Service Corporation Intl 401(k) and retirement plans

Service Corporation Intl, Houston, TX. EIN 74-1488375. Annual reports 2009–2024. Also filed as Stewart Enterprises, Inc. Employees Puerto Rico Retirement; Service Corporation International; Services Corporation International.

Service Corporation Intl has 3 active retirement plans on file. The largest is the The Sci 401(k) Retirement Savings Plan, with 27,861 participants and $1.8 billion in assets in 2024. Schwab has been its recordkeeper since 2016. No traditional pension plan appears in Service Corporation Intl's filings since 2009.

Active plans: 3
Participants: 28,515
Plan assets: $1.8 billion
401(k) recordkeeper: Schwab
Plans on file: 3
Industry: Other services

All 3 plans

Active plans first

The Sci 401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 74-1488375
Participants (2024): 27,861
Net assets (2024): $1.8 billion
Recordkeeper: SchwabEarlier: BPPR- Popular Fiduciary Services (2015), Schwab (2014), MassMutual (2010–2013)
Plan administrator: Sci Shared Resources, LLC
1929 Allen Parkway
Houston, TX 77019
(713) 525-9198As filed for 2024
In effect since: July 1, 2000

Earlier sponsor: Services Corporation International (2015).

Earlier plan names: Stewart Enterprises Puerto Rico Retirement Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	27,861	$1.8 billion	Schwab
2023	27,628	$1.6 billion	Schwab
2022	26,816	$1.4 billion	Schwab
2021	25,452	$1.5 billion	Schwab
2020	24,923	$1.3 billion	Schwab
2019	25,351	$1.1 billion	Schwab
2018	24,568	$937 million	Schwab
2017	23,519	$965 million	Schwab
2016	23,486	$812 million	Schwab
2015	154	$3.0 million	BPPR- Popular Fiduciary Services
2014	20,172	$627 million	Schwab
2013	20,187	$595 million	MassMutual
2012	19,334	$485 million	MassMutual
2011	19,708	$421 million	MassMutual
2010	19,185	$392 million	MassMutual
2009	18,404	$338 million	not listed

Sci Union 401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 74-1488375
Participants (2024): 337
Net assets (2024): $12.7 million
Recordkeeper: SchwabEarlier: BPPR- Popular Fiduciary Services (2015–2017), Mercer (2013–2014)
Plan administrator: Service Corporation Intl
1929 Allen Parkway
Houston, TX 77019
(713) 525-9198As filed for 2024
In effect since: January 1, 2008

Earlier sponsors: Stewart Enterprises, Inc. Employees Puerto Rico Retirement (2013–2014); Service Corporation International (2015–2017).

Earlier plan names: Stewart Enterprises Puerto Rico Employee Retirement Trust; Stewart Enterprises Puerto Rico Retirement Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	337	$12.7 million	Schwab
2023	344	$12.0 million	Schwab
2022	335	$9.8 million	Schwab
2021	368	$14.4 million	Schwab
2020	318	$10.2 million	Schwab
2019	318	$7.9 million	Schwab
2018	312	$6.1 million	Schwab
2017	155	$2.7 million	BPPR- Popular Fiduciary Services
2016	127	$2.5 million	BPPR- Popular Fiduciary Services
2015	154	$3.0 million	BPPR- Popular Fiduciary Services
2014	519	$3.2 million	Mercer
2013	495	$3.1 million	Mercer
2012	88	$2.0 million	not listed
2011	95	$1.7 million	not listed
2010	67	$1.8 million	not listed
2009	68	$1.6 million	not listed

Stewart Enterprises Puerto Rico Retirement Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 74-1488375
Participants (2024): 317
Net assets (2024): $3.8 million
Recordkeeper: BPPR - Popular Fiduciary Services2017–2024
Plan administrator: Service Corporation International
Po BOX130548
Houston, TX 77219
(713) 525-5478As filed for 2024
In effect since: January 1, 1981

Year by year, 2017 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	317	$3.8 million	BPPR - Popular Fiduciary Services
2023	310	$3.6 million	BPPR - Popular Fiduciary Services
2022	308	$3.2 million	BPPR - Popular Fiduciary Services
2021	294	$4.0 million	BPPR - Popular Fiduciary Services
2020	300	$3.4 million	BPPR - Popular Fiduciary Services
2019	299	$3.0 million	BPPR - Popular Fiduciary Services
2018	275	$2.7 million	BPPR - Popular Fiduciary Services
2017	155	$2.7 million	BPPR - Popular Fiduciary Services

If you had money in one of these plans

Call Schwab (schwab.com), which runs the The Sci 401(k) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((713) 525-9198). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

The Sci 401(k) Retirement Savings Plan

Sci Union 401(k) Retirement Savings Plan

Stewart Enterprises Puerto Rico Retirement Trust

If you had money in one of these plans

What these numbers are

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