401(k) · DOL Form 5500 · 2024

Security National Financial Corporation 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
430
Participants Below avg headcount
80th
Percentile by assets National rank
$86,550
Avg per participant Below avg balance/head
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Official DOL plan name: Snf Corporation Tax-Favored Retirement Savings Plan · Sponsored by Security National Financial Corporation · Utah · Finance & Insurance

$37M in assets, 430 participants

Security National Financial Corporation's Snf Corporation Tax-Favored Retirement Savings Plan reported $37M in total assets and 430 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,950 in Finance & Insurance (8,549 peers)

Where Snf Corporation Tax-Favored Retirement Savings Plan sits by assets

Snf Corporation Tax-Favored Retirement Savings Plan sits in the top quartile of all filed plans by assets, $37M for 430 participants (~$86,550/participant), up 32.0% in 2024.

#5,950
in Finance & Insurance (8,549 peers)
+32.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Snf Corporation Tax-Favored Retirement Savings Plan's outsized position by total assets

Snf Corporation Tax-Favored Retirement Savings Plan vs every filed plan by assets

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

$37,216,389 Top 20% higher than 80% 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

Snf Corporation Tax-Favored Retirement Savings 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. Snf Corporation Tax-Favored Retirement Savings Plan sits mid-pack in the medium band (430 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Snf Corporation Tax-Favored Retirement Savings Plan reported net income rose from $5M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Snf Corporation Tax-Favored Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Snf Corporation Tax-Favored Retirement Savings Plan reported participants fell from 450 in the plan year 2023 filing to 430 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Snf Corporation Tax-Favored Retirement Savings Plan · $37M · 430 · 80th

  • VS-ST $37M
  • VS-ST 430
  • VS-ST 80th
  • VS-ST 401(k)
  • VS-ST near The Teaching Company 401(k) Plan
  • VS-ST ind #5950

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 →

Snf Corporation Tax-Favored Retirement Savings Plan in the asset neighbourhood

Wistron 401(k) Plan$37MSnf Corporation Tax-Favored Retirement Savings PlanSnf Corporation Tax-Favored …$37MThe Teaching Company 401(k) PlanThe Teaching Company 401(k) …$37MPremier Integrated Medical Associates, Ltd. 401(k) Profit Sharing PlanPremier Integrated Medical A…$37MMcmahon Associates, Inc. 401(k) Profit Sharing PlanMcmahon Associates, Inc. 401…$37M
End-of-year total assets ($M) among Snf Corporation Tax-Favored Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$37M
Net Income$9M
Employer EIN870345941
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security National Financial Corporation)

Sponsor-wide plan assets over time

All Security 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.

Snf Corporation Tax-Favored Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Snf Corporation Tax-Favored Retirement Savings Plan, Total assets ($B): 0.037216389 · Participants: 430Snf Corporation Tax-Favored Retirement Savings 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
Snf Corporation Tax-Favored Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Snf Corporation Tax-Favored Retirement Savings Plan side-by-side with 3 peers →

Snf Corporation Tax-Favored Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is The Teaching Company 401(k) Plan in VA ($37M); by covered participants it is Vericity Holdings, Inc. 401(k) Plan in IL (430 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Snf Corporation Tax-Favored Retirement Savings Plan assets move in 2024? ▼
Snf Corporation Tax-Favored Retirement Savings Plan surged - up 32.0% during 2024, from $28M to $37M. Reported net income was $9M.
How have Security National Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security National Financial Corporation's sponsor-wide assets grew 27.4%, from $55M to $71M.
Where does Snf Corporation Tax-Favored Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Snf Corporation Tax-Favored Retirement Savings Plan ranks in the 80th 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 Snf Corporation Tax-Favored Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Teaching Company 401(k) Plan in VA ($37M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Snf Corporation Tax-Favored Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vericity Holdings, Inc. 401(k) Plan in IL (430 participants, $45M 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.