401(k) · DOL Form 5500 · 2023

Security First Managers LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
476
Participants Below avg headcount
69th
Percentile by assets National rank
$35,094
Avg per participant Low balance/head
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Official DOL plan name: Security First Managers LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Security First Managers LLC · Florida · Finance & Insurance

$17M in assets, 476 participants

Security First Managers LLC's Security First Managers LLC 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 476 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,871 in Finance & Insurance (8,869 peers)

Security First Managers LLC multi-year trail

Security First Managers LLC's plans moved +39.1% in assets from 2022 to 2024; this filing shows Security First Managers LLC 401(k) Profit Sharing Plan and Trust at $17M / 476 participants.

#4,871
in Finance & Insurance (8,869 peers)
+21.4%
assets growth YoY

Security First Managers LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Security First Managers LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,704,934 Top 31% higher than 69% 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 First Managers LLC 401(k) Profit Sharing Plan and Trust 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. Security First Managers LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (476 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Security First Managers LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$939K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Security First Managers LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Security First Managers LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 418 in the plan year 2022 filing to 476 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 753176413 · Security First Managers LLC PY 2023 · 401(k)

Security First Managers LLC 401(k) Profit Sharing Plan and Trust · $17M · 476 · 69th

  • EIN $17M
  • EIN 476
  • EIN 69th
  • EIN 401(k)
  • EIN near Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan
  • EIN ind #4871

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 Florida →

Security First Managers LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Beacon Manufacturing Group 401(k) and Profit Sharing PlanBeacon Manufacturing Group 4…$17MDallas Theological Seminary Retirement Savings PlanDallas Theological Seminary …$17MSecurity First Managers LLC 401(k) Profit Sharing Plan and TrustSecurity First Managers LLC …$17MFrankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing PlanFrankfurt-Short-Bruza Associ…$17MPrecision Concepts International LLCPrecision Concepts Internati…$17M
End-of-year total assets ($M) among Security First Managers LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Security First Managers LLC multi-year asset trail

Sponsor-wide plan assets over time

All Security First Managers LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.11486928837044% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $19.2M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 418 $14M
2023 1 476 $17M
2024 1 415 $19M

Security First Managers LLC filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN753176413
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Security First Managers LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Security First Managers LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.016704934 · Participants: 476Security First Managers LLC 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Security First Managers LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Security First Managers LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Security First Managers LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan in OK ($17M); by covered participants it is Nourison Industries, Inc. 401(k) Profit Sharing Plan in NJ (476 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (476 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 First Managers LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Security First Managers LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 21.4% during 2023, from $14M to $17M. Reported net income was $3M.
How have Security First Managers LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security First Managers LLC's sponsor-wide assets grew 39.1%, from $14M to $19M.
Which 401(k) plans are similar in size to Security First Managers LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan in OK ($17M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Security First Managers LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nourison Industries, Inc. 401(k) Profit Sharing Plan in NJ (476 participants, $25M 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 753176413.

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.