Defined Benefit (Pension) · DOL Form 5500 · 2022
Security Mutual Life Insurance Company Pension Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 151
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $325,556
- Avg per participant High balance/head
Official DOL plan name: Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan · Sponsored by Security Mutual Life Insurance Company · New York · Finance & Insurance
$49M in assets, 151 participants
Security Mutual Life Insurance Company's Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan reported $49M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #7,459 in Finance & Insurance (9,261 peers)
Coverage in New York
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan covers 151 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $49M.
- #7,459
- in Finance & Insurance (9,261 peers)
- -20.5%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan's outsized position by total assets
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$49,158,961 Top 12% higher than 88% 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
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension 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 Ins Co of Ny Home Office & Affiliates Pension Plan sits mid-pack in the medium band (151 participants).
EBSA filing schedule strip
Filing strip 150442730 · Security Mutual Life Insurance Company PY 2022 · Defined Benefit (Pension)
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan · $49M · 151 · 88th
- RANK $49M
- PHOTO 151
- IND 88th
- EOY Defined Benefit (Pension)
- 5500 near Minnesota Twins Pension Plan
- ASSETS ind #7459
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 Ins Co of Ny Home Office & Affiliates Pension Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$13M |
| Employer EIN | 150442730 |
| Plan Effective Date | 1941-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Security Mutual Life Insurance Company)
Sponsor-wide plan assets over time
All Security Mutual Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 22.192180643685518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 590 | $133M |
| 2023 | 3 | 574 | $148M |
| 2024 | 3 | 540 | $162M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Minnesota Twins Pension Plan in MN ($49M); by covered participants it is Hawthorn Bancshares, Inc. Retirement Plan in MO (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Minnesota Twins Pension Plan (MN) $49M · 163
- Pension Plan of Hanes Companies, Inc. (MO) $49M · 210
- The Reliable Automatic Sprinkler Co Inc Retirement Income Plan (SC) $49M · 74
- The Chart Pension Plan (GA) $49M · 176
Similar participant headcount
Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.
- Hawthorn Bancshares, Inc. Retirement Plan (MO) 151 · 0 off
- The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina (TX) 151 · 0 off
- Oregon Oncology Specialists, LLP Cash Balance Plan (OR) 151 · 0 off
- Generations Community Federal Credit Union Retirement Pension Plan (TX) 151 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.