Defined Benefit (Pension) · DOL Form 5500 · 2023

Securian Financial Group Inc Pension Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
2,476
Participants Above avg headcount
99th
Percentile by assets National rank
$490,034
Avg per participant High balance/head
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Official DOL plan name: Securian Financial Group Inc Retirement Plan and Trust Agreement · Sponsored by Securian Financial Group Inc · Minnesota · Finance & Insurance

$1.2B in assets, 2,476 participants

Securian Financial Group Inc's Securian Financial Group Inc Retirement Plan and Trust Agreement reported $1.2B in total assets and 2,476 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,676 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Securian Financial Group Inc Retirement Plan and Trust Agreement covers 2,476 participants in Minnesota, 2.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $1.2B.

#8,676
in Finance & Insurance (8,869 peers)
+8.1%
assets growth YoY
12×
vs typical plan assets (national mean)

Securian Financial Group Inc Retirement Plan and Trust Agreement's outsized position by total assets

Securian Financial Group Inc Retirement Plan and Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,213,323,190 Top 1% higher than 99% of 127,068 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 2023

Securian Financial Group Inc Retirement Plan and Trust Agreement's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Securian Financial Group Inc Retirement Plan and Trust Agreement lands in the large band (2,476 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Securian Financial Group Inc Retirement Plan and Trust Agreement reported net income rose from -$355M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Securian Financial Group Inc Retirement Plan and Trust Agreement reported participants fell from 2,753 in the plan year 2022 filing to 2,476 in the plan year 2023 filing.
  • Securian Financial Group Inc Retirement Plan and Trust Agreement end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411919752 · Securian Financial Group Inc PY 2023 · Defined Benefit (Pension)

Securian Financial Group Inc Retirement Plan and Trust Agreement · $1.2B · 2,476 · 99th

  • EBSA $1.2B
  • PART 2,476
  • TYPE 99th
  • NET Defined Benefit (Pension)
  • BOOK near Hanford Multi-Employer Pension Plan
  • VS-ST ind #8676

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 Minnesota →

Securian Financial Group Inc Retirement Plan and Trust Agreement in the asset neighbourhood

Relx Inc. US Retirement Plan$1.2BVought Aircraft Industries, Inc. Hourly Retirement PlanVought Aircraft Industries, …$1.2BSecurian Financial Group Inc Retirement Plan and Trust AgreementSecurian Financial Group Inc…$1.2BHanford Multi-Employer Pension PlanHanford Multi-Employer Pensi…$1.2BNon-Contributory Retirement Program for Certain Empl of BcbsscNon-Contributory Retirement …$1.2B
End-of-year total assets ($B) among Securian Financial Group Inc Retirement Plan and Trust Agreement and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.2B
Net Income$90M
Employer EIN411919752
Plan Effective Date1947-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Securian Financial Group Inc)

Sponsor-wide plan assets over time

All Securian Financial Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 9.882738329968968% vs 2022
2024 filing year
$1.9B$2B$2.1B$2.2B 202220232024 $1.98B $2.18B ▲ +10.1%
Year Plans Participants Total Assets
2022 4 5,873 $2.0B
2023 2 5,484 $2.1B
2024 2 5,525 $2.2B

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Securian Financial Group Inc Retirement Plan and Trust Agreement vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants Securian Financial Group Inc Retirement Plan and Trust Agreement, Total assets ($B): 1.21332319 · Participants: 2476Securian Financial Group Inc Retirement Plan and Trust Agreement3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
Securian Financial Group Inc Retirement Plan and Trust Agreement vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants

Securian Financial Group Inc Retirement Plan and Trust Agreement's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Hanford Multi-Employer Pension Plan in WA ($1.2B); by covered participants it is Community Bank System, Inc. Pension Plan in NY (2,476 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,476 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Securian Financial Group Inc Retirement Plan and Trust Agreement assets move in 2023?
Securian Financial Group Inc Retirement Plan and Trust Agreement grew at a solid clip - up 8.1% during 2023, from $1.1B to $1.2B. Reported net income was $90M.
How have Securian Financial Group Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Securian Financial Group Inc's sponsor-wide assets grew 9.9%, from $2.0B to $2.2B.
Where does Securian Financial Group Inc Retirement Plan and Trust Agreement rank by assets among Form 5500 filers?
Securian Financial Group Inc Retirement Plan and Trust Agreement ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Securian Financial Group Inc Retirement Plan and Trust Agreement?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hanford Multi-Employer Pension Plan in WA ($1.2B, 1,524 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Securian Financial Group Inc Retirement Plan and Trust Agreement?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Community Bank System, Inc. Pension Plan in NY (2,476 participants, $267M in assets).