401(k) · DOL Form 5500 · 2024
Safe Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 324
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $116,368
- Avg per participant Below avg balance/head
Official DOL plan name: Safe Federal Credit Union 401(k) Plan · Sponsored by Safe Federal Credit Union · South Carolina · Finance & Insurance
$38M in assets, 324 participants
Safe Federal Credit Union's Safe Federal Credit Union 401(k) Plan reported $38M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #5,976 in Finance & Insurance (8,549 peers)
Where Safe Federal Credit Union 401(k) Plan sits by assets
Safe Federal Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 324 participants (~$116,368/participant), up 13.7% in 2024.
- #5,976
- in Finance & Insurance (8,549 peers)
- +13.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Safe Federal Credit Union 401(k) Plan's outsized position by total assets
Safe Federal Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,703,251 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Safe Federal Credit Union 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe Federal Credit Union 401(k) Plan sits mid-pack in the medium band (324 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe Federal Credit Union 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Safe Federal Credit Union 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $38M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 570374874 · Safe Federal Credit Union PY 2024 · 401(k)
Safe Federal Credit Union 401(k) Plan · $38M · 324 · 81st
- NET $38M
- NET 324
- NET 81st
- NET 401(k)
- NET near Kpa Services, LLC 401(k) Plan
- NET ind #5976
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 Finance & Insurance retirement plans → · Plans in South Carolina →
Safe Federal Credit Union 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $5M |
| Employer EIN | 570374874 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Safe Federal Credit Union)
Sponsor-wide plan assets over time
All Safe Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 37.685636821136875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $27M |
| 2023 | 1 | 322 | $33M |
| 2024 | 1 | 324 | $38M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Safe Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Kpa Services, LLC 401(k) Plan in CO ($38M); by covered participants it is Austin Emergency Center LLC 401(k) Profit Sharing & Trust in TX (324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Kpa Services, LLC 401(k) Plan (CO) $38M · 384
- Nephrology Associates, P.C. Retirement Plan (TN) $38M · 152
- Pats Aircraft, LLC 401(k) Plan (DE) $38M · 187
- Avidity Science Retirement Savings Plan (WI) $38M · 225
Similar participant headcount
Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.
- Austin Emergency Center LLC 401(k) Profit Sharing & Trust (TX) 324 · 0 off
- Tribar Manufacturing, LLC 401(k) Plan (MI) 324 · 0 off
- Sasaki Associates, Inc. 401(k) Profit Sharing Plan (MA) 324 · 0 off
- Tolunay-Wong Engineers, Inc. 401(k) Plan (TX) 324 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.