401(k) · DOL Form 5500 · 2024

Safehold Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
92
Participants Small participant base
87th
Percentile by assets National rank
$685,212
Avg per participant High balance/head
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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.

  • #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.

#6,777
in Finance & Insurance (8,549 peers)
+11.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Safehold Savings and Retirement Plan Trust's outsized position by total assets

Safehold Savings and Retirement Plan Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$63,039,481 Top 13% higher than 87% of 123,620 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 2024

Safehold Savings and Retirement Plan Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safehold Savings and Retirement Plan Trust is a small filing (92 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 956881527 · Safehold Inc. PY 2024 · 401(k)

Safehold Savings and Retirement Plan Trust · $63M · 92 · 87th

  • 5500 $63M
  • ASSETS 92
  • PCT 87th
  • EIN 401(k)
  • RANK near Miller Industries, Inc.401(k) Plan
  • PHOTO ind #6777

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 New York →

Safehold Savings and Retirement Plan Trust in the asset neighbourhood

Ohio's Hospice, Inc. 401(k) Retirement SavingsOhio's Hospice, Inc. 401(k) …$63MMiller Industries, Inc.401(k) PlanMiller Industries, Inc.401(k…$63MSafehold Savings and Retirement Plan TrustSafehold Savings and Retirem…$63MRick Engineering 401(k) Retirement Savings PlanRick Engineering 401(k) Reti…$63MArcata Associates, Inc. 401(k) PlanArcata Associates, Inc. 401(…$63M
End-of-year total assets ($M) among Safehold Savings and Retirement Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$63M
Net Income$7M
Employer EIN956881527
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safehold Inc.)

Sponsor-wide plan assets over time

All Safehold Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.552022673927889% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $55M $63M ▲ +14.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Safehold Savings and Retirement Plan Trust, Total assets ($B): 0.063039481 · Participants: 92Safehold Savings and Retirement Plan TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Safehold Savings and Retirement Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Safehold Savings and Retirement Plan Trust side-by-side with 3 peers →

Safehold Savings and Retirement Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Miller Industries, Inc.401(k) Plan in TN ($63M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Safehold Savings and Retirement Plan Trust assets move in 2024? ▼
Safehold Savings and Retirement Plan Trust grew at a solid clip - up 11.7% during 2024, from $56M to $63M. Reported net income was $7M.
How have Safehold Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safehold Inc.'s sponsor-wide assets grew 14.6%, from $55M to $63M.
Where does Safehold Savings and Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Safehold Savings and Retirement Plan Trust ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Safehold Savings and Retirement Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Miller Industries, Inc.401(k) Plan in TN ($63M, 1,353 participants).
Which 401(k) plans cover a similar participant headcount to Safehold Savings and Retirement Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 956881527.

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.