401(k) · DOL Form 5500 · 2023
Sri International 401(k) Plan
Data updated 2026-08-11
- $852M
- Total assets
- 1,668
- Participants
- 98th
- Percentile by assets
- $510,587
- Avg per participant
Official DOL plan name: Sri International Basic Retirement Plan · Sponsored by Sri International · California · Professional & Technical Services
$852M in assets, 1,668 participants
Sri International's Sri International Basic Retirement Plan reported $852M in total assets and 1,668 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #20,106 in Professional & Technical Services (20,321 peers)
Coverage in California
Sri International Basic Retirement Plan covers 1,668 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $852M.
- $852M
- total plan assets (2023 EOY)
- 1,668
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $510,587
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sri International Basic Retirement Plan reported net income rose from -$138M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Sri International Basic Retirement Plan end-of-year assets rose from $778M in the plan year 2022 filing to $852M in the plan year 2023 filing.
- Sri International Basic Retirement Plan reported participants rose from 1,545 in the plan year 2022 filing to 1,668 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Sri International Basic Retirement Plan reports 1,668 participants - 2.6x that state average ($852M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $778M |
|---|---|
| Net Assets (End of Year) | $852M |
| Net Income | $74M |
| Employer EIN | 941160950 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sri International)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,752 | $1.4B |
| 2023 | 3 | 3,213 | $1.6B |
| 2024 | 3 | 3,234 | $1.7B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sri International Basic Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sri International Basic Retirement Plan by total assets, not by location.
- Chick-Fil-a, Inc. 401(k) Plan (GA) $851M · 4,374
- Sierra Nevada Company, LLC 401(k) Profit Sharing Plan (NV) $850M · 5,319
- Pbf Energy Retirement Savings Plan (NJ) $854M · 3,631
- Kohler Co. 401(k) Savings Plan for Administrative Associates (WI) $854M · 4,580
Frequently Asked Questions
How did Sri International Basic Retirement Plan assets move in 2023? ▼
How have Sri International plan assets changed over time? ▼
Where does Sri International Basic Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sri International Basic Retirement Plan? ▼
Next read for Sri International Basic Retirement Plan
Filing takeaways
Ways to act on Sri International Basic Retirement Plan's numbers.
- By total assets, Sri International Basic Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Sri International's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans