401(k) · DOL Form 5500 · 2022

Securtiy National Financial Corporation 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
1,184
Participants Near avg headcount
82nd
Percentile by assets National rank
$24,458
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Snfc Mortgage Company 401(k) Plan · Sponsored by Securtiy National Financial Corporation · Utah · Finance & Insurance

$29M in assets, 1,184 participants

Securtiy National Financial Corporation's Snfc Mortgage Company 401(k) Plan reported $29M in total assets and 1,184 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,632 in Finance & Insurance (9,261 peers)

Coverage in Utah

Snfc Mortgage Company 401(k) Plan covers 1,184 participants in Utah, 2.0x the typical Utah plan (state average ~592 per filing). Assets: $29M.

#6,632
in Finance & Insurance (9,261 peers)
-8.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Snfc Mortgage Company 401(k) Plan's outsized position by total assets

Snfc Mortgage Company 401(k) Plan vs every filed plan by assets

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

$28,958,776 Top 18% higher than 82% 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

Snfc Mortgage Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Snfc Mortgage Company 401(k) Plan lands in the large band (1,184 participants).

Plan-year Form 5500 strip

Filing strip 870345941 · Securtiy National Financial Corporation PY 2022 · 401(k)

Snfc Mortgage Company 401(k) Plan · $29M · 1,184 · 82nd

  • EOY $29M
  • 5500 1,184
  • ASSETS 82nd
  • PCT 401(k)
  • EIN near Morristown-Hamblen Hospital Association 401(k) Plan
  • RANK ind #6632

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 Utah →

Snfc Mortgage Company 401(k) Plan in the asset neighbourhood

Snfc Mortgage Company 401(k) PlanSnfc Mortgage Company 401(k)…$29MMorristown-Hamblen Hospital Association 401(k) PlanMorristown-Hamblen Hospital …$29MFlexfab Horizons International Retirement PlanFlexfab Horizons Internation…$29MSumaria Systems, LLC 401(k) Profit Sharing PlanSumaria Systems, LLC 401(k) …$29MLearning Tree International 401(k) PlanLearning Tree International …$29M
End-of-year total assets ($M) among Snfc Mortgage Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$29M
Net Income-$3M
Employer EIN870345941
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Securtiy National Financial Corporation)

Sponsor-wide plan assets over time

All Securtiy National Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$71M 27.41608551923712% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.4M $70.6M ▲ +27.4%
Year Plans Participants Total Assets
2022 3 1,838 $55M
2023 2 1,306 $60M
2024 2 1,159 $71M

Nearby 401(k) Plans in Utah

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

Snfc Mortgage Company 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Snfc Mortgage Company 401(k) Plan, Total assets ($B): 0.028958776 · Participants: 1184Snfc Mortgage Company 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Snfc Mortgage Company 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Snfc Mortgage Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Morristown-Hamblen Hospital Association 401(k) Plan in TN ($29M); by covered participants it is The Berge Group Retirement Savings Plan in AZ (1,184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,184 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 Snfc Mortgage Company 401(k) Plan assets move in 2022?
Snfc Mortgage Company 401(k) Plan pulled back noticeably - down 8.1% during 2022, from $32M to $29M. Reported net income was -$3M.
How have Securtiy National Financial Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Securtiy National Financial Corporation's sponsor-wide assets grew 27.4%, from $55M to $71M.
Where does Snfc Mortgage Company 401(k) Plan rank by assets among Form 5500 filers?
Snfc Mortgage Company 401(k) Plan ranks in the 82nd 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 Snfc Mortgage Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Morristown-Hamblen Hospital Association 401(k) Plan in TN ($29M, 596 participants).
Which 401(k) plans cover a similar participant headcount to Snfc Mortgage Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Berge Group Retirement Savings Plan in AZ (1,184 participants, $29M in assets).