401(k) · DOL Form 5500 · 2023

Southern Research Institute 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
234
Participants Below avg headcount
91st
Percentile by assets National rank
$404,461
Avg per participant High balance/head
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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.

  • #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.

#18,715
in Professional & Technical Services (20,321 peers)
+5.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

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

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

Plan-year 2023 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 (234 participants).

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 →

Form 5500 schedule snapshot

Filing strip 630288868 · Southern Research Institute PY 2023 · 401(k)

Southern Research Institute 401(k) Plan · $95M · 234 · 91st

  • ASSETS $95M
  • ASSETS 234
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near Flintco, LLC Savings Plus Plan
  • ASSETS ind #18715

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

Graham Healthcare Group 401(k) Profit Sharing PlanGraham Healthcare Group 401(…$95MFgi Group 401(k) Plan$95MSouthern Research Institute 401(k) PlanSouthern Research Institute …$95MFlintco, LLC Savings Plus PlanFlintco, LLC Savings Plus Pl…$95MThe Vane Brothers Company Retirement Savings PlanThe Vane Brothers Company Re…$95M
End-of-year total assets ($M) among Southern Research Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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): 0.094643948 · Participants: 234Southern Research Institute 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-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 Flintco, LLC Savings Plus Plan in OK ($95M); by covered participants it is Toyo Automotive 401(k) Plan in KY (234 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 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).
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 Toyo Automotive 401(k) Plan in KY (234 participants, N/A in assets).

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.