401(k) · DOL Form 5500 · 2022

Security First Managers LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
418
Participants Below avg headcount
71st
Percentile by assets National rank
$32,928
Avg per participant Low balance/head
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Official DOL plan name: Security First Managers LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Security First Managers LLC · Florida · Finance & Insurance

$14M in assets, 418 participants

Security First Managers LLC's Security First Managers LLC 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 418 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,131 in Finance & Insurance (9,261 peers)

Security First Managers LLC multi-year trail

Security First Managers LLC's plans moved +39.1% in assets from 2022 to 2024; this filing shows Security First Managers LLC 401(k) Profit Sharing Plan and Trust at $14M / 418 participants.

#5,131
in Finance & Insurance (9,261 peers)
-6.4%
assets change YoY

The plan reported a net loss of $939K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Security First Managers LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Security First Managers LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,764,001 Top 29% higher than 71% 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 First Managers LLC 401(k) Profit Sharing Plan and Trust 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 First Managers LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (418 participants).

DOL schedule card

Filing strip 753176413 · Security First Managers LLC PY 2022 · 401(k)

Security First Managers LLC 401(k) Profit Sharing Plan and Trust · $14M · 418 · 71st

  • BOOK $14M
  • VS-ST 418
  • BOY 71st
  • SCH 401(k)
  • EBSA near Vermeer Heartland, Inc. 401(k) Savings and Profit Sharing Plan
  • PART ind #5131

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 Florida →

Security First Managers LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Security First Managers LLC 401(k) Profit Sharing Plan and TrustSecurity First Managers LLC …$14MVermeer Heartland, Inc. 401(k) Savings and Profit Sharing PlanVermeer Heartland, Inc. 401(…$14MStein Eriksen Lodge 401(k) Retirement Savings PlanStein Eriksen Lodge 401(k) R…$14MPuget Consumers' Co-Op Union Employees' 401(k) Retirement Plan & TrustPuget Consumers' Co-Op Union…$14MPetrotel Inc. 401(k) Plan$14M
End-of-year total assets ($M) among Security First Managers LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Security First Managers LLC multi-year asset trail

Sponsor-wide plan assets over time

All Security First Managers LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.11486928837044% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $19.2M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 418 $14M
2023 1 476 $17M
2024 1 415 $19M

Security First Managers LLC filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$939K
Employer EIN753176413
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Security First Managers LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Security First Managers LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.013764001 · Participants: 418Security First Managers LLC 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Security First Managers LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Security First Managers LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Security First Managers LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Vermeer Heartland, Inc. 401(k) Savings and Profit Sharing Plan in OH ($14M); by covered participants it is Harborone 401(k) Plan in MA (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 First Managers LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Security First Managers LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 6.4% during 2022, from $15M to $14M. Reported net income was -$939K.
How have Security First Managers LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security First Managers LLC's sponsor-wide assets grew 39.1%, from $14M to $19M.
Which 401(k) plans are similar in size to Security First Managers LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vermeer Heartland, Inc. 401(k) Savings and Profit Sharing Plan in OH ($14M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Security First Managers LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Harborone 401(k) Plan in MA (418 participants, $79M 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 753176413.

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.