401(k) · DOL Form 5500 · 2022

Southern Research Institute 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
374
Participants Below avg headcount
92nd
Percentile by assets National rank
$240,344
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Research Institute 401(k) Plan · Sponsored by Southern Research Institute · Alabama · Professional & Technical Services

$90M in assets, 374 participants

Southern Research Institute's Southern Research Institute 401(k) Plan reported $90M in total assets and 374 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,112 in Professional & Technical Services (21,562 peers)

Where Southern Research Institute 401(k) Plan sits by assets

Southern Research Institute 401(k) Plan sits in the top 10% of all filed plans by assets, $90M for 374 participants (~$240,344/participant), down 26.6% in 2022.

#20,112
in Professional & Technical Services (21,562 peers)
-26.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Research Institute 401(k) Plan's outsized position by total assets

Southern Research Institute 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$89,888,606 Top 8% higher than 92% of 139,123 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 2022

Southern Research Institute 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Research Institute 401(k) Plan sits mid-pack in the medium band (374 participants).

Published 5500 schedule card

Filing strip 630288868 · Southern Research Institute PY 2022 · 401(k)

Southern Research Institute 401(k) Plan · $90M · 374 · 92nd

  • VS-ST $90M
  • BOY 374
  • SCH 92nd
  • EBSA 401(k)
  • PART near Edg, Inc. Employees Savings Trust
  • TYPE ind #20112

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Southern Research Institute 401(k) Plan in the asset neighbourhood

Abn Amro and It's Affiliates 401(k) PlanAbn Amro and It's Affiliates…$90MNevro Corporation 401(k) Plan$90MSouthern Research Institute 401(k) PlanSouthern Research Institute …$90MEdg, Inc. Employees Savings TrustEdg, Inc. Employees Savings …$90MGuardant Health 401(k) Plan$90M
End-of-year total assets ($M) among Southern Research Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$123M
Net Assets (End of Year)$90M
Net Income-$33M
Employer EIN630288868
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Research Institute)

Sponsor-wide plan assets over time

All Southern Research Institute plans reported in each filing year

Latest sponsor-wide plan assets
$97M 7.478261482884717% vs 2022
2024 filing year
$85M$90M$95M$100M 202220232024 $89.9M $96.6M ▲ +7.5%
Year Plans Participants Total Assets
2022 2 374 $90M
2023 2 234 $95M
2024 2 243 $97M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southern Research Institute 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Southern Research Institute 401(k) Plan, Total assets ($B): 0.089888606 · Participants: 374Southern Research Institute 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Southern Research Institute 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Southern Research Institute 401(k) Plan side-by-side with 3 peers →

Southern Research Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Edg, Inc. Employees Savings Trust in LA ($90M); by covered participants it is Universal Waste Systems, Inc. 401(k) Plan in CA (374 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (374 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Research Institute 401(k) Plan assets move in 2022? ▼
Southern Research Institute 401(k) Plan declined sharply - down 26.6% during 2022, from $123M to $90M. Reported net income was -$33M.
How have Southern Research Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Research Institute's sponsor-wide assets grew 7.5%, from $90M to $97M.
Where does Southern Research Institute 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Research Institute 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Southern Research Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edg, Inc. Employees Savings Trust in LA ($90M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Southern Research Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Universal Waste Systems, Inc. 401(k) Plan in CA (374 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630288868.

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.