401(k) · DOL Form 5500 · 2022

Security Financial Bank 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
130
Participants Small participant base
69th
Percentile by assets National rank
$94,665
Avg per participant Below avg balance/head
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Official DOL plan name: Security Financial Bank 401(k) Savings Plan · Sponsored by Security Financial Bank · Wisconsin · Finance & Insurance

$12M in assets, 130 participants

Security Financial Bank's Security Financial Bank 401(k) Savings Plan reported $12M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,891 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Security Financial Bank 401(k) Savings Plan covers 130 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#4,891
in Finance & Insurance (9,261 peers)
+4.6%
assets growth YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Security Financial Bank 401(k) Savings Plan's outsized position by total assets

Security Financial Bank 401(k) Savings Plan vs every filed plan by assets

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

$12,306,445 Top 31% higher than 69% 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 Financial Bank 401(k) Savings 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 Financial Bank 401(k) Savings Plan sits mid-pack in the medium band (130 participants).

EBSA filing schedule strip

Filing strip 390605225 · Security Financial Bank PY 2022 · 401(k)

Security Financial Bank 401(k) Savings Plan · $12M · 130 · 69th

  • PHOTO $12M
  • IND 130
  • EOY 69th
  • 5500 401(k)
  • ASSETS near Quadrant Capital Advisors, Inc. Profit Sharing Plan
  • PCT ind #4891

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 Wisconsin →

Security Financial Bank 401(k) Savings Plan in the asset neighbourhood

Security Financial Bank 401(k) Savings PlanSecurity Financial Bank 401(…$12MQuadrant Capital Advisors, Inc. Profit Sharing PlanQuadrant Capital Advisors, I…$12MCase Lombardi & Pettit 401(k) Profit Sharing PlanCase Lombardi & Pettit 401(k…$12MElectrical Contractors, Inc. Retirement Savings PlanElectrical Contractors, Inc.…$12MUmpqua Health and Affiliated Companies Employee Savings PlanUmpqua Health and Affiliated…$12M
End-of-year total assets ($M) among Security Financial Bank 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN390605225
Plan Effective Date1982-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Security Financial Bank)

Sponsor-wide plan assets over time

All Security Financial Bank plans reported in each filing year

Latest sponsor-wide plan assets
$14M 10.09355666888366% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M 202220232024 $12.3M $13.6M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 130 $12M
2023 1 130 $14M
2024 1 133 $14M

Nearby 401(k) Plans in Wisconsin

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

Security Financial Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Security Financial Bank 401(k) Savings Plan, Total assets ($B): 0.012306445 · Participants: 130Security Financial Bank 401(k) Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Security Financial Bank 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Security Financial Bank 401(k) Savings Plan side-by-side with 3 peers →

Security Financial Bank 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Quadrant Capital Advisors, Inc. Profit Sharing Plan in NY ($12M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Financial Bank 401(k) Savings Plan assets move in 2022? ▼
Security Financial Bank 401(k) Savings Plan edged up modestly - up 4.6% during 2022, from $12M to $12M. Reported net income was -$2M.
How have Security Financial Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security Financial Bank's sponsor-wide assets grew 10.1%, from $12M to $14M.
Which 401(k) plans are similar in size to Security Financial Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quadrant Capital Advisors, Inc. Profit Sharing Plan in NY ($12M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Security Financial Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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 390605225.

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.