401(k) · DOL Form 5500 · 2023
Safety National Casualty Corporation 401(k) Plan
Data updated 2026-08-25
- $204M
- Total assets Near avg plan size
- 680
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $299,799
- Avg per participant High balance/head
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.
- #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.
- #8,126
- in Finance & Insurance (8,869 peers)
- +25.0%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Safety National Casualty Corporation Savings & Profit Sharing Plan's outsized position by total assets
Safety National Casualty Corporation Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$203,863,617 Top 5% higher than 95% 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
Safety National Casualty Corporation Savings & Profit Sharing Plan 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. Safety National Casualty Corporation Savings & Profit Sharing Plan sits mid-pack in the medium band (680 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
Published 5500 schedule card
Filing strip 430727872 · Safety National Casualty Corporation PY 2023 · 401(k)
Safety National Casualty Corporation Savings & Profit Sharing Plan · $204M · 680 · 95th
- EOY $204M
- EOY 680
- EOY 95th
- EOY 401(k)
- EOY near Amkor Technology, Inc. 401(k) Plan
- EOY ind #8126
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 Missouri →
Safety National Casualty Corporation Savings & Profit Sharing Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Safety National Casualty Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $251M 53.95999092852439% vs 2022
- 2024 filing year
| 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.
- 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
Safety National Casualty Corporation Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Amkor Technology, Inc. 401(k) Plan in AZ ($204M); by covered participants it is Scott-Mcrae Automotive Group, Lllp 401(k) Profit Sharing Plan in FL (680 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($204M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (680 participants); asset peers above are excluded.
- Scott-Mcrae Automotive Group, Lllp 401(k) Profit Sharing Plan (FL) 680 · 0 off
- Browning 401(k) Savings Plan (CA) 680 · 0 off
- D'amico Holding Company 401(k) Plan (MN) 680 · 0 off
- Geo. Byers Sons, 401(k) Plan (OH) 680 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.