401(k) · DOL Form 5500 · 2024
Security Mutual Life Insurance Company of New York 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $151,832
- Avg per participant Above avg balance/head
Official DOL plan name: Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan · Sponsored by Security Mutual Life Insurance Company of New York · New York · Finance & Insurance
$18M in assets, 118 participants
Security Mutual Life Insurance Company of New York's Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan reported $18M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #4,489 in Finance & Insurance (8,549 peers)
Coverage in New York
Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $18M.
- #4,489
- in Finance & Insurance (8,549 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $891K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan's outsized position by total assets
Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,916,200 Top 32% higher than 68% 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 Mutual Life Insurance Company of New York Career Agents' 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 Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan reported net income fell from -$53K in the plan year 2023 filing to -$891K in the plan year 2024 filing.
- Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan reported participants fell from 126 in the plan year 2023 filing to 118 in the plan year 2024 filing.
- Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan end-of-year assets fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 150442730 · Security Mutual Life Insurance Company of New York PY 2024 · 401(k)
Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan · $18M · 118 · 68th
- EIN $18M
- RANK 118
- PHOTO 68th
- IND 401(k)
- EOY near Fly Exclusive 401(k) Plan
- 5500 ind #4489
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 New York →
Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$891K |
| Employer EIN | 150442730 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Security Mutual Life Insurance Company of New York)
Sponsor-wide plan assets over time
All Security Mutual Life Insurance Company of New York plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 22.192180643685518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 590 | $133M |
| 2023 | 3 | 574 | $148M |
| 2024 | 3 | 540 | $162M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Security Mutual Life Insurance Company of New York Career Agents' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Fly Exclusive 401(k) Plan in NC ($18M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Fly Exclusive 401(k) Plan (NC) $18M · 699
- Oahu Waste Services, Inc 401(k) Profit Sharing Plan (HI) $18M · 267
- Ppfa Retirement Plan (TX) $18M · 222
- Iris Software Group 401(k) Plan (GA) $18M · 388
Similar participant headcount
Nearest other-state filings by covered participants (118 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.