Money Purchase · DOL Form 5500 · 2024
Safety Marking, Inc. Money Purchase Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $55,263
- Avg per participant Low balance/head
Official DOL plan name: Safety Marking, Inc. Money Purchase Pension Plan · Sponsored by Safety Marking, Inc. · Connecticut · Manufacturing
$9M in assets, 154 participants
Safety Marking, Inc.'s Safety Marking, Inc. Money Purchase Pension Plan reported $9M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #6,600 in Manufacturing (17,777 peers)
Coverage in Connecticut
Safety Marking, Inc. Money Purchase Pension Plan covers 154 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.
- #6,600
- in Manufacturing (17,777 peers)
- +15.9%
- assets growth YoY
Safety Marking, Inc. Money Purchase Pension Plan's mid-pack asset rank among Manufacturing and all filers
Safety Marking, Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,510,487 Top 48% higher than 52% 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
Safety Marking, Inc. Money Purchase Pension 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. Safety Marking, Inc. Money Purchase Pension Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safety Marking, Inc. Money Purchase Pension Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Safety Marking, Inc. Money Purchase Pension Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Safety Marking, Inc. Money Purchase Pension Plan reported participants rose from 138 in the plan year 2023 filing to 154 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 061267005 · Safety Marking, Inc. PY 2024 · Money Purchase
Safety Marking, Inc. Money Purchase Pension Plan · $9M · 154 · 52nd
- BOOK $9M
- VS-ST 154
- BOY 52nd
- SCH Money Purchase
- EBSA near Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan
- PART ind #6600
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 Manufacturing retirement plans → · Plans in Connecticut →
Safety Marking, Inc. Money Purchase Pension Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 061267005 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Safety Marking, Inc.)
Sponsor-wide plan assets over time
All Safety Marking, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 30.015529352529608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 254 | $14M |
| 2023 | 2 | 252 | $16M |
| 2024 | 2 | 311 | $18M |
Nearby Money Purchase Plans in Connecticut
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- New England Electrical Workers Money Purchase Plan and Trust $870M · 9,637
- Equinor US Holdings Inc. Money Purchase Pension Plan $200M · 683
- Southern Ct IBEW Annuity Plan $86M · 477
- Money Purchase Retirement Plan of U.a. Local 716 $37M · 340
- IBEW Local No. 223 Deferred Income Plan $30M · 631
Safety Marking, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Connecticut, the nearest Money Purchase by assets is Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan in KY ($8M); by covered participants it is Lincoln Non-Union Pension Plan in CA (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan (KY) $8M · 75
- Whitefish Credit Union Association Employees' Pension Plan (MT) $9M · 191
- Indiana Historical Society Defined Contribution Retirement Plan (IN) $8M · 62
- International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund (KY) $8M · 142
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Lincoln Non-Union Pension Plan (CA) 154 · 0 off
- Teamsters Managed Annuity Trust Fund (CA) 154 · 0 off
- Composition Roofers Industry Local No. 10 Pension Plan (NJ) 154 · 0 off
- Missouri Historical Society Pension Plan (MO) 153 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.