401(k) · DOL Form 5500 · 2023

Safety National Casualty Corporation 401(k) Plan

Data updated 2026-08-11

$204M
Total assets: 680
Participants: 95th
Percentile by assets: $299,799
Avg per participant

Official DOL plan name: Safety National Casualty Corporation Savings & Profit Sharing Plan · Sponsored by Safety National Casualty Corporation · Missouri · Finance & Insurance

$204M in assets, 680 participants

Safety National Casualty Corporation's Safety National Casualty Corporation Savings & Profit Sharing Plan reported $204M in total assets and 680 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,126 in Finance & Insurance (8,869 peers)

Where Safety National Casualty Corporation Savings & Profit Sharing Plan sits by assets

Safety National Casualty Corporation Savings & Profit Sharing Plan sits in the top 5% of all filed plans by assets, $204M for 680 participants (~$299,799/participant), up 25.0% in 2023.

$204M
total plan assets (2023 EOY): 680
covered participants: 95th
percentile by assets (of 127,072 plans): $299,799
avg assets per participant

Safety National Casualty Corporation Savings & Profit Sharing Plan reported net income rose from -$27M in the plan year 2022 filing to $41M in the plan year 2023 filing.
Safety National Casualty Corporation Savings & Profit Sharing Plan end-of-year assets rose from $163M in the plan year 2022 filing to $204M in the plan year 2023 filing.
Safety National Casualty Corporation Savings & Profit Sharing Plan reported participants rose from 649 in the plan year 2022 filing to 680 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Missouri

Industry

Finance & Insurance

Safety National Casualty Corporation Savings & Profit Sharing Plan vs the 2023 asset distribution

By assets, Safety National Casualty Corporation Savings & Profit Sharing Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$163M
Net Assets (End of Year)	$204M
Net Income	$41M
Employer EIN	430727872
Plan Effective Date	1988-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Safety National Casualty Corporation)

Total plan assets by year, all Safety National Casualty Corporation plans on file

Year	Plans	Participants	Total Assets
2022	1	649	$163M
2023	1	680	$204M
2024	1	732	$251M

Nearby 401(k) Plans in Missouri

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

Safety National Casualty Corporation Savings & Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
Centene Management Corporation Retirement Plan $4.0B · 53,822
Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316

Compare Safety National Casualty Corporation Sav… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Safety National Casualty Corporation Savings & Profit Sharing Plan by total assets, not by location.

Amkor Technology, Inc. 401(k) Plan (AZ) $204M · 383
Hargrove 401(k) Plan and Trust (AL) $204M · 2,151
Robbins Geller Rudman & Dowd LLP 401(k) Profit Sharing Plan (CA) $204M · 438
Columbia Distributing 401(k) Retirement Plan (OR) $204M · 1,766

Frequently Asked Questions

How did Safety National Casualty Corporation Savings & Profit Sharing Plan assets move in 2023? ▼

Safety National Casualty Corporation Savings & Profit Sharing Plan grew sharply - up 25.0% during 2023, from $163M to $204M. Reported net income was $41M.

How have Safety National Casualty Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Safety National Casualty Corporation's sponsor-wide assets grew 54.0%, from $163M to $251M.

Where does Safety National Casualty Corporation Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Safety National Casualty Corporation Savings & Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Safety National Casualty Corporation Savings & Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Amkor Technology, Inc. 401(k) Plan in AZ ($204M, 383 participants).

Next read for Safety National Casualty Corporation Sav…

Scale reading

Ways to act on Safety National Casualty Corporation Savings & Profit Sharing Plan's numbers.

By total assets, Safety National Casualty Corporation Savings & Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
Safety National Casualty Corporation's sponsor-wide assets have grown 54.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430727872.