401(k) · DOL Form 5500 · 2022

Southern Research Institute 401(k) Plan

Data updated 2026-08-11

$90M
Total assets
374
Participants
92nd
Percentile by assets
$240,344
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$90M
total plan assets (2022 EOY)
374
covered participants
92nd
percentile by assets (of 139,126 plans)
$240,344
avg assets per participant

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.

Where Southern Research Institute 401(k) Plan sits 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 $2,010,000,000 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 2022

State
Alabama
Industry
Professional & Technical Services

Southern Research Institute 401(k) Plan vs the 2022 asset distribution

By assets, Southern Research Institute 401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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)

$85M$90M$95M$100M 202220232024 $89.9M $96.6M ▲ +7.5%
Total plan assets by year, all Southern Research Institute plans on file
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 ($B) Participants Southern Research In…, Total assets ($B): 0.089888606 · Participants: 374Southern Research In…Regions Financial Co…, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Co…Encompass Health Cor…, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Cor…Hexagon Employee Ret…, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Ret…Vulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. I…, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. I…
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 →

Similar-Sized 401(k) Plans Nationally

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

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).

Next read for Southern Research Institute 401(k) Plan

Scale reading

Ways to act on Southern Research Institute 401(k) Plan's numbers.

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.