Defined Benefit (Pension) · DOL Form 5500 · 2024

Eldridge Wealth Solutions Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
140
Participants Small participant base
85th
Percentile by assets National rank
$377,232
Avg per participant High balance/head
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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.

  • #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.

#6,533
in Finance & Insurance (8,549 peers)
+0.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Security Benefit Associates Pension Plan's outsized position 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 $2,050,000,000 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 Benefit Associates 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 Benefit Associates Pension Plan sits mid-pack in the medium band (140 participants).

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 →

DOL schedule card

Filing strip 481202239 · Eldridge Wealth Solutions PY 2024 · Defined Benefit (Pension)

Security Benefit Associates Pension Plan · $53M · 140 · 85th

  • EOY $53M
  • 5500 140
  • ASSETS 85th
  • PCT Defined Benefit (Pension)
  • EIN near Cintas Corporation (G&k Services) Pension Plan
  • RANK ind #6533

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 Kansas →

Security Benefit Associates Pension Plan in the asset neighbourhood

Froedtert Hospital Retirement Plan for Certain Former Milwaukee County EmployeesFroedtert Hospital Retiremen…$53MSecurity Benefit Associates Pension PlanSecurity Benefit Associates …$53MCintas Corporation (G&k Services) Pension PlanCintas Corporation (G&k Serv…$53MNidec Minster Corporation Consolidated Pension TrustNidec Minster Corporation Co…$53MI.B.E.W. Local 139 Pension PlanI.B.E.W. Local 139 Pension P…$53M
End-of-year total assets ($M) among Security Benefit Associates Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Eldridge Wealth Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$442M 46.7404892931762% vs 2022
2024 filing year
$250M$300M$350M$400M$450M$500M 202220232024 $301M $442M ▲ +46.7%
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 ($B) Participants Security Benefit Associates Pension Plan, Total assets ($B): 0.052812449 · Participants: 140Security Benefit Associates Pension PlanKoch Employees' Pension Plan, Total assets ($B): 1.389294649 · Participants: 5044Koch Employees' Pension PlanRetirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates, Total assets ($B): 0.497620215 · Participants: 975Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and AffiliatesInvista Pension Plan for Certain Grandfathered Employees, Total assets ($B): 0.362870075 · Participants: 12Invista Pension Plan for Certain Grandfathered EmployeesNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc., Total assets ($B): 0.282634533 · Participants: 475Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc.Kansas Construction Trades Open End Pension Trust Fund, Total assets ($B): 0.202599143 · Participants: 790Kansas Construction Trades Open End Pension Trust Fund
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 →

Security Benefit Associates Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kansas, the nearest Defined Benefit (Pension) by assets is Cintas Corporation (G&k Services) Pension Plan in OH ($53M); by covered participants it is Firstgroup America, Inc. Pension Plan in OH (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Security Benefit Associates Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Firstgroup America, Inc. Pension Plan in OH (140 participants, $94M 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 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.