Defined Benefit (Pension) · DOL Form 5500 · 2024

Eldridge Wealth Solutions Pension Plan

Data updated 2026-08-11

$53M
Total assets
140
Participants
85th
Percentile by assets
$377,232
Avg per participant
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Official DOL plan name: Security Benefit Associates Pension Plan · Sponsored by Eldridge Wealth Solutions · Kansas · Finance & Insurance

$53M in assets, 140 participants

Eldridge Wealth Solutions's Security Benefit Associates Pension Plan reported $53M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 123,622 plans)
  • #6,533 in Finance & Insurance (8,549 peers)

Coverage in Kansas

Security Benefit Associates Pension Plan covers 140 participants in Kansas, about 39% of the average Kansas filer (state average ~360 per filing). Assets: $53M.

$53M
total plan assets (2024 EOY)
140
covered participants
85th
percentile by assets (of 123,622 plans)
$377,232
avg assets per participant

Where Security Benefit Associates Pension Plan sits by total assets

Security Benefit Associates Pension Plan vs every filed plan by assets

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

$52,812,449 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Security Benefit Associates Pension Plan reported net income fell from $2M in the plan year 2023 filing to $155K in the plan year 2024 filing.
  • Security Benefit Associates Pension Plan reported participants fell from 156 in the plan year 2023 filing to 140 in the plan year 2024 filing.
  • Security Benefit Associates Pension Plan end-of-year assets rose from $53M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Kansas
Industry
Finance & Insurance

Participants vs Kansas filers

In Kansas, the average filing covers about 360 participants across 1,174 plans. Security Benefit Associates Pension Plan reports 140 participants - about 39% of that state average ($53M EOY assets).

Kansas filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$53M
Net Income$155K
Employer EIN481202239
Plan Effective Date1952-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eldridge Wealth Solutions)

$250M$300M$350M$400M$450M$500M 202220232024 $301M $442M ▲ +46.7%
Total plan assets by year, all Eldridge Wealth Solutions plans on file
Year Plans Participants Total Assets
2022 2 1,473 $301M
2023 2 1,607 $352M
2024 2 1,579 $442M

Nearby Defined Benefit (Pension) Plans in Kansas

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

Security Benefit Associates Pension Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Security Benefit Ass…, Total assets ($B): 0.052812449 · Participants: 140Security Benefit Ass…Koch Employees' Pens…, Total assets ($B): 1.389294649 · Participants: 5044Koch Employees' Pens…Retirement Plan for …, Total assets ($B): 0.497620215 · Participants: 975Retirement Plan for …Invista Pension Plan…, Total assets ($B): 0.362870075 · Participants: 12Invista Pension Plan…Non-Contributory Ret…, Total assets ($B): 0.282634533 · Participants: 475Non-Contributory Ret…Kansas Construction …, Total assets ($B): 0.202599143 · Participants: 790Kansas Construction …
Security Benefit Associates Pension Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants
Compare Security Benefit Associates Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Security Benefit Associates Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Security Benefit Associates Pension Plan assets move in 2024? ▼
Security Benefit Associates Pension Plan held essentially flat - up 0.3% during 2024, from $53M to $53M. Reported net income was $155K.
How have Eldridge Wealth Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eldridge Wealth Solutions's sponsor-wide assets grew 46.7%, from $301M to $442M.
Where does Security Benefit Associates Pension Plan rank by assets among Form 5500 filers? ▼
Security Benefit Associates Pension Plan ranks in the 85th 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 Benefit Associates Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cintas Corporation (G&k Services) Pension Plan in OH ($53M, 624 participants).

Next read for Security Benefit Associates Pension Plan

Filing takeaways

Ways to act on Security Benefit Associates Pension Plan's numbers.

  • By total assets, Security Benefit Associates Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Kansas. Compare plans
  • Eldridge Wealth Solutions's sponsor-wide assets have grown 46.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 481202239.

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.