401(k) · DOL Form 5500 · 2023

Security Service Federal Credit Union 401(k) Plan

Data updated 2026-08-11

$278M
Total assets: 1,930
Participants: 96th
Percentile by assets: $144,153
Avg per participant

Official DOL plan name: Security Service Federal Credit Union Cash Accumulation Plan and Trust · Sponsored by Security Service Federal Credit Union · Texas · Finance & Insurance

$278M in assets, 1,930 participants

Security Service Federal Credit Union's Security Service Federal Credit Union Cash Accumulation Plan and Trust reported $278M in total assets and 1,930 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#8,270 in Finance & Insurance (8,869 peers)

Coverage in Texas

Security Service Federal Credit Union Cash Accumulation Plan and Trust covers 1,930 participants in Texas, 2.8x the typical Texas plan (state average ~688 per filing). Assets: $278M.

$278M
total plan assets (2023 EOY): 1,930
covered participants: 96th
percentile by assets (of 127,072 plans): $144,153
avg assets per participant

Where Security Service Federal Credit Union Cash Accumulation Plan and Trust sits by total assets

Security Service Federal Credit Union Cash Accumulation Plan and Trust vs every filed plan by assets

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

$278,215,607 Top 4% higher than 96% 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 Service Federal Credit Union Cash Accumulation Plan and Trust reported net income rose from -$26M in the plan year 2022 filing to $52M in the plan year 2023 filing.
Security Service Federal Credit Union Cash Accumulation Plan and Trust end-of-year assets rose from $226M in the plan year 2022 filing to $278M in the plan year 2023 filing.
Security Service Federal Credit Union Cash Accumulation Plan and Trust reported participants rose from 1,809 in the plan year 2022 filing to 1,930 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Security Service Federal Credit Union Cash Accumulation Plan and Trust reports 1,930 participants - 2.8x that state average ($278M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$226M
Net Assets (End of Year)	$278M
Net Income	$52M
Employer EIN	741277697
Plan Effective Date	1984-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Security Service Federal Credit Union)

Total plan assets by year, all Security Service Federal Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	1	1,809	$226M
2023	1	1,930	$278M
2024	1	2,008	$316M

Nearby 401(k) Plans in Texas

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

Security Service Federal Credit Union Cash Accumulation Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Security Service Federal Credit Union Ca… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Security Service Federal Credit Union Cash Accumulation Plan and Trust by total assets, not by location.

Crosscountry Mortgage 401(k) Retirement Savings Plan (OH) $278M · 7,180
Private National Mortgage Acceptance Company LLC Retirement Plan (CA) $278M · 4,117
College of American Pathologists Employee's Retirement and 401(k) Plan (IL) $278M · 719
Kao America Inc. 401(k) Savings Plan (OH) $278M · 1,327

Frequently Asked Questions

How did Security Service Federal Credit Union Cash Accumulation Plan and Trust assets move in 2023? ▼

Security Service Federal Credit Union Cash Accumulation Plan and Trust grew sharply - up 23.2% during 2023, from $226M to $278M. Reported net income was $52M.

How have Security Service Federal Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Security Service Federal Credit Union's sponsor-wide assets grew 39.8%, from $226M to $316M.

Where does Security Service Federal Credit Union Cash Accumulation Plan and Trust rank by assets among Form 5500 filers? ▼

Security Service Federal Credit Union Cash Accumulation Plan and Trust ranks in the 96th 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 Security Service Federal Credit Union Cash Accumulation Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Crosscountry Mortgage 401(k) Retirement Savings Plan in OH ($278M, 7,180 participants).

Next read for Security Service Federal Credit Union Ca…

Filing takeaways

Ways to act on Security Service Federal Credit Union Cash Accumulation Plan and Trust's numbers.

By total assets, Security Service Federal Credit Union Cash Accumulation Plan and Trust 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 Texas. Compare plans
Security Service Federal Credit Union's sponsor-wide assets have grown 39.8% 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 741277697.