401(k) · DOL Form 5500 · 2022

Situsamc Holdings Corp. 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
2,723
Participants Above avg headcount
94th
Percentile by assets National rank
$49,545
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Situsamc 401(k) Plan · Sponsored by Situsamc Holdings Corp. · Texas · Finance & Insurance

$135M in assets, 2,723 participants

Situsamc Holdings Corp.'s Situsamc 401(k) Plan reported $135M in total assets and 2,723 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,374 in Finance & Insurance (9,261 peers)

Coverage in Texas

Situsamc 401(k) Plan covers 2,723 participants in Texas, 4.0x the typical Texas plan (state average ~688 per filing). Assets: $135M.

#8,374
in Finance & Insurance (9,261 peers)
-5.4%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Situsamc 401(k) Plan's outsized position by total assets

Situsamc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$134,912,245 Top 6% higher than 94% of 139,123 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 2022

Situsamc 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Situsamc 401(k) Plan lands in the large band (2,723 participants).

Plan-year Form 5500 strip

Filing strip 842147948 · Situsamc Holdings Corp. PY 2022 · 401(k)

Situsamc 401(k) Plan · $135M · 2,723 · 94th

  • ASSETS $135M
  • PCT 2,723
  • EIN 94th
  • RANK 401(k)
  • PHOTO near Corbion America Holdings, Inc. Retirement Savings Plan
  • IND ind #8374

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 Texas →

Situsamc 401(k) Plan in the asset neighbourhood

Proskauer Rose LLP Savings Plan for AssociatesProskauer Rose LLP Savings P…$135MCorbion America Holdings, Inc. Retirement Savings PlanCorbion America Holdings, In…$135MSitusamc 401(k) Plan$135MKia Georgia 401(k) Retirement Savings PlanKia Georgia 401(k) Retiremen…$135MMedallia, Inc. 401(k) Plan$135M
End-of-year total assets ($M) among Situsamc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$135M
Net Income-$8M
Employer EIN842147948
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Situsamc Holdings Corp.)

Sponsor-wide plan assets over time

All Situsamc Holdings Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$209M 54.86374494768803% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $135M $209M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 2,723 $135M
2023 1 2,447 $170M
2024 1 2,194 $209M

Nearby 401(k) Plans in Texas

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

Situsamc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Situsamc 401(k) Plan, Total assets ($B): 0.134912245 · Participants: 2723Situsamc 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Situsamc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Situsamc 401(k) Plan side-by-side with 3 peers →

Situsamc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Corbion America Holdings, Inc. Retirement Savings Plan in KS ($135M); by covered participants it is Community Bank System, Inc. 401(k) Employee Stock Ownership Plan in NY (2,723 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($135M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,723 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Situsamc 401(k) Plan assets move in 2022? ▼
Situsamc 401(k) Plan pulled back noticeably - down 5.4% during 2022, from $143M to $135M. Reported net income was -$8M.
How have Situsamc Holdings Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Situsamc Holdings Corp.'s sponsor-wide assets grew 54.9%, from $135M to $209M.
Where does Situsamc 401(k) Plan rank by assets among Form 5500 filers? ▼
Situsamc 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Situsamc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corbion America Holdings, Inc. Retirement Savings Plan in KS ($135M, 883 participants).
Which 401(k) plans cover a similar participant headcount to Situsamc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Bank System, Inc. 401(k) Employee Stock Ownership Plan in NY (2,723 participants, $379M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842147948.

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.