401(k) · DOL Form 5500 · 2023
Security National Corp 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 281
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $273,316
- Avg per participant High balance/head
Official DOL plan name: Security National Corporation Retirement Savings Plan & Trust · Sponsored by Security National Corp · Iowa · Finance & Insurance
$77M in assets, 281 participants
Security National Corp's Security National Corporation Retirement Savings Plan & Trust reported $77M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,414 in Finance & Insurance (8,869 peers)
Coverage in Iowa
Security National Corporation Retirement Savings Plan & Trust covers 281 participants in Iowa, about 46% of the average Iowa filer (state average ~609 per filing). Assets: $77M.
- #7,414
- in Finance & Insurance (8,869 peers)
- +11.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Security National Corporation Retirement Savings Plan & Trust's outsized position by total assets
Security National Corporation Retirement Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$76,801,890 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Security National Corporation Retirement Savings Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Security National Corporation Retirement Savings Plan & Trust sits mid-pack in the medium band (281 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Security National Corporation Retirement Savings Plan & Trust reported net income rose from -$14M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Security National Corporation Retirement Savings Plan & Trust end-of-year assets rose from $69M in the plan year 2022 filing to $77M in the plan year 2023 filing.
- Security National Corporation Retirement Savings Plan & Trust reported participants rose from 269 in the plan year 2022 filing to 281 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420943329 · Security National Corp PY 2023 · 401(k)
Security National Corporation Retirement Savings Plan & Trust · $77M · 281 · 89th
- TYPE $77M
- TYPE 281
- TYPE 89th
- TYPE 401(k)
- TYPE near Bluebird Bio, Inc. 401(k) Plan
- TYPE ind #7414
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 Iowa →
Security National Corporation Retirement Savings Plan & Trust in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $8M |
| Employer EIN | 420943329 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Security National Corp)
Sponsor-wide plan assets over time
All Security National Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 23.092371153814582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $69M |
| 2023 | 1 | 281 | $77M |
| 2024 | 1 | 284 | $85M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Security National Corporation Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Bluebird Bio, Inc. 401(k) Plan in MA ($77M); by covered participants it is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Bluebird Bio, Inc. 401(k) Plan (MA) $77M · 310
- National Seating & Mobility, Inc. 401(k) Plan (TN) $77M · 2,073
- Salt River Materials Group 401(k) Plan (AZ) $77M · 414
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan (PA) $77M · 317
Similar participant headcount
Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.
- Toyota & Honda of Santa Maria 401(k) Plan & Trust (CA) 281 · 0 off
- Ctna 401(k) Plan (SC) 281 · 0 off
- Diagnostica Stago, Inc. 401(k) Plan (NJ) 281 · 0 off
- Denron Plumbing & Hvac 401(k) Plan (NH) 281 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.