Defined Benefit (Pension) · DOL Form 5500 · 2023

Safeguard, Inc.. Pension Plan

Data updated 2026-08-25

$686K
Total assets Small plan by assets
11
Participants Small participant base
20th
Percentile by assets National rank
$62,332
Avg per participant Low balance/head
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Official DOL plan name: Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan · Sponsored by Safeguard, Inc.. · New York · Agriculture, Forestry & Fishing

$686K in assets, 11 participants

Safeguard, Inc..'s Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan reported $686K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #235 in Agriculture, Forestry & Fishing (1,288 peers)

2023 asset change

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan contracted severely 34.3% in 2023 ($1M → $686K) for 11 participants.

#235
in Agriculture, Forestry & Fishing (1,288 peers)
-34.3%
assets change YoY

The plan reported a net loss of $358K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan among the smaller filed plans by assets

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$685,649 20th percentile higher than 20% 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

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan is a small filing (11 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 113219825 · Safeguard, Inc.. PY 2023 · Defined Benefit (Pension)

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan · $686K · 11 · 20th

  • ASSETS $686K
  • ASSETS 11
  • ASSETS 20th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Family Urgent Care & Industrial Medical Clinic, Inc. Defined Benefit Pension Plan
  • ASSETS ind #235

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan in the asset neighbourhood

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension PlanForestwood Industries Inc. a…$686KFamily Urgent Care & Industrial Medical Clinic, Inc. Defined Benefit Pension PlanFamily Urgent Care & Industr…$685KGreenlee Retirement Plan for Employees in a Collective Bargaining UnitGreenlee Retirement Plan for…$684KR.P.S. Engineering, Inc. Retirement Plan & TrustR.P.S. Engineering, Inc. Ret…$682KCountry Select Catfish Pension Plan for Hourly EmployeesCountry Select Catfish Pensi…$680K
End-of-year total assets ($M) among Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Safeguard, Inc.. years around the 2023 move

Sponsor-wide plan assets over time

All Safeguard, Inc.. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20232024 $0.69M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 11 $686K
2024 1 2 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$686K
Net Income-$358K
Employer EIN113219825
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan, Total assets ($B): 0.000685649 · Participants: 11Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Family Urgent Care & Industrial Medical Clinic, Inc. Defined Benefit Pension Plan in CA ($685K); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan assets move in 2023? ▼
Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan contracted severely - down 34.3% during 2023, from $1M to $686K. Reported net income was -$358K.
Where does Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Family Urgent Care & Industrial Medical Clinic, Inc. Defined Benefit Pension Plan in CA ($685K, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M 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 113219825.

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.