401(k) · DOL Form 5500 · 2024
Safehold Inc. 401(k) Plan
Data updated 2026-08-11
- $63M
- Total assets
- 92
- Participants
- 87th
- Percentile by assets
- $685,212
- Avg per participant
Official DOL plan name: Safehold Savings and Retirement Plan Trust · Sponsored by Safehold Inc. · New York · Finance & Insurance
$63M in assets, 92 participants
Safehold Inc.'s Safehold Savings and Retirement Plan Trust reported $63M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #6,777 in Finance & Insurance (8,549 peers)
Where Safehold Savings and Retirement Plan Trust sits by assets
Safehold Savings and Retirement Plan Trust sits in the top quartile of all filed plans by assets, $63M for 92 participants (~$685,212/participant), up 11.7% in 2024.
- $63M
- total plan assets (2024 EOY)
- 92
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $685,212
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safehold Savings and Retirement Plan Trust reported net income rose from $1M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Safehold Savings and Retirement Plan Trust reported participants fell from 141 in the plan year 2023 filing to 92 in the plan year 2024 filing.
- Safehold Savings and Retirement Plan Trust end-of-year assets rose from $56M in the plan year 2023 filing to $63M in the plan year 2024 filing.
Safehold Savings and Retirement Plan Trust vs the 2024 asset distribution
By assets, Safehold Savings and Retirement Plan Trust outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $7M |
| Employer EIN | 956881527 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Safehold Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $55M |
| 2023 | 1 | 141 | $56M |
| 2024 | 1 | 92 | $63M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Safehold Savings and Retirement Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Safehold Savings and Retirement Plan Trust by total assets, not by location.
- Miller Industries, Inc.401(k) Plan (TN) $63M · 1,353
- Rick Engineering 401(k) Retirement Savings Plan (CA) $63M · 382
- Ohio's Hospice, Inc. 401(k) Retirement Savings (OH) $63M · 1,319
- Arcata Associates, Inc. 401(k) Plan (NV) $63M · 349
Frequently Asked Questions
How did Safehold Savings and Retirement Plan Trust assets move in 2024? ▼
How have Safehold Inc. plan assets changed over time? ▼
Where does Safehold Savings and Retirement Plan Trust rank by assets among Form 5500 filers? ▼
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Next read for Safehold Savings and Retirement Plan Tru…
Scale reading
Ways to act on Safehold Savings and Retirement Plan Trust's numbers.
- By total assets, Safehold Savings and Retirement Plan Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Safehold Inc.'s sponsor-wide assets have grown 14.6% since 2022 across 3 plan years on file. More Finance & Insurance plans