401(k) · DOL Form 5500 · 2023
Situsamc Holdings Corp. 401(k) Plan
Data updated 2026-08-11
- $170M
- Total assets
- 2,447
- Participants
- 94th
- Percentile by assets
- $69,655
- Avg per participant
Official DOL plan name: Situsamc 401(k) Plan · Sponsored by Situsamc Holdings Corp. · Texas · Finance & Insurance
$170M in assets, 2,447 participants
Situsamc Holdings Corp.'s Situsamc 401(k) Plan reported $170M in total assets and 2,447 participants in its 2023 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.
- 94th percentile by assets (of 127,072 plans)
- #8,039 in Finance & Insurance (8,869 peers)
Coverage in Texas
Situsamc 401(k) Plan covers 2,447 participants in Texas, 3.6x the typical Texas plan (state average ~688 per filing). Assets: $170M.
- $170M
- total plan assets (2023 EOY)
- 2,447
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $69,655
- avg assets per participant
Where Situsamc 401(k) Plan sits by total assets
Situsamc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,446,532 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Situsamc 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Situsamc 401(k) Plan end-of-year assets rose from $135M in the plan year 2022 filing to $170M in the plan year 2023 filing.
- Situsamc 401(k) Plan reported participants fell from 2,723 in the plan year 2022 filing to 2,447 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Situsamc 401(k) Plan reports 2,447 participants - 3.6x that state average ($170M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | $36M |
| Employer EIN | 842147948 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Situsamc Holdings Corp.)
| 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
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Situsamc 401(k) Plan by total assets, not by location.
- Ta Operating LLC 401(k) Savings Plan (OH) $170M · 17,241
- Instant Brands Retirement Income Plan (IL) $170M · 1,567
- Seminole Tribe of Florida 401(k) Plan (FL) $170M · 2,173
- Church Mutual Salary Savings Plan and Trust (401(k) Plan) (WI) $171M · 1,204
Frequently Asked Questions
How did Situsamc 401(k) Plan assets move in 2023? ▼
How have Situsamc Holdings Corp. plan assets changed over time? ▼
Where does Situsamc 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Situsamc 401(k) Plan? ▼
Next read for Situsamc 401(k) Plan
Filing takeaways
Ways to act on Situsamc 401(k) Plan's numbers.
- By total assets, Situsamc 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Situsamc Holdings Corp.'s sponsor-wide assets have grown 54.9% since 2022 across 3 plan years on file. More Finance & Insurance plans