401(k) · DOL Form 5500 · 2022
Securities Transfer Corporation 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $98,192
- Avg per participant Below avg balance/head
Official DOL plan name: Securities Transfer Corporation 401(k) Profit Sharing Plan · Sponsored by Securities Transfer Corporation · Texas · Finance & Insurance
$1M in assets, 12 participants
Securities Transfer Corporation's Securities Transfer Corporation 401(k) Profit Sharing Plan reported $1M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #1,649 in Finance & Insurance (9,261 peers)
Securities Transfer Corporation multi-year trail
Securities Transfer Corporation's plans moved +22.6% in assets from 2022 to 2024; this filing shows Securities Transfer Corporation 401(k) Profit Sharing Plan at $1M / 12 participants.
- #1,649
- in Finance & Insurance (9,261 peers)
- -4.8%
- assets change YoY
The plan reported a net loss of $60K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Securities Transfer Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets
Securities Transfer Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,178,308 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Securities Transfer Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Securities Transfer Corporation 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 752189538 · Securities Transfer Corporation PY 2022 · 401(k)
Securities Transfer Corporation 401(k) Profit Sharing Plan · $1M · 12 · 27th
- SCH $1M
- SCH 12
- SCH 27th
- SCH 401(k)
- SCH near 123. Net, Inc. 401(k) Plan
- SCH ind #1649
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 →
Securities Transfer Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Securities Transfer Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Securities Transfer Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 22.567359298247997% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $1M |
| 2023 | 1 | 12 | $1M |
| 2024 | 1 | 17 | $1M |
Securities Transfer Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$60K |
| Employer EIN | 752189538 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Securities Transfer Corporation 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 123. Net, Inc. 401(k) Plan in MI ($1M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.