401(k) · DOL Form 5500 · 2024
Security National Corp 401(k) Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 284
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $298,609
- Avg per participant High balance/head
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.
- #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.
- #7,123
- in Finance & Insurance (8,549 peers)
- +10.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Security National Corporation Retirement Savings Plan & Trust's outsized position 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
Security National Corporation Retirement Savings Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Security National Corporation Retirement Savings Plan & Trust sits mid-pack in the medium band (284 participants).
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.
Plan-year Form 5500 strip
Filing strip 420943329 · Security National Corp PY 2024 · 401(k)
Security National Corporation Retirement Savings Plan & Trust · $85M · 284 · 89th
- BOY $85M
- SCH 284
- EBSA 89th
- PART 401(k)
- TYPE near Triplepoint Acquisition Holdings LLC 401(k) Profit Sharing Plan
- NET ind #7123
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 Iowa →
Security National Corporation Retirement Savings Plan & Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Security National Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 23.092371153814582% vs 2022
- 2024 filing year
| 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.
- 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
Security National Corporation Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Triplepoint Acquisition Holdings LLC 401(k) Profit Sharing Plan in OH ($85M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.
- Crown/Loyal 401(k) Plan (NH) 284 · 0 off
- Nextier Retirement Savings Plan (PA) 284 · 0 off
- Hcp Management Operations, Inc. Retirement Savings Plan (NJ) 284 · 0 off
- Walter 401(k) Retirement Savings Plan (CT) 284 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.