401(k) · DOL Form 5500 · 2024

Eldridge Wealth Solutions, Inc. 401(k) Plan

Data updated 2026-08-11

$389M
Total assets
1,439
Participants
97th
Percentile by assets
$270,470
Avg per participant
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Official DOL plan name: Security Benefit Associates Profit Sharing and Savings Plan · Sponsored by Eldridge Wealth Solutions, Inc. · Kansas · Management of Enterprises

$389M in assets, 1,439 participants

Eldridge Wealth Solutions, Inc.'s Security Benefit Associates Profit Sharing and Savings Plan reported $389M in total assets and 1,439 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 123,622 plans)
  • #1,011 in Management of Enterprises (1,133 peers)

Coverage in Kansas

Security Benefit Associates Profit Sharing and Savings Plan covers 1,439 participants in Kansas, 4.0x the typical Kansas plan (state average ~360 per filing). Assets: $389M.

$389M
total plan assets (2024 EOY)
1,439
covered participants
97th
percentile by assets (of 123,622 plans)
$270,470
avg assets per participant

Where Security Benefit Associates Profit Sharing and Savings Plan sits by total assets

Security Benefit Associates Profit Sharing and Savings Plan vs every filed plan by assets

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

$389,206,179 Top 3% higher than 97% 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 Profit Sharing and Savings Plan end-of-year assets rose from $299M in the plan year 2023 filing to $389M in the plan year 2024 filing.
  • Security Benefit Associates Profit Sharing and Savings Plan reported net income fell from $48M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Security Benefit Associates Profit Sharing and Savings Plan reported participants fell from 1,451 in the plan year 2023 filing to 1,439 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Kansas
Industry
Management of Enterprises

Participants vs Kansas filers

In Kansas, the average filing covers about 360 participants across 1,174 plans. Security Benefit Associates Profit Sharing and Savings Plan reports 1,439 participants - 4.0x that state average ($389M EOY assets).

Kansas filing particulars

Total Assets (Beginning of Year)$299M
Net Assets (End of Year)$389M
Net Income$39M
Employer EIN481202239
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eldridge Wealth Solutions, Inc.)

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

Nearby 401(k) Plans in Kansas

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

Security Benefit Associates Profit Sharing and Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Security Benefit Ass…, Total assets ($B): 0.389206179 · Participants: 1439Security Benefit Ass…Koch Employees' Savi…, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savi…Performance Contract…, Total assets ($B): 3.582245863 · Participants: 1315Performance Contract…Black & Veatch Retir…, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retir…Garmin International…, Total assets ($B): 2.173466604 · Participants: 7082Garmin International…Spirit Aerosystems H…, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems H…
Security Benefit Associates Profit Sharing and Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Security Benefit Associates Profit Shari… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Security Benefit Associates Profit Sharing and Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Security Benefit Associates Profit Sharing and Savings Plan assets move in 2024? ▼
Security Benefit Associates Profit Sharing and Savings Plan surged - up 30.1% during 2024, from $299M to $389M. Reported net income was $39M.
How have Eldridge Wealth Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eldridge Wealth Solutions, Inc.'s sponsor-wide assets grew 46.7%, from $301M to $442M.
Where does Security Benefit Associates Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Security Benefit Associates Profit Sharing and Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Security Benefit Associates Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roblox Corporation 401(k) Plan in CA ($389M, 2,332 participants).

Next read for Security Benefit Associates Profit Shari…

Filing takeaways

Ways to act on Security Benefit Associates Profit Sharing and Savings Plan's numbers.

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.