401(k) · DOL Form 5500 · 2024

Security Ballew, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
16
Participants Small participant base
46th
Percentile by assets National rank
$379,708
Avg per participant High balance/head
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Official DOL plan name: Security Ballew, Inc. 401(k) Profit Sharing Plan · Sponsored by Security Ballew, Inc. · Mississippi · Professional & Technical Services

$6M in assets, 16 participants

Security Ballew, Inc.'s Security Ballew, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,778 in Professional & Technical Services (20,173 peers)

Security Ballew, Inc. multi-year trail

Security Ballew, Inc.'s plans moved +73.6% in assets from 2022 to 2024; this filing shows Security Ballew, Inc. 401(k) Profit Sharing Plan at $6M / 16 participants.

#8,778
in Professional & Technical Services (20,173 peers)
+125.4%
assets growth YoY

Security Ballew, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Security Ballew, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,075,325 46th percentile higher than 46% 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 Ballew, Inc. 401(k) Profit Sharing Plan 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 Ballew, Inc. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Security Ballew, Inc. 401(k) Profit Sharing Plan reported net income rose from $463K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Security Ballew, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Security Ballew, Inc. 401(k) Profit Sharing Plan reported participants fell from 24 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364300994 · Security Ballew, Inc. PY 2024 · 401(k)

Security Ballew, Inc. 401(k) Profit Sharing Plan · $6M · 16 · 46th

  • PHOTO $6M
  • IND 16
  • EOY 46th
  • 5500 401(k)
  • ASSETS near Advent Home Medical 401(k) Profit Sharing Plan & Trust
  • PCT ind #8778

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 Professional & Technical Services retirement plans → · Plans in Mississippi →

Security Ballew, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Security Ballew, Inc. 401(k) Profit Sharing PlanSecurity Ballew, Inc. 401(k)…$6MAdvent Home Medical 401(k) Profit Sharing Plan & TrustAdvent Home Medical 401(k) P…$6MAra Insurance Services, Inc. 401(k) PlanAra Insurance Services, Inc.…$6MHubbard & Drake General/Mechanical Contractors, Inc. 401(k) PspHubbard & Drake General/Mech…$6MPestco 401(k) Plan$6M
End-of-year total assets ($M) among Security Ballew, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Security Ballew, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Security Ballew, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 73.64278737011006% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.45M $14.7M ▲ +73.6%
Year Plans Participants Total Assets
2022 2 258 $8M
2023 2 269 $10M
2024 2 250 $15M

Security Ballew, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN364300994
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Security Ballew, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Security Ballew, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 6.075325 · Participants: 16Security Ballew, Inc. 401(k) Profit Sharing PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Security Ballew, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Security Ballew, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Security Ballew, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Advent Home Medical 401(k) Profit Sharing Plan & Trust in MI ($6M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 Ballew, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Security Ballew, Inc. 401(k) Profit Sharing Plan surged - up 125.4% during 2024, from $3M to $6M. Reported net income was $3M.
How have Security Ballew, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Security Ballew, Inc.'s sponsor-wide assets grew 73.6%, from $8M to $15M.
Which 401(k) plans are similar in size to Security Ballew, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advent Home Medical 401(k) Profit Sharing Plan & Trust in MI ($6M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Security Ballew, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 364300994.

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.