Other · DOL Form 5500 · 2023

Sri International Retirement Plan

Data updated 2026-08-25

$731M
Total assets Above avg plan size
1,545
Participants Near avg headcount
98th
Percentile by assets National rank
$473,420
Avg per participant High balance/head
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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.

  • #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.

#20,070
in Professional & Technical Services (20,321 peers)
+11.6%
assets growth YoY
7.3×
vs typical plan assets (national mean)

Sri International Retirement Savings Plan's outsized position by total assets

Sri International Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$731,433,277 Top 2% higher than 98% 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

Sri International Retirement Savings 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 Retirement Savings Plan lands in the large band (1,545 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941160950 · Sri International PY 2023 · Other

Sri International Retirement Savings Plan · $731M · 1,545 · 98th

  • TYPE $731M
  • TYPE 1,545
  • TYPE 98th
  • TYPE Other
  • TYPE near Umms Voluntary 403(b) Plan
  • TYPE ind #20070

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 Retirement Savings Plan in the asset neighbourhood

Mercy Health Corporation Employees Retirement PlanMercy Health Corporation Emp…$737MDana-Farber Cancer Institute Tax Deferred Annuity PlanDana-Farber Cancer Institute…$735MUmms Voluntary 403(b) Plan$733MSri International Retirement Savings PlanSri International Retirement…$731MCarilion Clinic 403(b) Retirement Savings PlanCarilion Clinic 403(b) Retir…$722M
End-of-year total assets ($M) among Sri International Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$655M
Net Assets (End of Year)$731M
Net Income$76M
Employer EIN941160950
Plan Effective Date1987-01-01
Filing StatusFILING 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
$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.43B $1.7B ▲ +18.9%
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 Scatter plot of 6 data points. -200000200004000060000 051015 Total assets ($B) Participants Sri International Retirement Savings Plan, Total assets ($B): 0.731433277 · Participants: 1545Sri International Retirement Savings PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Sri International Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare Sri International Retirement Savings Plan side-by-side with 3 peers →

Sri International Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Umms Voluntary 403(b) Plan in MD ($733M); by covered participants it is Academic Medical Group, Inc. 403(b) Plan in FL (1,547 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($731M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,545 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 Sri International Retirement Savings Plan assets move in 2023? ▼
Sri International Retirement Savings Plan grew at a solid clip - up 11.6% during 2023, from $655M to $731M. Reported net income was $76M.
How have Sri International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sri International's sponsor-wide assets grew 18.7%, from $1.4B to $1.7B.
Where does Sri International Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Sri International Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Sri International Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Umms Voluntary 403(b) Plan in MD ($733M, 5,847 participants).
Which Other plans cover a similar participant headcount to Sri International Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Academic Medical Group, Inc. 403(b) Plan in FL (1,547 participants, $13M 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 941160950.

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.