401(k) · DOL Form 5500 · 2024
Security Service Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $316M
- Total assets Above avg plan size
- 2,008
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $157,153
- Avg per participant Above avg balance/head
Official DOL plan name: Security Service Federal Credit Union Cash Accumulation Plan and Trust · Sponsored by Security Service Federal Credit Union · Texas · Finance & Insurance
$316M in assets, 2,008 participants
Security Service Federal Credit Union's Security Service Federal Credit Union Cash Accumulation Plan and Trust reported $316M in total assets and 2,008 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #7,965 in Finance & Insurance (8,549 peers)
Coverage in Texas
Security Service Federal Credit Union Cash Accumulation Plan and Trust covers 2,008 participants in Texas, 2.9x the typical Texas plan (state average ~688 per filing). Assets: $316M.
- #7,965
- in Finance & Insurance (8,549 peers)
- +13.4%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Security Service Federal Credit Union Cash Accumulation Plan and Trust's outsized position by total assets
Security Service Federal Credit Union Cash Accumulation Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$315,562,932 Top 4% higher than 96% 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 Service Federal Credit Union Cash Accumulation Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Security Service Federal Credit Union Cash Accumulation Plan and Trust lands in the large band (2,008 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Security Service Federal Credit Union Cash Accumulation Plan and Trust reported net income fell from $52M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Security Service Federal Credit Union Cash Accumulation Plan and Trust end-of-year assets rose from $278M in the plan year 2023 filing to $316M in the plan year 2024 filing.
- Security Service Federal Credit Union Cash Accumulation Plan and Trust reported participants rose from 1,930 in the plan year 2023 filing to 2,008 in the plan year 2024 filing.
DOL schedule card
Filing strip 741277697 · Security Service Federal Credit Union PY 2024 · 401(k)
Security Service Federal Credit Union Cash Accumulation Plan and Trust · $316M · 2,008 · 96th
- BOY $316M
- SCH 2,008
- EBSA 96th
- PART 401(k)
- TYPE near Profit Sharing and 401(k) Plan for Employees of Carlton Fields
- NET ind #7965
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 Texas →
Security Service Federal Credit Union Cash Accumulation Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $278M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | $37M |
| Employer EIN | 741277697 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Security Service Federal Credit Union)
Sponsor-wide plan assets over time
All Security Service Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $316M 39.787209926681456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,809 | $226M |
| 2023 | 1 | 1,930 | $278M |
| 2024 | 1 | 2,008 | $316M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Security Service Federal Credit Union Cash Accumulation Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Profit Sharing and 401(k) Plan for Employees of Carlton Fields in FL ($316M); by covered participants it is Rremc Restaurants Retirement Savings Plan in FL (2,008 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($316M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,008 participants); asset peers above are excluded.
- Rremc Restaurants Retirement Savings Plan (FL) 2,008 · 0 off
- Bowman Consulting Group, Ltd. Retirement Plan (VA) 2,007 · 1 off
- The Cannabist Company 401(k) Plan (MA) 2,009 · 1 off
- Myers Industries, Inc. Profit Sharing and 401(k) Plan (OH) 2,007 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.