401(k) · DOL Form 5500 · 2022

Security National Corp 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
269
Participants Below avg headcount
90th
Percentile by assets National rank
$256,116
Avg per participant Above avg balance/head
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Official DOL plan name: Security National Corporation Retirement Savings Plan & Trust · Sponsored by Security National Corp · Iowa · Finance & Insurance

$69M in assets, 269 participants

Security National Corp's Security National Corporation Retirement Savings Plan & Trust reported $69M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,842 in Finance & Insurance (9,261 peers)

Coverage in Iowa

Security National Corporation Retirement Savings Plan & Trust covers 269 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $69M.

#7,842
in Finance & Insurance (9,261 peers)
-17.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Security National Corporation Retirement Savings Plan & Trust's outsized position by total assets

Security National Corporation Retirement Savings Plan & Trust vs every filed plan by assets

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

$68,895,307 Top 10% higher than 90% 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 National Corporation Retirement Savings Plan & Trust 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 National Corporation Retirement Savings Plan & Trust sits mid-pack in the medium band (269 participants).

Form 5500 schedule snapshot

Filing strip 420943329 · Security National Corp PY 2022 · 401(k)

Security National Corporation Retirement Savings Plan & Trust · $69M · 269 · 90th

  • 5500 $69M
  • 5500 269
  • 5500 90th
  • 5500 401(k)
  • 5500 near W & T Offshore, Inc. 401(k) Plan
  • 5500 ind #7842

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 Iowa →

Security National Corporation Retirement Savings Plan & Trust in the asset neighbourhood

The Brightview Senior Living 401(k) PlanThe Brightview Senior Living…$69MCentral Processing Corp. Retirement PlanCentral Processing Corp. Ret…$69MSecurity National Corporation Retirement Savings Plan & TrustSecurity National Corporatio…$69MW & T Offshore, Inc. 401(k) PlanW & T Offshore, Inc. 401(k) …$69MAntea USA, Inc. Profit Sharing 401(k) Thrift PlanAntea USA, Inc. Profit Shari…$69M
End-of-year total assets ($M) among Security National Corporation Retirement Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$69M
Net Income-$14M
Employer EIN420943329
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security National Corp)

Sponsor-wide plan assets over time

All Security National Corp plans reported in each filing year

Latest sponsor-wide plan assets
$85M 23.092371153814582% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $68.9M $84.8M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 269 $69M
2023 1 281 $77M
2024 1 284 $85M

Nearby 401(k) Plans in Iowa

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

Security National Corporation Retirement Savings Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Security National Corporation Retirement Savings Plan & Trust, Total assets ($B): 0.068895307 · Participants: 269Security National Corporation Retirement Savings Plan & TrustThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Security National Corporation Retirement Savings Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Security National Corporation Retirement Savings Plan & Trust side-by-side with 3 peers →

Security National Corporation Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is W & T Offshore, Inc. 401(k) Plan in TX ($69M); by covered participants it is Werner Affiliated Companies Employees Savings Trust in NE (269 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (269 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 National Corporation Retirement Savings Plan & Trust assets move in 2022? ▼
Security National Corporation Retirement Savings Plan & Trust declined sharply - down 17.0% during 2022, from $83M to $69M. Reported net income was -$14M.
How have Security National Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security National Corp's sponsor-wide assets grew 23.1%, from $69M to $85M.
Where does Security National Corporation Retirement Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Security National Corporation Retirement Savings Plan & Trust ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Security National Corporation Retirement Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is W & T Offshore, Inc. 401(k) Plan in TX ($69M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Security National Corporation Retirement Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Werner Affiliated Companies Employees Savings Trust in NE (269 participants, $12M 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 420943329.

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.