401(k) · DOL Form 5500 · 2023

Security National Financial Corporation 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
450
Participants Below avg headcount
78th
Percentile by assets National rank
$62,637
Avg per participant Low balance/head
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Official DOL plan name: Snf Corporation Tax-Favored Retirement Savings Plan · Sponsored by Security National Financial Corporation · Utah · Finance & Insurance

$28M in assets, 450 participants

Security National Financial Corporation's Snf Corporation Tax-Favored Retirement Savings Plan reported $28M in total assets and 450 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,928 in Finance & Insurance (8,869 peers)

Where Snf Corporation Tax-Favored Retirement Savings Plan sits by assets

Snf Corporation Tax-Favored Retirement Savings Plan sits in the top quartile of all filed plans by assets, $28M for 450 participants (~$62,637/participant), up 21.0% in 2023.

#5,928
in Finance & Insurance (8,869 peers)
+21.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Snf Corporation Tax-Favored Retirement Savings Plan's outsized position by total assets

Snf Corporation Tax-Favored Retirement Savings Plan vs every filed plan by assets

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

$28,186,846 Top 22% higher than 78% 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

Snf Corporation Tax-Favored Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Snf Corporation Tax-Favored Retirement Savings Plan sits mid-pack in the medium band (450 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Snf Corporation Tax-Favored Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Snf Corporation Tax-Favored Retirement Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Snf Corporation Tax-Favored Retirement Savings Plan reported participants rose from 441 in the plan year 2022 filing to 450 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870345941 · Security National Financial Corporation PY 2023 · 401(k)

Snf Corporation Tax-Favored Retirement Savings Plan · $28M · 450 · 78th

  • PHOTO $28M
  • IND 450
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Gmfs, LLC 401(k) Plan
  • PCT ind #5928

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 Utah →

Snf Corporation Tax-Favored Retirement Savings Plan in the asset neighbourhood

Snf Corporation Tax-Favored Retirement Savings PlanSnf Corporation Tax-Favored …$28MGmfs, LLC 401(k) Plan$28MNou Systems, Inc. 401(k) Plan and TrustNou Systems, Inc. 401(k) Pla…$28MWinegard Company Profit Sharing & 401(k) PlanWinegard Company Profit Shar…$28MColony Bankcorp, Inc. 401(k) PlanColony Bankcorp, Inc. 401(k)…$28M
End-of-year total assets ($M) among Snf Corporation Tax-Favored Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN870345941
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security National Financial Corporation)

Sponsor-wide plan assets over time

All Security National Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$71M 27.41608551923712% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.4M $70.6M ▲ +27.4%
Year Plans Participants Total Assets
2022 3 1,838 $55M
2023 2 1,306 $60M
2024 2 1,159 $71M

Nearby 401(k) Plans in Utah

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

Snf Corporation Tax-Favored Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Snf Corporation Tax-Favored Retirement Savings Plan, Total assets ($B): 0.028186846 · Participants: 450Snf Corporation Tax-Favored Retirement Savings PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Snf Corporation Tax-Favored Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Snf Corporation Tax-Favored Retirement Savings Plan side-by-side with 3 peers →

Snf Corporation Tax-Favored Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Gmfs, LLC 401(k) Plan in LA ($28M); by covered participants it is G&s Corporation 401(k) Profit Sharing Plan and Trust in NY (450 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (450 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 Snf Corporation Tax-Favored Retirement Savings Plan assets move in 2023? ▼
Snf Corporation Tax-Favored Retirement Savings Plan grew sharply - up 21.0% during 2023, from $23M to $28M. Reported net income was $5M.
How have Security National Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security National Financial Corporation's sponsor-wide assets grew 27.4%, from $55M to $71M.
Where does Snf Corporation Tax-Favored Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Snf Corporation Tax-Favored Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Snf Corporation Tax-Favored Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gmfs, LLC 401(k) Plan in LA ($28M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Snf Corporation Tax-Favored Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G&s Corporation 401(k) Profit Sharing Plan and Trust in NY (450 participants, $11M 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 870345941.

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.