Money Purchase · DOL Form 5500 · 2024
Safe Horizon, Inc. Money Purchase Plan
Data updated 2026-08-11
- $21M
- Total assets
- 667
- Participants
- 71st
- Percentile by assets
- $31,038
- Avg per participant
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.
- 71st percentile by assets (of 123,622 plans)
- #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.
- $21M
- total plan assets (2024 EOY)
- 667
- covered participants
- 71st
- percentile by assets (of 123,622 plans)
- $31,038
- avg assets per participant
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.
Safe Horizon, Inc. across 3 plan years on file
Across the 3 plan years Safe Horizon, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $37M to $52M, a gain of 40.5%, while reported participants moved from 1,465 to 1,594 (+8.8%). Peak year by sponsor assets: 2024 ($52M); trough: 2022 ($37M).
Safe Horizon, Inc. multi-year asset trail
| 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 EIN | 132946970 |
| Plan Effective Date | 1978-07-01 |
| Filing Status | FILING 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
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Safe Horizon 401(a) Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Safe Horizon 401(a) Retirement Savings Plan assets move in 2024? ▼
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Multi-year trail
Ways to act on Safe Horizon 401(a) Retirement Savings Plan's numbers.
- By total assets, Safe Horizon 401(a) Retirement Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Safe Horizon, Inc.'s sponsor-wide assets have grown 40.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans