Money Purchase · DOL Form 5500 · 2024

Safe Horizon, Inc. Money Purchase Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
667
Participants Below avg headcount
71st
Percentile by assets National rank
$31,038
Avg per participant Low balance/head
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Official DOL plan name: Safe Horizon 401(a) Retirement Savings Plan · Sponsored by Safe Horizon, Inc. · New York · Healthcare & Social Assistance

$21M in assets, 667 participants

Safe Horizon, Inc.'s Safe Horizon 401(a) Retirement Savings Plan reported $21M in total assets and 667 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,746 in Healthcare & Social Assistance (16,916 peers)

Safe Horizon, Inc. multi-year trail

Safe Horizon, Inc.'s plans moved +40.5% in assets from 2022 to 2024; this filing shows Safe Horizon 401(a) Retirement Savings Plan at $21M / 667 participants.

#12,746
in Healthcare & Social Assistance (16,916 peers)
+17.2%
assets growth YoY

Safe Horizon 401(a) Retirement Savings Plan's outsized position by total assets

Safe Horizon 401(a) Retirement Savings Plan vs every filed plan by assets

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

$20,702,117 Top 29% higher than 71% 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

Safe Horizon 401(a) 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 401(a) Retirement Savings Plan sits mid-pack in the medium band (667 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safe Horizon 401(a) Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Safe Horizon 401(a) Retirement Savings Plan reported participants rose from 638 in the plan year 2023 filing to 667 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132946970 · Safe Horizon, Inc. PY 2024 · Money Purchase

Safe Horizon 401(a) Retirement Savings Plan · $21M · 667 · 71st

  • PHOTO $21M
  • IND 667
  • EOY 71st
  • 5500 Money Purchase
  • ASSETS near Middlesex School Pension Account
  • PCT ind #12746

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 401(a) Retirement Savings Plan in the asset neighbourhood

Western Pennsylvania Conservancy Money Purchase Pension Plan and TrustWestern Pennsylvania Conserv…$21MCatholic Health Association of the United States Money Purchase Pension PlanCatholic Health Association …$21MMiddlesex School Pension AccountMiddlesex School Pension Acc…$21MSafe Horizon 401(a) Retirement Savings PlanSafe Horizon 401(a) Retireme…$21MAlabama Housing Finance Authority Retirement PlanAlabama Housing Finance Auth…$21M
End-of-year total assets ($M) among Safe Horizon 401(a) Retirement Savings Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Safe Horizon, Inc. multi-year asset trail

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
$35M$40M$45M$50M$55M 202220232024 $37M $52M ▲ +40.5%
Year Plans Participants Total Assets
2022 2 1,465 $37M
2023 2 1,521 $45M
2024 2 1,594 $52M

Safe Horizon, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN132946970
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Safe Horizon 401(a) Retirement Savings Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Safe Horizon 401(a) Retirement Savings Plan, Total assets ($B): 0.020702117 · Participants: 667Safe Horizon 401(a) Retirement Savings PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Safe Horizon 401(a) Retirement Savings Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Safe Horizon 401(a) Retirement Savings Plan side-by-side with 3 peers →

Safe Horizon 401(a) Retirement Savings Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Middlesex School Pension Account in MA ($21M); by covered participants it is Tecolote Research, Inc. Money Purchase Pension Plan in CA (666 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (667 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 Safe Horizon 401(a) Retirement Savings Plan assets move in 2024? ▼
Safe Horizon 401(a) Retirement Savings Plan grew sharply - up 17.2% during 2024, from $18M to $21M. Reported net income was $3M.
How have Safe Horizon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safe Horizon, Inc.'s sponsor-wide assets grew 40.5%, from $37M to $52M.
Which Money Purchase plans are similar in size to Safe Horizon 401(a) Retirement Savings Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Middlesex School Pension Account in MA ($21M, 158 participants).
Which Money Purchase plans cover a similar participant headcount to Safe Horizon 401(a) Retirement Savings Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Tecolote Research, Inc. Money Purchase Pension Plan in CA (666 participants, $210M 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 132946970.

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.