401(k) · DOL Form 5500 · 2023

Southern Research Institute 401(k) Plan

Data updated 2026-08-11

$95M
Total assets
234
Participants
91st
Percentile by assets
$404,461
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

$95M in assets, 234 participants

Southern Research Institute's Southern Research Institute 401(k) Plan reported $95M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #18,715 in Professional & Technical Services (20,321 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, $95M for 234 participants (~$404,461/participant), up 5.3% in 2023.

$95M
total plan assets (2023 EOY)
234
covered participants
91st
percentile by assets (of 127,072 plans)
$404,461
avg assets per participant

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 2023 · DOL Form 5500

$94,643,948 Top 9% higher than 91% of 127,068 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Research Institute 401(k) Plan reported net income rose from -$33M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Southern Research Institute 401(k) Plan reported participants fell from 374 in the plan year 2022 filing to 234 in the plan year 2023 filing.
  • Southern Research Institute 401(k) Plan end-of-year assets rose from $90M in the plan year 2022 filing to $95M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Alabama
Industry
Professional & Technical Services

Southern Research Institute 401(k) Plan vs the 2023 asset distribution

By assets, Southern Research Institute 401(k) Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$95M
Net Income$5M
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): 0.094643948 · Participants: 234Southern Research In…Regions Financial Co…, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Co…Encompass Health Cor…, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Cor…Hexagon Employee Ret…, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Ret…Vulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. I…, Total assets ($B): 1.090263356 · Participants: 0Mercedes-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 2023? ▼
Southern Research Institute 401(k) Plan grew at a solid clip - up 5.3% during 2023, from $90M to $95M. Reported net income was $5M.
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 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Flintco, LLC Savings Plus Plan in OK ($95M, 816 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 2023.

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.