ESOP · DOL Form 5500 · 2023

Security State Corporation ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
78
Participants Small participant base
66th
Percentile by assets National rank
$178,808
Avg per participant Above avg balance/head
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Official DOL plan name: Security State Corporation Employee Stock Ownership Plan · Sponsored by Security State Corporation · Washington · Management of Enterprises

$14M in assets, 78 participants

Security State Corporation's Security State Corporation Employee Stock Ownership Plan reported $14M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #509 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Security State Corporation Employee Stock Ownership Plan ranks #509 of 1,137 2023 filers by assets (2549% of the sector average)-$14M for 78 participants.

#509
in Management of Enterprises (1,137 peers)
+29.7%
assets growth YoY

Security State Corporation Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Security State Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$13,947,058 Top 34% higher than 66% 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 Corporation Employee Stock Ownership Plan 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 Corporation Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Security State Corporation Employee Stock Ownership Plan reported net income rose from $6K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Security State Corporation Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 912011590 · Security State Corporation PY 2023 · ESOP

Security State Corporation Employee Stock Ownership Plan · $14M · 78 · 66th

  • BOOK $14M
  • VS-ST 78
  • BOY 66th
  • SCH ESOP
  • EBSA near The Bennington State Bank Employee Stock Ownership Plan and Trust
  • PART ind #509

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 What is an ESOP? → · Plans in Washington →

Security State Corporation Employee Stock Ownership Plan in the asset neighbourhood

Security State Corporation Employee Stock Ownership PlanSecurity State Corporation E…$14MThe Bennington State Bank Employee Stock Ownership Plan and TrustThe Bennington State Bank Em…$14MHoward Immel, Inc. Employee Stock Ownership PlanHoward Immel, Inc. Employee …$14MBlue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc. Empl…$14MGeneral Aire Systems Employee Stock Ownership PlanGeneral Aire Systems Employe…$14M
End-of-year total assets ($M) among Security State Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN912011590
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security State Corporation)

Sponsor-wide plan assets over time

All Security State Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$25M 12.721343799272544% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $22M $24.8M ▲ +12.7%
Year Plans Participants Total Assets
2022 2 175 $22M
2023 1 78 $14M
2024 1 84 $25M

Nearby ESOP Plans in Washington

Peer ESOP plans, same state, same plan type, ranked by total assets.

Security State Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -101234 Total assets ($B) Participants Security State Corporation Employee Stock Ownership Plan, Total assets ($B): 0.013947058 · Participants: 78Security State Corporation Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Security State Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Security State Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Security State Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is The Bennington State Bank Employee Stock Ownership Plan and Trust in KS ($14M); by covered participants it is Caldwell Group Employee Stock Ownership Plan in IL (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Security State Corporation Employee Stock Ownership Plan grew sharply - up 29.7% during 2023, from $11M to $14M. Reported net income was $3M.
How have Security State Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security State Corporation's sponsor-wide assets grew 12.7%, from $22M to $25M.
Which ESOP plans are similar in size to Security State Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Bennington State Bank Employee Stock Ownership Plan and Trust in KS ($14M, 98 participants).
Which ESOP plans cover a similar participant headcount to Security State Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Caldwell Group Employee Stock Ownership Plan in IL (78 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 912011590.

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.