401(k) · DOL Form 5500 · 2023
Southeastern Universities Research Association, Inc. (Sura) 401(k) Plan
Data updated 2026-08-25
- $277M
- Total assets Near avg plan size
- 944
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $293,297
- Avg per participant High balance/head
Official DOL plan name: Sura/Jefferson Science Associates 401(k) Plan · Sponsored by Southeastern Universities Research Association, Inc. (Sura) · District of Columbia · Educational Services
$277M in assets, 944 participants
Southeastern Universities Research Association, Inc. (Sura)'s Sura/Jefferson Science Associates 401(k) Plan reported $277M in total assets and 944 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,490 in Educational Services (3,735 peers)
Where Sura/Jefferson Science Associates 401(k) Plan sits by assets
Sura/Jefferson Science Associates 401(k) Plan sits in the top 5% of all filed plans by assets, $277M for 944 participants (~$293,297/participant), up 19.7% in 2023.
- #3,490
- in Educational Services (3,735 peers)
- +19.7%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Sura/Jefferson Science Associates 401(k) Plan's outsized position by total assets
Sura/Jefferson Science Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$276,872,330 Top 4% higher than 96% 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
Sura/Jefferson Science Associates 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. Sura/Jefferson Science Associates 401(k) Plan sits mid-pack in the medium band (944 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sura/Jefferson Science Associates 401(k) Plan reported net income rose from -$26M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Sura/Jefferson Science Associates 401(k) Plan end-of-year assets rose from $231M in the plan year 2022 filing to $277M in the plan year 2023 filing.
- Sura/Jefferson Science Associates 401(k) Plan reported participants rose from 905 in the plan year 2022 filing to 944 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 541156453 · Southeastern Universities Research Association, Inc. (Sura) PY 2023 · 401(k)
Sura/Jefferson Science Associates 401(k) Plan · $277M · 944 · 96th
- ASSETS $277M
- PCT 944
- EIN 96th
- RANK 401(k)
- PHOTO near Life Time and Its Affiliates 401(k) Plan
- IND ind #3490
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 Educational Services retirement plans → · Plans in District of Columbia →
Sura/Jefferson Science Associates 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $231M |
|---|---|
| Net Assets (End of Year) | $277M |
| Net Income | $46M |
| Employer EIN | 541156453 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeastern Universities Research Association, Inc. (Sura))
Sponsor-wide plan assets over time
All Southeastern Universities Research Association, Inc. (Sura) plans reported in each filing year
- Latest sponsor-wide plan assets
- $324M 40.002993058919266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 905 | $231M |
| 2023 | 1 | 944 | $277M |
| 2024 | 1 | 1,032 | $324M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Sura/Jefferson Science Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Life Time and Its Affiliates 401(k) Plan in MN ($277M); by covered participants it is Asics America Corporation Retirement Savings Plan in CA (944 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($277M here).
- Life Time and Its Affiliates 401(k) Plan (MN) $277M · 23,608
- Virtus Investment Partners, Inc. Savings and Investment Plan (CT) $277M · 718
- Vegetation and Utility Services Employees 401(k) Savings Plan (PA) $277M · 24,654
- Bsh Home Appliances Corporation 401(k) Savings and Retirement Plan (CA) $277M · 2,568
Similar participant headcount
Nearest other-state filings by covered participants (944 participants); asset peers above are excluded.
- Asics America Corporation Retirement Savings Plan (CA) 944 · 0 off
- Presto 401(k) Plan (WI) 944 · 0 off
- Dubois Chemicals, Inc. Retirement Savings Plan (OH) 944 · 0 off
- Metals Technologies LLC Savings Plan (GA) 944 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.