401(k) · DOL Form 5500 · 2023

Security State Bank; Security State Mortgage Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
87
Participants Small participant base
63rd
Percentile by assets National rank
$138,123
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Security State Bank Retirement and 401(k) Savings Plan and Trust · Sponsored by Security State Bank; Security State Mortgage Company · Washington · Finance & Insurance

$12M in assets, 87 participants

Security State Bank; Security State Mortgage Company's Security State Bank Retirement and 401(k) Savings Plan and Trust reported $12M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,210 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Security State Bank Retirement and 401(k) Savings Plan and Trust holds $12M for 87 participants - about $138,123 per participant, above the median plan by assets.

#4,210
in Finance & Insurance (8,869 peers)
+7.2%
assets growth YoY

Security State Bank Retirement and 401(k) Savings Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Security State Bank Retirement and 401(k) Savings Plan and Trust vs every filed plan by assets

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

$12,016,725 Top 37% higher than 63% 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 State Bank Retirement and 401(k) Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Security State Bank Retirement and 401(k) Savings Plan and Trust is a small filing (87 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 910404520 · Security State Bank; Security State Mortgage Company PY 2023 · 401(k)

Security State Bank Retirement and 401(k) Savings Plan and Trust · $12M · 87 · 63rd

  • IND $12M
  • EOY 87
  • 5500 63rd
  • ASSETS 401(k)
  • PCT near Franklin Heating Station Hourly Employees 401(k) Plan
  • EIN ind #4210

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 Washington →

Security State Bank Retirement and 401(k) Savings Plan and Trust in the asset neighbourhood

Security State Bank Retirement and 401(k) Savings Plan and TrustSecurity State Bank Retireme…$12MFranklin Heating Station Hourly Employees 401(k) PlanFranklin Heating Station Hou…$12ME & a Markets, Inc. 401(k) Profit Sharing PlanE & a Markets, Inc. 401(k) P…$12M403(b) Thrift Plan of Santa Catalina Island Conservancy403(b) Thrift Plan of Santa …$12M403(b) Thrift Plan for Employees of Goodwill Industries of Eastern North Carolina, Inc.403(b) Thrift Plan for Emplo…$12M
End-of-year total assets ($M) among Security State Bank Retirement and 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$810K
Employer EIN910404520
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security State Bank; Security State Mortgage Company)

Sponsor-wide plan assets over time

All Security State Bank; Security State Mortgage Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 9.226765196008063% vs 2023
2024 filing year
$11.5M$12M$12.5M$13M$13.5M 20232024 $12M $13.1M ▲ +9.2%
Year Plans Participants Total Assets
2023 1 87 $12M
2024 1 91 $13M

Nearby 401(k) Plans in Washington

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

Security State Bank Retirement and 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Security State Bank Retirement and 401(k) Savings Plan and Trust, Total assets ($B): 0.012016725 · Participants: 87Security State Bank Retirement and 401(k) Savings Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Security State Bank Retirement and 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Security State Bank Retirement and 401(k) Savings Plan and Trust side-by-side with 3 peers →

Security State Bank Retirement and 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Franklin Heating Station Hourly Employees 401(k) Plan in MN ($12M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 State Bank Retirement and 401(k) Savings Plan and Trust assets move in 2023? ▼
Security State Bank Retirement and 401(k) Savings Plan and Trust grew at a solid clip - up 7.2% during 2023, from $11M to $12M. Reported net income was $810K.
How have Security State Bank; Security State Mortgage Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Security State Bank; Security State Mortgage Company's sponsor-wide assets grew 9.2%, from $12M to $13M.
Which 401(k) plans are similar in size to Security State Bank Retirement and 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Franklin Heating Station Hourly Employees 401(k) Plan in MN ($12M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Security State Bank Retirement and 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants, N/A 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 910404520.

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.