401(k) · DOL Form 5500 · 2024

Safeguard Properties Management, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
320
Participants Below avg headcount
77th
Percentile by assets National rank
$93,984
Avg per participant Below avg balance/head
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Official DOL plan name: Safeguard Properties Management, LLC 401(k) Profit Sharing Plan · Sponsored by Safeguard Properties Management, LLC · Ohio · Real Estate

$30M in assets, 320 participants

Safeguard Properties Management, LLC's Safeguard Properties Management, LLC 401(k) Profit Sharing Plan reported $30M in total assets and 320 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,126 in Real Estate (4,605 peers)

Coverage in Ohio

Safeguard Properties Management, LLC 401(k) Profit Sharing Plan covers 320 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#4,126
in Real Estate (4,605 peers)
+9.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Safeguard Properties Management, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Safeguard Properties Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,074,850 Top 23% higher than 77% 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

Safeguard Properties Management, LLC 401(k) Profit Sharing 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. Safeguard Properties Management, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safeguard Properties Management, LLC 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Safeguard Properties Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Safeguard Properties Management, LLC 401(k) Profit Sharing Plan reported participants fell from 333 in the plan year 2023 filing to 320 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 900881590 · Safeguard Properties Management, LLC PY 2024 · 401(k)

Safeguard Properties Management, LLC 401(k) Profit Sharing Plan · $30M · 320 · 77th

  • VS-ST $30M
  • BOY 320
  • SCH 77th
  • EBSA 401(k)
  • PART near The Summit Federal Credit Union 401(k) Plan
  • TYPE ind #4126

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 Real Estate retirement plans → · Plans in Ohio →

Safeguard Properties Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Smith Schafer and Associates, Ltd. 401(k) Plan and TrustSmith Schafer and Associates…$30MPraxis Medical Group 401(k) PlanPraxis Medical Group 401(k) …$30MSafeguard Properties Management, LLC 401(k) Profit Sharing PlanSafeguard Properties Managem…$30MThe Summit Federal Credit Union 401(k) PlanThe Summit Federal Credit Un…$30MSchlossmann Automotive Group, Inc. 401(k) PlanSchlossmann Automotive Group…$30M
End-of-year total assets ($M) among Safeguard Properties Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN900881590
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safeguard Properties Management, LLC)

Sponsor-wide plan assets over time

All Safeguard Properties Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 28.129261277763767% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.5M $30.1M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 329 $23M
2023 1 333 $27M
2024 1 320 $30M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Safeguard Properties Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Safeguard Properties Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.03007485 · Participants: 320Safeguard Properties Management, LLC 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Safeguard Properties Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Safeguard Properties Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Safeguard Properties Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Summit Federal Credit Union 401(k) Plan in NY ($30M); by covered participants it is Dominion Electric Supply Company, Inc. 401(k) Profit Sharing Plan in VA (320 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (320 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 Safeguard Properties Management, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Safeguard Properties Management, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 9.5% during 2024, from $27M to $30M. Reported net income was $3M.
How have Safeguard Properties Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safeguard Properties Management, LLC's sponsor-wide assets grew 28.1%, from $23M to $30M.
Where does Safeguard Properties Management, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Safeguard Properties Management, LLC 401(k) Profit Sharing Plan ranks in the 77th 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 Safeguard Properties Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Summit Federal Credit Union 401(k) Plan in NY ($30M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Safeguard Properties Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dominion Electric Supply Company, Inc. 401(k) Profit Sharing Plan in VA (320 participants, N/A 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 900881590.

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.