401(k) · DOL Form 5500 · 2023

Southeastern Universities Research Association, Inc. (Sura) 401(k) Plan

Data updated 2026-08-11

$277M
Total assets: 944
Participants: 96th
Percentile by assets: $293,297
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$277M
total plan assets (2023 EOY): 944
covered participants: 96th
percentile by assets (of 127,072 plans): $293,297
avg assets per participant

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.

See the national 2022→2023 release diff →

State

District of Columbia

Industry

Educational Services

Sura/Jefferson Science Associates 401(k) Plan vs the 2023 asset distribution

By assets, Sura/Jefferson Science Associates 401(k) Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

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))

Total plan assets by year, all Southeastern Universities Research Association, Inc. (Sura) plans on file

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.

Sura/Jefferson Science Associates 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

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

Compare Sura/Jefferson Science Associates 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sura/Jefferson Science Associates 401(k) Plan by total assets, not by location.

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

Frequently Asked Questions

How did Sura/Jefferson Science Associates 401(k) Plan assets move in 2023? ▼

Sura/Jefferson Science Associates 401(k) Plan grew sharply - up 19.7% during 2023, from $231M to $277M. Reported net income was $46M.

How have Southeastern Universities Research Association, Inc. (Sura) plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southeastern Universities Research Association, Inc. (Sura)'s sponsor-wide assets grew 40.0%, from $231M to $324M.

Where does Sura/Jefferson Science Associates 401(k) Plan rank by assets among Form 5500 filers? ▼

Sura/Jefferson Science Associates 401(k) Plan ranks in the 96th 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 401(k) plans are similar in size to Sura/Jefferson Science Associates 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Life Time and Its Affiliates 401(k) Plan in MN ($277M, 23,608 participants).

Next read for Sura/Jefferson Science Associates 401(k)…

Scale reading

Ways to act on Sura/Jefferson Science Associates 401(k) Plan's numbers.

By total assets, Sura/Jefferson Science Associates 401(k) 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 District of Columbia. Compare plans
Southeastern Universities Research Association, Inc. (Sura)'s sponsor-wide assets have grown 40.0% since 2022 across 3 plan years on file. More Educational Services plans

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 541156453.