401(k) · DOL Form 5500 · 2024
Security National Corp 401(k) Plan
Data updated 2026-08-11
- $85M
- Total assets
- 284
- Participants
- 89th
- Percentile by assets
- $298,609
- Avg per participant
Official DOL plan name: Security National Corporation Retirement Savings Plan & Trust · Sponsored by Security National Corp · Iowa · Finance & Insurance
$85M in assets, 284 participants
Security National Corp's Security National Corporation Retirement Savings Plan & Trust reported $85M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 123,622 plans)
- #7,123 in Finance & Insurance (8,549 peers)
Coverage in Iowa
Security National Corporation Retirement Savings Plan & Trust covers 284 participants in Iowa, about 47% of the average Iowa filer (state average ~609 per filing). Assets: $85M.
- $85M
- total plan assets (2024 EOY)
- 284
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $298,609
- avg assets per participant
Where Security National Corporation Retirement Savings Plan & Trust sits by total assets
Security National Corporation Retirement Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,804,867 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Security National Corporation Retirement Savings Plan & Trust end-of-year assets rose from $77M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- Security National Corporation Retirement Savings Plan & Trust reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Security National Corporation Retirement Savings Plan & Trust reported participants rose from 281 in the plan year 2023 filing to 284 in the plan year 2024 filing.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Security National Corporation Retirement Savings Plan & Trust reports 284 participants - about 47% of that state average ($85M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $8M |
| Employer EIN | 420943329 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Security National Corp)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $69M |
| 2023 | 1 | 281 | $77M |
| 2024 | 1 | 284 | $85M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Security National Corporation Retirement Savings Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Security National Corporation Retirement Savings Plan & Trust by total assets, not by location.
- Triplepoint Acquisition Holdings LLC 401(k) Profit Sharing Plan (OH) $85M · 650
- O'reilly Media, Inc. 401(k) Plan (CA) $85M · 399
- Cornerstone Chemical Company Union Employees' Savings and Profit Sharing Plan (LA) $85M · 229
- Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401(k) & Profit Sharing Plan (RI) $85M · 314
Frequently Asked Questions
How did Security National Corporation Retirement Savings Plan & Trust assets move in 2024? ▼
How have Security National Corp plan assets changed over time? ▼
Where does Security National Corporation Retirement Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Security National Corporation Retirement Savings Plan & Trust? ▼
Next read for Security National Corporation Retirement…
Filing takeaways
Ways to act on Security National Corporation Retirement Savings Plan & Trust's numbers.
- By total assets, Security National Corporation Retirement Savings Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Security National Corp's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Finance & Insurance plans