Other · DOL Form 5500 · 2024
Safe Horizon, Inc. Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 927
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $33,759
- Avg per participant Low balance/head
Official DOL plan name: Safe Horizon 403(b) Retirement Savings Plan · Sponsored by Safe Horizon, Inc. · New York · Healthcare & Social Assistance
$31M in assets, 927 participants
Safe Horizon, Inc.'s Safe Horizon 403(b) Retirement Savings Plan reported $31M in total assets and 927 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,752 in Healthcare & Social Assistance (16,916 peers)
Where Safe Horizon 403(b) Retirement Savings Plan sits by assets
Safe Horizon 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $31M for 927 participants (~$33,759/participant), up 15.3% in 2024.
- #13,752
- in Healthcare & Social Assistance (16,916 peers)
- +15.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Safe Horizon 403(b) Retirement Savings Plan's outsized position by total assets
Safe Horizon 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,294,457 Top 22% higher than 78% 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
Safe Horizon 403(b) Retirement Savings 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. Safe Horizon 403(b) Retirement Savings Plan sits mid-pack in the medium band (927 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe Horizon 403(b) Retirement Savings Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Safe Horizon 403(b) Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Safe Horizon 403(b) Retirement Savings Plan reported participants rose from 883 in the plan year 2023 filing to 927 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 132946970 · Safe Horizon, Inc. PY 2024 · Other
Safe Horizon 403(b) Retirement Savings Plan · $31M · 927 · 78th
- EIN $31M
- RANK 927
- PHOTO 78th
- IND Other
- EOY near Adler University Defined Contribution Retirement Plan
- 5500 ind #13752
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Safe Horizon 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 132946970 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Safe Horizon, Inc.)
Sponsor-wide plan assets over time
All Safe Horizon, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 40.47576657678687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,465 | $37M |
| 2023 | 2 | 1,521 | $45M |
| 2024 | 2 | 1,594 | $52M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Safe Horizon 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Adler University Defined Contribution Retirement Plan in IL ($31M); by covered participants it is Vista Community Clinic Tax Deferred Annuity Plan in CA (927 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (927 participants); asset peers above are excluded.
- Vista Community Clinic Tax Deferred Annuity Plan (CA) 927 · 0 off
- Defined Contribution Retirement Plan for Faculty of the University of Miami (FL) 928 · 1 off
- Virginia Association of Independent Schools Multiple Employer Plan (VA) 928 · 1 off
- Columbus Community Hospital, Inc. Tax Sheltered Annuity Plan (NE) 924 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.