401(k) · DOL Form 5500 · 2023

Service Corporation International 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
232
Participants Below avg headcount
38th
Percentile by assets National rank
$15,385
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

$4M in assets, 232 participants

Service Corporation International's Stewart Enterprises Puerto Rico Retirement Trust reported $4M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,838 in Other Services (7,857 peers)

Coverage in Texas

Stewart Enterprises Puerto Rico Retirement Trust covers 232 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#4,838
in Other Services (7,857 peers)
+9.2%
assets growth YoY

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 2023 · DOL Form 5500

$3,569,255 38th percentile higher than 38% of 127,068 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 2023

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

Plan-year 2023 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 (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stewart Enterprises Puerto Rico Retirement Trust reported net income rose from -$756K in the plan year 2022 filing to $308K in the plan year 2023 filing.
  • Stewart Enterprises Puerto Rico Retirement Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Stewart Enterprises Puerto Rico Retirement Trust reported participants rose from 221 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 741488375 · Service Corporation International PY 2023 · 401(k)

Stewart Enterprises Puerto Rico Retirement Trust · $4M · 232 · 38th

  • BOY $4M
  • BOY 232
  • BOY 38th
  • BOY 401(k)
  • BOY near Sejong Alabama, LLC 401(k) Plan
  • BOY ind #4838

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…$4MSejong Alabama, LLC 401(k) PlanSejong Alabama, LLC 401(k) P…$4MDave Murphy & Associates LLC, Profit Sharing PlanDave Murphy & Associates LLC…$4MBeehive Cheese Company LLC 401(k) PlanBeehive Cheese Company LLC 4…$4MCommunity Programs, Inc. 401(k) Profit Sharing Plan & TrustCommunity Programs, Inc. 401…$4M
End-of-year total assets ($M) among Stewart Enterprises Puerto Rico Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$308K
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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Stewart Enterprises Puerto Rico Retirement Trust, Total assets ($B): 0.003569255 · Participants: 232Stewart Enterprises Puerto Rico Retirement TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell 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 Sejong Alabama, LLC 401(k) Plan in AL ($4M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Stewart Enterprises Puerto Rico Retirement Trust grew at a solid clip - up 9.2% during 2023, from $3M to $4M. Reported net income was $308K.
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 Sejong Alabama, LLC 401(k) Plan in AL ($4M, 322 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 Avion Solutions, Inc. 401(k) Plan in AL (232 participants, $34M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.