401(k) · DOL Form 5500 · 2024
Security State Bank; Security State Mortgage Company 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $144,236
- Avg per participant Near avg balance/head
Official DOL plan name: Security State Bank Retirement and 401(k) Savings Plan and Trust · Sponsored by Security State Bank; Security State Mortgage Company · Washington · Finance & Insurance
$13M in assets, 91 participants
Security State Bank; Security State Mortgage Company's Security State Bank Retirement and 401(k) Savings Plan and Trust reported $13M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,897 in Finance & Insurance (8,549 peers)
2024 asset change
Security State Bank Retirement and 401(k) Savings Plan and Trust grew at a solid clip 9.2% in 2024 ($12M → $13M) for 91 participants.
- #3,897
- in Finance & Insurance (8,549 peers)
- +9.2%
- assets growth YoY
Security State Bank Retirement and 401(k) Savings Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Security State Bank Retirement and 401(k) Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,125,480 Top 38% higher than 62% 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 State Bank Retirement and 401(k) Savings Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Security State Bank Retirement and 401(k) Savings Plan and Trust is a small filing (91 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Security State Bank Retirement and 401(k) Savings Plan and Trust reported net income rose from $810K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Security State Bank Retirement and 401(k) Savings Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Security State Bank Retirement and 401(k) Savings Plan and Trust reported participants rose from 87 in the plan year 2023 filing to 91 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 910404520 · Security State Bank; Security State Mortgage Company PY 2024 · 401(k)
Security State Bank Retirement and 401(k) Savings Plan and Trust · $13M · 91 · 62nd
- SCH $13M
- EBSA 91
- PART 62nd
- TYPE 401(k)
- NET near The Vollrath Company LLC Kewaunee Plant Employees Savings & Profit Sharing Plan
- BOOK ind #3897
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 Washington →
Security State Bank Retirement and 401(k) Savings Plan and Trust in the asset neighbourhood
Security State Bank; Security State Mortgage Company years around the 2024 move
Sponsor-wide plan assets over time
All Security State Bank; Security State Mortgage Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 9.226765196008063% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 87 | $12M |
| 2024 | 1 | 91 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 910404520 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Security State Bank Retirement and 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is The Vollrath Company LLC Kewaunee Plant Employees Savings & Profit Sharing Plan in WI ($13M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (91 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.