401(k) · DOL Form 5500 · 2024

Security State Bank & Trust 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
267
Participants Below avg headcount
76th
Percentile by assets National rank
$104,892
Avg per participant Below avg balance/head
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Official DOL plan name: Security State Bank & Trust 401(k) & Profit Sharing Plan · Sponsored by Security State Bank & Trust · Texas · Finance & Insurance

$28M in assets, 267 participants

Security State Bank & Trust's Security State Bank & Trust 401(k) & Profit Sharing Plan reported $28M in total assets and 267 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,410 in Finance & Insurance (8,549 peers)

Coverage in Texas

Security State Bank & Trust 401(k) & Profit Sharing Plan covers 267 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#5,410
in Finance & Insurance (8,549 peers)
+1.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Security State Bank & Trust 401(k) & Profit Sharing Plan's outsized position by total assets

Security State Bank & Trust 401(k) & Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,006,116 Top 24% higher than 76% of 123,620 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 2024

Security State Bank & Trust 401(k) & Profit Sharing Plan 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 State Bank & Trust 401(k) & Profit Sharing Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Security State Bank & Trust 401(k) & Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $429K in the plan year 2024 filing.
  • Security State Bank & Trust 401(k) & Profit Sharing Plan reported participants fell from 280 in the plan year 2023 filing to 267 in the plan year 2024 filing.
  • Security State Bank & Trust 401(k) & Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 740890992 · Security State Bank & Trust PY 2024 · 401(k)

Security State Bank & Trust 401(k) & Profit Sharing Plan · $28M · 267 · 76th

  • VS-ST $28M
  • BOY 267
  • SCH 76th
  • EBSA 401(k)
  • PART near Sor, Inc. Profit Sharing and 401(k) Plan
  • TYPE ind #5410

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 State Bank & Trust 401(k) & Profit Sharing Plan in the asset neighbourhood

Security State Bank & Trust 401(k) & Profit Sharing PlanSecurity State Bank & Trust …$28MMoore, Ingram, Johnson, & Steele, LLP 401(k) Profit Sharing PlanMoore, Ingram, Johnson, & St…$28MWoodmont Real Estate Services, L.P. 401(k) Profit Sharing PlanWoodmont Real Estate Service…$28MBcp Securities, Inc. Profit Sharing PlanBcp Securities, Inc. Profit …$28MSor, Inc. Profit Sharing and 401(k) PlanSor, Inc. Profit Sharing and…$28M
End-of-year total assets ($M) among Security State Bank & Trust 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$28M
Net Income$429K
Employer EIN740890992
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security State Bank & Trust)

Sponsor-wide plan assets over time

All Security State Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$28M 9.293068465310562% vs 2022
2024 filing year
$25M$26M$27M$28M$29M 202220232024 $25.6M $28M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 281 $26M
2023 1 280 $28M
2024 1 267 $28M

Nearby 401(k) Plans in Texas

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

Security State Bank & Trust 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Security State Bank & Trust 401(k) & Profit Sharing Plan, Total assets ($B): 0.028006116 · Participants: 267Security State Bank & Trust 401(k) & Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Security State Bank & Trust 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Security State Bank & Trust 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Security State Bank & Trust 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sor, Inc. Profit Sharing and 401(k) Plan in KS ($28M); by covered participants it is Envirovac Holdings 401(k) Savings Plan in GA (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Security State Bank & Trust 401(k) & Profit Sharing Plan assets move in 2024? ▼
Security State Bank & Trust 401(k) & Profit Sharing Plan edged up modestly - up 1.6% during 2024, from $28M to $28M. Reported net income was $429K.
How have Security State Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security State Bank & Trust's sponsor-wide assets grew 9.3%, from $26M to $28M.
Where does Security State Bank & Trust 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Security State Bank & Trust 401(k) & Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Security State Bank & Trust 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sor, Inc. Profit Sharing and 401(k) Plan in KS ($28M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Security State Bank & Trust 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Envirovac Holdings 401(k) Savings Plan in GA (267 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 740890992.

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.