Other · DOL Form 5500 · 2023
Sri International Retirement Plan
Data updated 2026-08-11
- $731M
- Total assets
- 1,545
- Participants
- 98th
- Percentile by assets
- $473,420
- Avg per participant
Official DOL plan name: Sri International Retirement Savings Plan · Sponsored by Sri International · California · Professional & Technical Services
$731M in assets, 1,545 participants
Sri International's Sri International Retirement Savings Plan reported $731M in total assets and 1,545 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)
- #20,070 in Professional & Technical Services (20,321 peers)
Coverage in California
Sri International Retirement Savings Plan covers 1,545 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $731M.
- $731M
- total plan assets (2023 EOY)
- 1,545
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $473,420
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sri International Retirement Savings Plan reported net income rose from -$114M in the plan year 2022 filing to $76M in the plan year 2023 filing.
- Sri International Retirement Savings Plan reported participants rose from 1,207 in the plan year 2022 filing to 1,545 in the plan year 2023 filing.
- Sri International Retirement Savings Plan end-of-year assets rose from $655M in the plan year 2022 filing to $731M 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 Retirement Savings Plan reports 1,545 participants - 2.5x that state average ($731M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $655M |
|---|---|
| Net Assets (End of Year) | $731M |
| Net Income | $76M |
| Employer EIN | 941160950 |
| Plan Effective Date | 1987-01-01 |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Sri International Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sri International Retirement Savings Plan by total assets, not by location.
- Umms Voluntary 403(b) Plan (MD) $733M · 5,847
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) $735M · 6,758
- Mercy Health Corporation Employees Retirement Plan (IL) $737M · 7,387
- Carilion Clinic 403(b) Retirement Savings Plan (VA) $722M · 12,978
Frequently Asked Questions
How did Sri International Retirement Savings Plan assets move in 2023? ▼
How have Sri International plan assets changed over time? ▼
Where does Sri International Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sri International Retirement Savings Plan? ▼
Next read for Sri International Retirement Savings Pla…
Filing takeaways
Ways to act on Sri International Retirement Savings Plan's numbers.
- By total assets, Sri International Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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