401(k) · DOL Form 5500 · 2022

Security State Bank & Trust 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
281
Participants Below avg headcount
81st
Percentile by assets National rank
$91,191
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Security State Bank & Trust 401(k) & Profit Sharing Plan · Sponsored by Security State Bank & Trust · Texas · Finance & Insurance

$26M in assets, 281 participants

Security State Bank & Trust's Security State Bank & Trust 401(k) & Profit Sharing Plan reported $26M in total assets and 281 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,402 in Finance & Insurance (9,261 peers)

Coverage in Texas

Security State Bank & Trust 401(k) & Profit Sharing Plan covers 281 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#6,402
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Security State Bank & Trust 401(k) & Profit Sharing Plan's outsized position by total assets

Security State Bank & Trust 401(k) & Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,624,787 Top 19% higher than 81% of 139,123 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 2022

Security State Bank & Trust 401(k) & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Security State Bank & Trust 401(k) & Profit Sharing Plan sits mid-pack in the medium band (281 participants).

Plan-year Form 5500 strip

Filing strip 740890992 · Security State Bank & Trust PY 2022 · 401(k)

Security State Bank & Trust 401(k) & Profit Sharing Plan · $26M · 281 · 81st

  • VS-ST $26M
  • VS-ST 281
  • VS-ST 81st
  • VS-ST 401(k)
  • VS-ST near Pharmalogic Holdings Corp 401(k) Plan
  • VS-ST ind #6402

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 Finance & Insurance retirement plans → · Plans in Texas →

Security State Bank & Trust 401(k) & Profit Sharing Plan in the asset neighbourhood

Elizabeth Wende Breast Care, LLC 401(k) Profit Sharing PlanElizabeth Wende Breast Care,…$26MLegacy Healthcare Services, Inc. 401(k) PlanLegacy Healthcare Services, …$26MStraub Distributing Company, Ltd. Profit-Sharing PlanStraub Distributing Company,…$26MSecurity State Bank & Trust 401(k) & Profit Sharing PlanSecurity State Bank & Trust …$26MPharmalogic Holdings Corp 401(k) PlanPharmalogic Holdings Corp 40…$26M
End-of-year total assets ($M) among Security State Bank & Trust 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN740890992
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security State Bank & Trust)

Sponsor-wide plan assets over time

All Security State Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$28M 9.293068465310562% vs 2022
2024 filing year
$25M$26M$27M$28M$29M 202220232024 $25.6M $28M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 281 $26M
2023 1 280 $28M
2024 1 267 $28M

Nearby 401(k) Plans in Texas

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

Security State Bank & Trust 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Security State Bank & Trust 401(k) & Profit Sharing Plan, Total assets ($B): 0.025624787 · Participants: 281Security State Bank & Trust 401(k) & Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Security State Bank & Trust 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Security State Bank & Trust 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Security State Bank & Trust 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pharmalogic Holdings Corp 401(k) Plan in FL ($26M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Security State Bank & Trust 401(k) & Profit Sharing Plan assets move in 2022? ▼
Security State Bank & Trust 401(k) & Profit Sharing Plan pulled back noticeably - down 13.8% during 2022, from $30M to $26M. Reported net income was -$4M.
How have Security State Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security State Bank & Trust's sponsor-wide assets grew 9.3%, from $26M to $28M.
Where does Security State Bank & Trust 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Security State Bank & Trust 401(k) & Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Security State Bank & Trust 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pharmalogic Holdings Corp 401(k) Plan in FL ($26M, 624 participants).
Which 401(k) plans cover a similar participant headcount to Security State Bank & Trust 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (281 participants, $38M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 740890992.

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.