401(k) · DOL Form 5500 · 2023

Securtiy National Financial Corporation 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
856
Participants Near avg headcount
80th
Percentile by assets National rank
$37,095
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Snfc Mortgage Company 401(k) Plan · Sponsored by Securtiy National Financial Corporation · Utah · Finance & Insurance

$32M in assets, 856 participants

Securtiy National Financial Corporation's Snfc Mortgage Company 401(k) Plan reported $32M in total assets and 856 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,159 in Finance & Insurance (8,869 peers)

Where Snfc Mortgage Company 401(k) Plan sits by assets

Snfc Mortgage Company 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 856 participants (~$37,095/participant), up 9.6% in 2023.

#6,159
in Finance & Insurance (8,869 peers)
+9.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Snfc Mortgage Company 401(k) Plan's outsized position by total assets

Snfc Mortgage Company 401(k) Plan vs every filed plan by assets

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

$31,753,151 Top 20% higher than 80% 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

Snfc Mortgage Company 401(k) 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. Snfc Mortgage Company 401(k) Plan sits mid-pack in the medium band (856 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Snfc Mortgage Company 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Snfc Mortgage Company 401(k) Plan reported participants fell from 1,184 in the plan year 2022 filing to 856 in the plan year 2023 filing.
  • Snfc Mortgage Company 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Snfc Mortgage Company 401(k) Plan · $32M · 856 · 80th

  • IND $32M
  • EOY 856
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan
  • EIN ind #6159

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 →

Snfc Mortgage Company 401(k) Plan in the asset neighbourhood

The Rfa Group Retirement Savings PlanThe Rfa Group Retirement Sav…$32MSnfc Mortgage Company 401(k) PlanSnfc Mortgage Company 401(k)…$32MStockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing PlanStockton Cardiology Medical …$32MVogel Retirement Plan$32MMori Associates, Inc. 401(k) Plan and TrustMori Associates, Inc. 401(k)…$32M
End-of-year total assets ($M) among Snfc Mortgage Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN870345941
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Securtiy National Financial Corporation)

Sponsor-wide plan assets over time

All Securtiy 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.

Snfc Mortgage Company 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Snfc Mortgage Company 401(k) Plan, Total assets ($B): 0.031753151 · Participants: 856Snfc Mortgage Company 401(k) 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
Snfc Mortgage Company 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Snfc Mortgage Company 401(k) Plan side-by-side with 3 peers →

Snfc Mortgage Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan in CA ($32M); by covered participants it is Salo, LLC 401(k) Plan in MN (856 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (856 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 Snfc Mortgage Company 401(k) Plan assets move in 2023? ▼
Snfc Mortgage Company 401(k) Plan grew at a solid clip - up 9.6% during 2023, from $29M to $32M. Reported net income was $3M.
How have Securtiy National Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Securtiy National Financial Corporation's sponsor-wide assets grew 27.4%, from $55M to $71M.
Where does Snfc Mortgage Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Snfc Mortgage Company 401(k) Plan ranks in the 80th 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 Snfc Mortgage Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing Plan in CA ($32M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Snfc Mortgage Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Salo, LLC 401(k) Plan in MN (856 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 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.