401(k) · DOL Form 5500 · 2022

Service Corporation International 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
221
Participants Below avg headcount
42nd
Percentile by assets National rank
$14,791
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stewart Enterprises Puerto Rico Retirement Trust · Sponsored by Service Corporation International · Texas · Other Services

$3M in assets, 221 participants

Service Corporation International's Stewart Enterprises Puerto Rico Retirement Trust reported $3M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,325 in Other Services (8,398 peers)

Coverage in Texas

Stewart Enterprises Puerto Rico Retirement Trust covers 221 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#5,325
in Other Services (8,398 peers)
-18.8%
assets change YoY

The plan reported a net loss of $756K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stewart Enterprises Puerto Rico Retirement Trust's mid-pack asset rank among Other Services and all filers

Stewart Enterprises Puerto Rico Retirement Trust vs every filed plan by assets

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

$3,268,900 42nd percentile higher than 42% 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

Stewart Enterprises Puerto Rico Retirement Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart Enterprises Puerto Rico Retirement Trust sits mid-pack in the medium band (221 participants).

Published 5500 schedule card

Filing strip 741488375 · Service Corporation International PY 2022 · 401(k)

Stewart Enterprises Puerto Rico Retirement Trust · $3M · 221 · 42nd

  • SCH $3M
  • SCH 221
  • SCH 42nd
  • SCH 401(k)
  • SCH near Brosnan Risk Consultants 401(k) Plan
  • SCH ind #5325

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 Other Services retirement plans → · Plans in Texas →

Stewart Enterprises Puerto Rico Retirement Trust in the asset neighbourhood

Stewart Enterprises Puerto Rico Retirement TrustStewart Enterprises Puerto R…$3MBrosnan Risk Consultants 401(k) PlanBrosnan Risk Consultants 401…$3MGuardian Security Systems, Inc. 401(k) Profit Sharing PlanGuardian Security Systems, I…$3MEnterprise Bank of South Carolina Profit Sharing PlanEnterprise Bank of South Car…$3MFco Advisors LP Retirement PlanFco Advisors LP Retirement P…$3M
End-of-year total assets ($M) among Stewart Enterprises Puerto Rico Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$756K
Employer EIN741488375
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Service Corporation International)

Sponsor-wide plan assets over time

All Service Corporation International plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 28.966658541524676% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.37B $1.77B ▲ +29.2%
Year Plans Participants Total Assets
2022 3 20,952 $1.4B
2023 3 22,413 $1.6B
2024 3 22,785 $1.8B

Nearby 401(k) Plans in Texas

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

Stewart Enterprises Puerto Rico Retirement Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Stewart Enterprises Puerto Rico Retirement Trust, Total assets ($B): 0.0032689 · Participants: 221Stewart Enterprises Puerto Rico Retirement TrustAT&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
Stewart Enterprises Puerto Rico Retirement Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Stewart Enterprises Puerto Rico Retirement Trust side-by-side with 3 peers →

Stewart Enterprises Puerto Rico Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Brosnan Risk Consultants 401(k) Plan in NY ($3M); by covered participants it is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Stewart Enterprises Puerto Rico Retirement Trust assets move in 2022? ▼
Stewart Enterprises Puerto Rico Retirement Trust declined sharply - down 18.8% during 2022, from $4M to $3M. Reported net income was -$756K.
How have Service Corporation International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Service Corporation International's sponsor-wide assets grew 29.0%, from $1.4B to $1.8B.
Which 401(k) plans are similar in size to Stewart Enterprises Puerto Rico Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Brosnan Risk Consultants 401(k) Plan in NY ($3M, 3,644 participants).
Which 401(k) plans cover a similar participant headcount to Stewart Enterprises Puerto Rico Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fts International, LLC 401(k) Profit Sharing Plan in VA (221 participants, $67M 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 741488375.

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.