401(k) · DOL Form 5500 · 2023

Security Service Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$278M
Total assets Near avg plan size
1,930
Participants Near avg headcount
96th
Percentile by assets National rank
$144,153
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,270
in Finance & Insurance (8,869 peers)
+23.2%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Security Service Federal Credit Union Cash Accumulation Plan and Trust's outsized position 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

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

Security Service Federal Credit Union Cash Accumulation Plan and Trust'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. Security Service Federal Credit Union Cash Accumulation Plan and Trust lands in the large band (1,930 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 741277697 · Security Service Federal Credit Union PY 2023 · 401(k)

Security Service Federal Credit Union Cash Accumulation Plan and Trust · $278M · 1,930 · 96th

  • SCH $278M
  • EBSA 1,930
  • PART 96th
  • TYPE 401(k)
  • NET near Crosscountry Mortgage 401(k) Retirement Savings Plan
  • BOOK ind #8270

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 Texas →

Security Service Federal Credit Union Cash Accumulation Plan and Trust in the asset neighbourhood

Private National Mortgage Acceptance Company LLC Retirement PlanPrivate National Mortgage Ac…$278MSecurity Service Federal Credit Union Cash Accumulation Plan and TrustSecurity Service Federal Cre…$278MCrosscountry Mortgage 401(k) Retirement Savings PlanCrosscountry Mortgage 401(k)…$278MCollege of American Pathologists Employee's Retirement and 401(k) PlanCollege of American Patholog…$278MKao America Inc. 401(k) Savings PlanKao America Inc. 401(k) Savi…$278M
End-of-year total assets ($M) among Security Service Federal Credit Union Cash Accumulation Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$226M
Net Assets (End of Year)$278M
Net Income$52M
Employer EIN741277697
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security Service Federal Credit Union)

Sponsor-wide plan assets over time

All Security Service Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$316M 39.787209926681456% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $226M $316M ▲ +39.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Security Service Federal Credit Union Cash Accumulation Plan and Trust, Total assets ($B): 0.278215607 · Participants: 1930Security Service Federal Credit Union Cash Accumulation Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Security Service Federal Credit Union Cash Accumulation Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Security Service Federal Credit Union Cash Accumulation Plan and Trust side-by-side with 3 peers →

Security Service Federal Credit Union Cash Accumulation Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Crosscountry Mortgage 401(k) Retirement Savings Plan in OH ($278M); by covered participants it is Crowne Management, LLC 401(k) and Profit Sharing Plan in AL (1,930 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,930 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 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).
Which 401(k) plans cover a similar participant headcount to Security Service Federal Credit Union Cash Accumulation Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Crowne Management, LLC 401(k) and Profit Sharing Plan in AL (1,930 participants, $30M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.