(k) Plan covers 1,497 participants in Missouri, 2.0x the typical Missouri plan (state average ~737 per filing). Assets: $16M.

#3,652
in Administrative & Support Services (4,372 peers): +57.0%
assets growth YoY

Safe Haven Security 401(k) Plan's outsized position by total assets

Safe Haven Security 401(k) Plan vs every filed plan by assets

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

$16,256,135 Top 31% higher than 69% 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

Safe Haven Security 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe Haven Security 401(k) Plan lands in the large band (1,497 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 854104907 · Safe Haven Holdings Inc. PY 2023 · 401(k)

Safe Haven Security 401(k) Plan · $16M · 1,497 · 69th

RANK $16M
RANK 1,497
RANK 69th
RANK 401(k)
RANK near Everstream Solutions LLC 401(k) Profit Sharing Plan & Trust
RANK ind #3652

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 Administrative & Support Services retirement plans → · Plans in Missouri →

End-of-year total assets ($M) among Safe Haven Security 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$16M
Net Income	$6M
Employer EIN	854104907
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Safe Haven Holdings Inc.)

Latest sponsor-wide plan assets: $20M 25.813583610126265% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	1,497	$16M
2024	1	1,543	$20M

Nearby 401(k) Plans in Missouri

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

Safe Haven Security 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Safe Haven Security 401(k) Plan side-by-side with 3 peers →

Safe Haven Security 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Everstream Solutions LLC 401(k) Profit Sharing Plan & Trust in OH ($16M); by covered participants it is Steamfitters and Plumbers Local Union No 464 401(k) Plan in NE (1,497 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Everstream Solutions LLC 401(k) Profit Sharing Plan & Trust (OH) $16M · 349
Athens Paper Company, Inc. 401(k) Retirement Plan (TN) $16M · 220
Advanced Motion Controls 401(k) Plan (CA) $16M · 123
Kw Mission Critical Engineering, D.P.C. 401(k) Plan (NY) $16M · 137

Similar participant headcount

Nearest other-state filings by covered participants (1,497 participants); asset peers above are excluded.

Steamfitters and Plumbers Local Union No 464 401(k) Plan (NE) 1,497 · 0 off
The Honey Baked Ham Company, LLC 401(k) Plan and Trust (GA) 1,496 · 1 off
Midway Products Group, Inc. 401(k) Plan (MI) 1,496 · 1 off
Jackson Orlando 401(k) Plan (FL) 1,498 · 1 off

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 Haven Security 401(k) Plan assets move in 2023? ▼

Safe Haven Security 401(k) Plan surged - up 57.0% during 2023, from $10M to $16M. Reported net income was $6M.

How have Safe Haven Holdings Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Safe Haven Holdings Inc.'s sponsor-wide assets grew 25.8%, from $16M to $20M.

Which 401(k) plans are similar in size to Safe Haven Security 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Everstream Solutions LLC 401(k) Profit Sharing Plan & Trust in OH ($16M, 349 participants).

Which 401(k) plans cover a similar participant headcount to Safe Haven Security 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Steamfitters and Plumbers Local Union No 464 401(k) Plan in NE (1,497 participants, $108M 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 854104907.