401(k) · DOL Form 5500 · 2024

Securtiy National Financial Corporation 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
729
Participants Near avg headcount
79th
Percentile by assets National rank
$45,854
Avg per participant Low balance/head
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Official DOL plan name: Snfc Mortgage Company 401(k) Plan · Sponsored by Securtiy National Financial Corporation · Utah · Finance & Insurance

$33M in assets, 729 participants

Securtiy National Financial Corporation's Snfc Mortgage Company 401(k) Plan reported $33M in total assets and 729 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,733 in Finance & Insurance (8,549 peers)

Where Snfc Mortgage Company 401(k) Plan sits by assets

Snfc Mortgage Company 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 729 participants (~$45,854/participant), up 5.3% in 2024.

#5,733
in Finance & Insurance (8,549 peers)
+5.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Snfc Mortgage Company 401(k) Plan's outsized position by total assets

Snfc Mortgage Company 401(k) Plan vs every filed plan by assets

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

$33,427,700 Top 21% higher than 79% 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

Snfc Mortgage Company 401(k) 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. Snfc Mortgage Company 401(k) Plan sits mid-pack in the medium band (729 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Snfc Mortgage Company 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Snfc Mortgage Company 401(k) Plan reported participants fell from 856 in the plan year 2023 filing to 729 in the plan year 2024 filing.
  • Snfc Mortgage Company 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870345941 · Securtiy National Financial Corporation PY 2024 · 401(k)

Snfc Mortgage Company 401(k) Plan · $33M · 729 · 79th

  • PHOTO $33M
  • PHOTO 729
  • PHOTO 79th
  • PHOTO 401(k)
  • PHOTO near Dynamic Resource Group Employees Retirement Plan
  • PHOTO ind #5733

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 Utah →

Snfc Mortgage Company 401(k) Plan in the asset neighbourhood

Snfc Mortgage Company 401(k) PlanSnfc Mortgage Company 401(k)…$33MDynamic Resource Group Employees Retirement PlanDynamic Resource Group Emplo…$33MGoldsboro Pediatrics, P.a. 401(k) Profit Sharing PlanGoldsboro Pediatrics, P.a. 4…$33MThe Western Sugar Cooperative Hourly Savings and Investment PlanThe Western Sugar Cooperativ…$33MNorth American Stamping Group 401(k) PlanNorth American Stamping Grou…$33M
End-of-year total assets ($M) among Snfc Mortgage Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN870345941
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Securtiy National Financial Corporation)

Sponsor-wide plan assets over time

All Securtiy National Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$71M 27.41608551923712% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.4M $70.6M ▲ +27.4%
Year Plans Participants Total Assets
2022 3 1,838 $55M
2023 2 1,306 $60M
2024 2 1,159 $71M

Nearby 401(k) Plans in Utah

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

Snfc Mortgage Company 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Snfc Mortgage Company 401(k) Plan, Total assets ($B): 0.0334277 · Participants: 729Snfc Mortgage Company 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Snfc Mortgage Company 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Snfc Mortgage Company 401(k) Plan side-by-side with 3 peers →

Snfc Mortgage Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Dynamic Resource Group Employees Retirement Plan in IN ($33M); by covered participants it is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (729 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (729 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 Snfc Mortgage Company 401(k) Plan assets move in 2024? ▼
Snfc Mortgage Company 401(k) Plan grew at a solid clip - up 5.3% during 2024, from $32M to $33M. Reported net income was $2M.
How have Securtiy National Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Securtiy National Financial Corporation's sponsor-wide assets grew 27.4%, from $55M to $71M.
Where does Snfc Mortgage Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Snfc Mortgage Company 401(k) Plan ranks in the 79th 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 Snfc Mortgage Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dynamic Resource Group Employees Retirement Plan in IN ($33M, 503 participants).
Which 401(k) plans cover a similar participant headcount to Snfc Mortgage Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alerus Financial Corporation Safe Harbor 401(k) Plan in ND (729 participants, $192M 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 870345941.

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.