401(k) · DOL Form 5500 · 2023
Sri International 401(k) Plan
Data updated 2026-08-25
- $852M
- Total assets Above avg plan size
- 1,668
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $510,587
- Avg per participant High balance/head
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.
- #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.
- #20,106
- in Professional & Technical Services (20,321 peers)
- +9.4%
- assets growth YoY
- 8.5×
- vs typical plan assets (national mean)
Sri International Basic Retirement Plan's outsized position by total assets
Sri International Basic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$851,659,464 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sri International Basic Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sri International Basic Retirement Plan lands in the large band (1,668 participants).
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.
EBSA filing schedule strip
Filing strip 941160950 · Sri International PY 2023 · 401(k)
Sri International Basic Retirement Plan · $852M · 1,668 · 98th
- NET $852M
- NET 1,668
- NET 98th
- NET 401(k)
- NET near Chick-Fil-a, Inc. 401(k) Plan
- NET ind #20106
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 California →
Sri International Basic Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Sri International plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 18.66086115882472% vs 2022
- 2024 filing year
| 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.
- 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
Sri International Basic Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Chick-Fil-a, Inc. 401(k) Plan in GA ($851M); by covered participants it is Prog Holdings Employee Retirement Plan in UT (1,668 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($852M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,668 participants); asset peers above are excluded.
- Prog Holdings Employee Retirement Plan (UT) 1,668 · 0 off
- Protolabs, Inc. 401(k) Plan (MN) 1,668 · 0 off
- Nep Broadcasting, LLC 401(k) Plan (PA) 1,667 · 1 off
- Jr Technology Group Retirement Savings Plan (MI) 1,667 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.