401(k) · DOL Form 5500 · 2022

Security Mutual Life Insurance Company of New York 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
128
Participants Small participant base
76th
Percentile by assets National rank
$147,342
Avg per participant Above avg balance/head
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Official DOL plan name: Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan · Sponsored by Security Mutual Life Insurance Company of New York · New York · Finance & Insurance

$19M in assets, 128 participants

Security Mutual Life Insurance Company of New York's Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan reported $19M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,805 in Finance & Insurance (9,261 peers)

Coverage in New York

Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $19M.

#5,805
in Finance & Insurance (9,261 peers)
-22.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan's outsized position by total assets

Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan vs every filed plan by assets

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

$18,859,822 Top 24% higher than 76% 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 Mutual Life Insurance Company of New York Career Agents' 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 Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan sits mid-pack in the medium band (128 participants).

Plan-year Form 5500 strip

Filing strip 150442730 · Security Mutual Life Insurance Company of New York PY 2022 · 401(k)

Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan · $19M · 128 · 76th

  • PCT $19M
  • PCT 128
  • PCT 76th
  • PCT 401(k)
  • PCT near Fpc International, Inc. 401(k) Profit Sharing Plan
  • PCT ind #5805

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 New York →

Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan in the asset neighbourhood

Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing PlanSecurity Mutual Life Insuran…$19MFpc International, Inc. 401(k) Profit Sharing PlanFpc International, Inc. 401(…$19MPanama Transfer Profit Sharing PlanPanama Transfer Profit Shari…$19MCenclear Retirement Savings PlanCenclear Retirement Savings …$19MFmc Services, LLC 401(k) Profit Sharing PlanFmc Services, LLC 401(k) Pro…$19M
End-of-year total assets ($M) among Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$6M
Employer EIN150442730
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security Mutual Life Insurance Company of New York)

Sponsor-wide plan assets over time

All Security Mutual Life Insurance Company of New York plans reported in each filing year

Latest sponsor-wide plan assets
$162M 22.192180643685518% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $133M $162M ▲ +22.2%
Year Plans Participants Total Assets
2022 3 590 $133M
2023 3 574 $148M
2024 3 540 $162M

Nearby 401(k) Plans in New York

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

Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan, Total assets ($B): 0.018859822 · Participants: 128Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan side-by-side with 3 peers →

Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fpc International, Inc. 401(k) Profit Sharing Plan in OH ($19M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan assets move in 2022? ▼
Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan declined sharply - down 22.7% during 2022, from $24M to $19M. Reported net income was -$6M.
How have Security Mutual Life Insurance Company of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security Mutual Life Insurance Company of New York's sponsor-wide assets grew 22.2%, from $133M to $162M.
Where does Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan ranks in the 76th 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 Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fpc International, Inc. 401(k) Profit Sharing Plan in OH ($19M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A 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 150442730.

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.