401(k) · DOL Form 5500 · 2024
Safeguard US Holdco Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $37,267
- Avg per participant Low balance/head
Official DOL plan name: Safeguard US Holdco Inc. Retirement Plan · Sponsored by Safeguard US Holdco Inc. · North Carolina · Manufacturing
$6M in assets, 156 participants
Safeguard US Holdco Inc.'s Safeguard US Holdco Inc. Retirement Plan reported $6M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #4,995 in Manufacturing (17,777 peers)
Coverage in North Carolina
Safeguard US Holdco Inc. Retirement Plan covers 156 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.
- #4,995
- in Manufacturing (17,777 peers)
- +15.4%
- assets growth YoY
Safeguard US Holdco Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Safeguard US Holdco Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,813,620 45th percentile higher than 45% 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
Safeguard US Holdco Inc. Retirement 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 US Holdco Inc. Retirement Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safeguard US Holdco Inc. Retirement Plan reported net income rose from $370K in the plan year 2023 filing to $775K in the plan year 2024 filing.
- Safeguard US Holdco Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Safeguard US Holdco Inc. Retirement Plan reported participants fell from 169 in the plan year 2023 filing to 156 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 844016887 · Safeguard US Holdco Inc. PY 2024 · 401(k)
Safeguard US Holdco Inc. Retirement Plan · $6M · 156 · 45th
- ASSETS $6M
- PCT 156
- EIN 45th
- RANK 401(k)
- PHOTO near Lauria Tokunaga Gates & Linn, LLP 401(k) Profit Sharing Plan
- IND ind #4995
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 North Carolina →
Safeguard US Holdco Inc. Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $775K |
| Employer EIN | 844016887 |
| Plan Effective Date | 2020-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Safeguard US Holdco Inc.)
Sponsor-wide plan assets over time
All Safeguard US Holdco Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 24.513980360030413% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $5M |
| 2023 | 1 | 169 | $5M |
| 2024 | 1 | 156 | $6M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Safeguard US Holdco Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Lauria Tokunaga Gates & Linn, LLP 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan (OR) 156 · 0 off
- Wecare Tlc, LLC 401(k) Profit Sharing Plan (FL) 156 · 0 off
- Bauer Equipment America Inc 401(k) Plan (TX) 156 · 0 off
- Epay Pooled Employer Plan (FL) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.