Defined Benefit (Pension) · DOL Form 5500 · 2023

Security Mutual Life Insurance Company Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
141
Participants Small participant base
86th
Percentile by assets National rank
$387,615
Avg per participant High balance/head
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Official DOL plan name: Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan · Sponsored by Security Mutual Life Insurance Company · New York · Finance & Insurance

$55M in assets, 141 participants

Security Mutual Life Insurance Company's Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan reported $55M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,023 in Finance & Insurance (8,869 peers)

Coverage in New York

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $55M.

#7,023
in Finance & Insurance (8,869 peers)
+11.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan's outsized position by total assets

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan vs every filed plan by assets

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

$54,653,706 Top 14% higher than 86% 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 Mutual Life Ins Co of Ny Home Office & Affiliates Pension 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. Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan reported net income rose from -$13M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan end-of-year assets rose from $49M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan reported participants fell from 151 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 150442730 · Security Mutual Life Insurance Company PY 2023 · Defined Benefit (Pension)

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan · $55M · 141 · 86th

  • BOOK $55M
  • BOOK 141
  • BOOK 86th
  • BOOK Defined Benefit (Pension)
  • BOOK near Vizient Retirement Plan
  • BOOK ind #7023

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 New York →

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan in the asset neighbourhood

Vizient Retirement Plan$55MSecurity Mutual Life Ins Co of Ny Home Office & Affiliates Pension PlanSecurity Mutual Life Ins Co …$55MAmcor Rigid Packaging Pension PlanAmcor Rigid Packaging Pensio…$55MRetirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLCRetirement Income Plan for N…$55MAmended and Restated Blethen Maine Newspapers, Inc. Pension PlanAmended and Restated Blethen…$55M
End-of-year total assets ($M) among Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$55M
Net Income$5M
Employer EIN150442730
Plan Effective Date1941-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security Mutual Life Insurance Company)

Sponsor-wide plan assets over time

All Security Mutual Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$162M 22.192180643685518% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $133M $162M ▲ +22.2%
Year Plans Participants Total Assets
2022 3 590 $133M
2023 3 574 $148M
2024 3 540 $162M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan, Total assets ($B): 0.054653706 · Participants: 141Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan side-by-side with 3 peers →

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Vizient Retirement Plan in TX ($55M); by covered participants it is Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan assets move in 2023? ▼
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan grew at a solid clip - up 11.2% during 2023, from $49M to $55M. Reported net income was $5M.
How have Security Mutual Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security Mutual Life Insurance Company's sponsor-wide assets grew 22.2%, from $133M to $162M.
Where does Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan rank by assets among Form 5500 filers? ▼
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vizient Retirement Plan in TX ($55M, 224 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sappi North America, Inc. Cumberland Mills Hourly Employees' Retirement Plan in MA (141 participants, $42M 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 150442730.

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.