Employer · plans filed under one EIN
Service Corporation Intl
Houston, TX · Other services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
3 retirement plans with 100 or more participants file Form 5500 under Service Corporation Intl's employer identification number (Houston, Texas). Their latest filings total 28,515 participant records and $1.77B in net assets.
The largest is The Sci 401(k) Retirement Savings Plan, a 401(k) plan with 27,861 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $55.0M and participant contributions $83.1M in the latest plan years; benefits paid were $174M. Schedule C compensation reported to service provider organisations totalled $1.3M.
Combined net assets moved from $338M in 2009 to $1.77B in 2024 (up 423%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| The Sci 401(k) Retirement Savings Plan | 401(k) plan | 2024 | 27,861 | $1.75B | $62,942 | $2,500 | $1.3M |
| Sci Union 401(k) Retirement Savings Plan | 401(k) plan | 2024 | 337 | $12.7M | $37,645 | $1,420 | $17K |
| Stewart Enterprises Puerto Rico Retirement Trust | 401(k) plan | 2024 | 317 | $3.8M | $11,862 | $568 | $11K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 3 | 28,515 | $1.77B | $55.0M | $83.1M |
| 2023 | 3 | 28,282 | $1.59B | $53.7M | $81.0M |
| 2022 | 3 | 27,459 | $1.37B | $52.3M | $78.1M |
| 2021 | 3 | 26,114 | $1.57B | $47.8M | $72.2M |
| 2020 | 3 | 25,541 | $1.31B | $40.7M | $62.2M |
| 2019 | 3 | 25,968 | $1.13B | $39.5M | $58.1M |
| 2018 | 3 | 25,155 | $946M | $37.5M | $54.6M |
| 2017 | 3 | 23,829 | $970M | $34.3M | $49.1M |
| 2016 | 2 | 23,613 | $815M | $32.8M | $46.6M |
| 2015 | 2 | 308 | $6.0M | $138K | $298K |
| 2014 | 2 | 20,321 | $627M | $27.4M | $36.7M |
| 2013 | 1 | 20,187 | $595M | $25.8M | $34.2M |
| 2012 | 1 | 19,334 | $485M | $23.4M | $31.5M |
| 2011 | 1 | 19,708 | $421M | $24.2M | $30.4M |
| 2010 | 1 | 19,185 | $392M | $21.0M | $27.8M |
| 2009 | 1 | 18,404 | $338M | $18.9M | $25.4M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Schwab Retirememt Plan Services Inc. | Recordkeeping and information management; Investment advisory (participants) | 2 | $1,035,496 |
| Mercer Investment Management | Investment management | 1 | $91,190 |
| Harper & Pearson Company | Accounting (including auditing) | 2 | $40,000 |
| Charles Schwab & Co., Inc. | Securities brokerage | 2 | $31,852 |
| Opus Capital Group LLC | Investment advisory (participants) | 1 | $23,626 |
| Envestnet Asset Management Inc. | Investment advisory (participants) | 1 | $17,577 |
| Creative Planning LLC | Investment advisory (participants) | 1 | $15,640 |
| Brinker Capital Investments LL | Investment advisory (participants) | 1 | $13,141 |
| BPPR - Popular Fiduciary Services | Trustee (bank, trust company, or similar financial institution) | 1 | $11,368 |
| Fisher Investments | Investment advisory (participants) | 1 | $7,188 |
| LMCG Investments LLC | Investment advisory (participants) | 1 | $6,960 |
| Hamilton Capital LLC | Investment advisory (participants) | 1 | $5,885 |
| Morningstar Investment Service | Investment advisory (participants) | 1 | $5,399 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Service Corporation Intl have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Sci 401(k) Retirement Savings Plan, Sci Union 401(k) Retirement Savings Plan and Stewart Enterprises Puerto Rico Retirement Trust. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Service Corporation Intl contribute to its plans?
$55,018,684 in employer contributions across these plans in their latest plan years, about $2,467 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Schwab Retirememt Plan Services Inc., Mercer Investment Management, Harper & Pearson Company and Charles Schwab & Co., Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.