401(k) · DOL Form 5500 · 2024

Situsamc Holdings Corp. 401(k) Plan

Data updated 2026-08-11

$209M
Total assets
2,194
Participants
94th
Percentile by assets
$95,228
Avg per participant
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Official DOL plan name: Situsamc 401(k) Plan · Sponsored by Situsamc Holdings Corp. · Texas · Finance & Insurance

$209M in assets, 2,194 participants

Situsamc Holdings Corp.'s Situsamc 401(k) Plan reported $209M in total assets and 2,194 participants in its 2024 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 123,622 plans)
  • #7,786 in Finance & Insurance (8,549 peers)

Coverage in Texas

Situsamc 401(k) Plan covers 2,194 participants in Texas, 3.2x the typical Texas plan (state average ~688 per filing). Assets: $209M.

$209M
total plan assets (2024 EOY)
2,194
covered participants
94th
percentile by assets (of 123,622 plans)
$95,228
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 2024 · DOL Form 5500

$208,930,155 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Situsamc 401(k) Plan end-of-year assets rose from $170M in the plan year 2023 filing to $209M in the plan year 2024 filing.
  • Situsamc 401(k) Plan reported participants fell from 2,447 in the plan year 2023 filing to 2,194 in the plan year 2024 filing.
  • Situsamc 401(k) Plan reported net income rose from $36M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Texas
Industry
Finance & Insurance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Situsamc 401(k) Plan reports 2,194 participants - 3.2x that state average ($209M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$170M
Net Assets (End of Year)$209M
Net Income$38M
Employer EIN842147948
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Situsamc Holdings Corp.)

$100M$150M$200M$250M 202220232024 $135M $209M ▲ +54.9%
Total plan assets by year, all Situsamc Holdings Corp. plans on file
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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Situsamc 401(k) Plan, Total assets ($B): 0.208930155 · Participants: 2194Situsamc 401(k) PlanAT&T Retirement Savi…, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings P…Chevron Employee Sav…, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Sav…Caterpillar 401(k) S…, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) S…Southwest Airlines C…, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines C…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Situsamc 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Situsamc 401(k) Plan assets move in 2024? ▼
Situsamc 401(k) Plan grew sharply - up 22.6% during 2024, from $170M to $209M. Reported net income was $38M.
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 123,622 plans that reported assets for plan year 2024 (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 Uchealth 403(b) Plan in CO ($209M, N/A participants).

Next read for Situsamc 401(k) Plan

Filing takeaways

Ways to act on Situsamc 401(k) Plan's numbers.

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 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.