401(k) · DOL Form 5500 · 2024

Securities Transfer Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
17
Participants Small participant base
26th
Percentile by assets National rank
$84,954
Avg per participant Below avg balance/head
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Official DOL plan name: Securities Transfer Corporation 401(k) Profit Sharing Plan · Sponsored by Securities Transfer Corporation · Texas · Finance & Insurance

$1M in assets, 17 participants

Securities Transfer Corporation's Securities Transfer Corporation 401(k) Profit Sharing Plan reported $1M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,364 in Finance & Insurance (8,549 peers)

Securities Transfer Corporation multi-year trail

Securities Transfer Corporation's plans moved +22.6% in assets from 2022 to 2024; this filing shows Securities Transfer Corporation 401(k) Profit Sharing Plan at $1M / 17 participants.

#1,364
in Finance & Insurance (8,549 peers)
+2.6%
assets growth YoY

Securities Transfer Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

Securities Transfer Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,444,221 26th percentile higher than 26% 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

Securities Transfer Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Securities Transfer Corporation 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Securities Transfer Corporation 401(k) Profit Sharing Plan reported net income fell from $229K in the plan year 2023 filing to $37K in the plan year 2024 filing.
  • Securities Transfer Corporation 401(k) Profit Sharing Plan reported participants rose from 12 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Securities Transfer Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752189538 · Securities Transfer Corporation PY 2024 · 401(k)

Securities Transfer Corporation 401(k) Profit Sharing Plan · $1M · 17 · 26th

  • TYPE $1M
  • TYPE 17
  • TYPE 26th
  • TYPE 401(k)
  • TYPE near Autism Behavioral Ventures LLC 401(k) Plan
  • TYPE ind #1364

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 →

Securities Transfer Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Securities Transfer Corporation 401(k) Profit Sharing PlanSecurities Transfer Corporat…$1MAutism Behavioral Ventures LLC 401(k) PlanAutism Behavioral Ventures L…$1MCts Excavations, LLC Safe Harbor 401(k) PlanCts Excavations, LLC Safe Ha…$1MHouwzer 401(k) Plan$1MSobel Medical Associates Ltd 401(k) Profit Sharing Plan & TrustSobel Medical Associates Ltd…$1M
End-of-year total assets ($M) among Securities Transfer Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Securities Transfer Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Securities Transfer Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.567359298247997% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.18M $1.44M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 12 $1M
2024 1 17 $1M

Securities Transfer Corporation filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$37K
Employer EIN752189538
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Securities Transfer Corporation 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 ($B) Participants Securities Transfer Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.001444221 · Participants: 17Securities Transfer Corporation 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
Securities Transfer Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Securities Transfer Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Securities Transfer Corporation 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 Autism Behavioral Ventures LLC 401(k) Plan in CO ($1M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Securities Transfer Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
Securities Transfer Corporation 401(k) Profit Sharing Plan edged up modestly - up 2.6% during 2024, from $1M to $1M. Reported net income was $37K.
How have Securities Transfer Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Securities Transfer Corporation's sponsor-wide assets grew 22.6%, from $1M to $1M.
Which 401(k) plans are similar in size to Securities Transfer Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Autism Behavioral Ventures LLC 401(k) Plan in CO ($1M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Securities Transfer Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 752189538.

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.