401(k) · DOL Form 5500 · 2024
Eldridge Wealth Solutions, Inc. 401(k) Plan
Data updated 2026-08-25
- $389M
- Total assets Above avg plan size
- 1,439
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $270,470
- Avg per participant High balance/head
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.
- #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.
- #1,011
- in Management of Enterprises (1,133 peers)
- +30.1%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Security Benefit Associates Profit Sharing and Savings Plan's outsized position 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
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 Profit Sharing and Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Security Benefit Associates Profit Sharing and Savings Plan lands in the large band (1,439 participants).
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.
Published 5500 schedule card
Filing strip 481202239 · Eldridge Wealth Solutions, Inc. PY 2024 · 401(k)
Security Benefit Associates Profit Sharing and Savings Plan · $389M · 1,439 · 97th
- ASSETS $389M
- PCT 1,439
- EIN 97th
- RANK 401(k)
- PHOTO near Roblox Corporation 401(k) Plan
- IND ind #1011
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 Management of Enterprises retirement plans → · Plans in Kansas →
Security Benefit Associates Profit Sharing and Savings Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $299M |
|---|---|
| Net Assets (End of Year) | $389M |
| Net Income | $39M |
| Employer EIN | 481202239 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eldridge Wealth Solutions, Inc.)
Sponsor-wide plan assets over time
All Eldridge Wealth Solutions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $442M 46.7404892931762% vs 2022
- 2024 filing year
| 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.
- Koch Employees' Savings Plan $4.3B · 11,423
- Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
- Black & Veatch Retirement Program $3.0B · 7,438
- Garmin International, Inc. Retirement Plan $2.2B · 7,082
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736
Security Benefit Associates Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Roblox Corporation 401(k) Plan in CA ($389M); by covered participants it is Meduit, LLC 401(k) Retirement Plan in NC (1,439 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($389M here).
- Roblox Corporation 401(k) Plan (CA) $389M · 2,332
- Lockheed Martin Corporation Operations Support Savings Plan (MD) $389M · 1,338
- Carr, Riggs & Ingram Capital, LLC 401(k) Plan & Trust (AL) $389M · 2,234
- California Water Service Company Savings Plan (CA) $389M · 1,271
Similar participant headcount
Nearest other-state filings by covered participants (1,439 participants); asset peers above are excluded.
- Meduit, LLC 401(k) Retirement Plan (NC) 1,439 · 0 off
- Quest Management 401(k) Plan (IL) 1,439 · 0 off
- Fives Retirement Savings Plan (MI) 1,439 · 0 off
- Sheehan Family Companies Employee Savings Plan (MA) 1,439 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.