Defined Benefit (Pension) · DOL Form 5500 · 2024

Security Mutual Life Insurance Company Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
125
Participants Small participant base
86th
Percentile by assets National rank
$481,421
Avg per participant High balance/head
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Official DOL plan name: Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan · Sponsored by Security Mutual Life Insurance Company · New York · Finance & Insurance

$60M in assets, 125 participants

Security Mutual Life Insurance Company's Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan reported $60M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,714 in Finance & Insurance (8,549 peers)

Coverage in New York

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $60M.

#6,714
in Finance & Insurance (8,549 peers)
+10.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan's outsized position by total assets

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan vs every filed plan by assets

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

$60,177,563 Top 14% higher than 86% 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 Mutual Life Ins Co of Ny Home Office & Affiliates Pension 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 Ins Co of Ny Home Office & Affiliates Pension Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan reported participants fell from 141 in the plan year 2023 filing to 125 in the plan year 2024 filing.
  • Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan end-of-year assets rose from $55M in the plan year 2023 filing to $60M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 150442730 · Security Mutual Life Insurance Company PY 2024 · Defined Benefit (Pension)

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan · $60M · 125 · 86th

  • SCH $60M
  • SCH 125
  • SCH 86th
  • SCH Defined Benefit (Pension)
  • SCH near Retirement Plan for Employees of Alliancebernstein L.P.
  • SCH ind #6714

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 Ins Co of Ny Home Office & Affiliates Pension Plan in the asset neighbourhood

Altium Packaging Pension Plan$60MDuck River Electric Membership Corporation Retirement PlanDuck River Electric Membersh…$60MTopco Associates LLC Pension PlanTopco Associates LLC Pension…$60MSecurity Mutual Life Ins Co of Ny Home Office & Affiliates Pension PlanSecurity Mutual Life Ins Co …$60MRetirement Plan for Employees of Alliancebernstein L.P.Retirement Plan for Employee…$60M
End-of-year total assets ($M) among Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$60M
Net Income$6M
Employer EIN150442730
Plan Effective Date1941-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Security Mutual Life Insurance Company)

Sponsor-wide plan assets over time

All Security Mutual Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$162M 22.192180643685518% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $133M $162M ▲ +22.2%
Year Plans Participants Total Assets
2022 3 590 $133M
2023 3 574 $148M
2024 3 540 $162M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan, Total assets ($B): 0.060177563 · Participants: 125Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan side-by-side with 3 peers →

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Alliancebernstein L.P. in TN ($60M); by covered participants it is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan assets move in 2024? ▼
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan grew at a solid clip - up 10.1% during 2024, from $55M to $60M. Reported net income was $6M.
How have Security Mutual Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security Mutual Life Insurance Company's sponsor-wide assets grew 22.2%, from $133M to $162M.
Where does Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan rank by assets among Form 5500 filers? ▼
Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Alliancebernstein L.P. in TN ($60M, 116 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants, $101M 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 150442730.

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.