401(k) · DOL Form 5500 · 2024

Situsamc Holdings Corp. 401(k) Plan

Data updated 2026-08-25

$209M
Total assets Near avg plan size
2,194
Participants Above avg headcount
94th
Percentile by assets National rank
$95,228
Avg per participant Below avg balance/head
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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.

  • #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.

#7,786
in Finance & Insurance (8,549 peers)
+22.6%
assets growth YoY
2.1×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$208,930,155 Top 6% higher than 94% of 123,620 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 2024

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Situsamc 401(k) Plan lands in the large band (2,194 participants).

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 →

DOL schedule card

Filing strip 842147948 · Situsamc Holdings Corp. PY 2024 · 401(k)

Situsamc 401(k) Plan · $209M · 2,194 · 94th

  • VS-ST $209M
  • BOY 2,194
  • SCH 94th
  • EBSA 401(k)
  • PART near Uchealth 403(b) Plan
  • TYPE ind #7786

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

Calfee, Halter & Griswold LLP Profit Sharing Trust and PlanCalfee, Halter & Griswold LL…$209MModa Partners, Inc. Employee Retirement PlanModa Partners, Inc. Employee…$209MUchealth 403(b) Plan$209MSitusamc 401(k) Plan$209MHeineken USA Savings and Retirement PlanHeineken USA Savings and Ret…$209M
End-of-year total assets ($M) among Situsamc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Situsamc 401(k) Plan, Total assets ($B): 0.208930155 · Participants: 2194Situsamc 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings 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 Uchealth 403(b) Plan in CO ($209M); by covered participants it is Employers Resource 401(k) Retirement Plan in ID (2,194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($209M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,194 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 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).
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 Employers Resource 401(k) Retirement Plan in ID (2,194 participants, N/A in assets).

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.