401(k) · DOL Form 5500 · 2024

Southern Research Institute 401(k) Plan

Data updated 2026-08-11

$97M
Total assets: 243
Participants: 90th
Percentile by assets: $397,575
Avg per participant

Official DOL plan name: Southern Research Institute 401(k) Plan · Sponsored by Southern Research Institute · Alabama · Professional & Technical Services

$97M in assets, 243 participants

Southern Research Institute's Southern Research Institute 401(k) Plan reported $97M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 123,622 plans)
#18,408 in Professional & Technical Services (20,173 peers)

Where Southern Research Institute 401(k) Plan sits by assets

Southern Research Institute 401(k) Plan sits in the top 10% of all filed plans by assets, $97M for 243 participants (~$397,575/participant), up 2.1% in 2024.

$97M
total plan assets (2024 EOY): 243
covered participants: 90th
percentile by assets (of 123,622 plans): $397,575
avg assets per participant

Where Southern Research Institute 401(k) Plan sits by total assets

Southern Research Institute 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$96,610,711 Top 10% higher than 90% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Southern Research Institute 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Southern Research Institute 401(k) Plan reported participants rose from 234 in the plan year 2023 filing to 243 in the plan year 2024 filing.
Southern Research Institute 401(k) Plan end-of-year assets rose from $95M in the plan year 2023 filing to $97M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Alabama

Industry

Professional & Technical Services

Southern Research Institute 401(k) Plan vs the 2024 asset distribution

By assets, Southern Research Institute 401(k) Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$95M
Net Assets (End of Year)	$97M
Net Income	$2M
Employer EIN	630288868
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Southern Research Institute)

Total plan assets by year, all Southern Research Institute plans on file

Year	Plans	Participants	Total Assets
2022	2	374	$90M
2023	2	234	$95M
2024	2	243	$97M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southern Research Institute 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $3.2B · 20,783
Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
Hexagon Employee Retirement Savings Plan $1.7B · 4,638
Vulcan 401(k) Plan $1.5B · 8,628
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167

Compare Southern Research Institute 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Southern Research Institute 401(k) Plan by total assets, not by location.

Veterinary Emergency Group 401(k) Plan (NY) $97M · 3,868
Metro Sales, Inc. Employee Profit Sharing Plan (MN) $97M · 265
Retirement Plan for Employees of American Property Casualty Insurance Association (IL) $97M · 153
Ach Food Companies, Inc. Thrift Plan (IL) $97M · 360

Frequently Asked Questions

How did Southern Research Institute 401(k) Plan assets move in 2024? ▼

Southern Research Institute 401(k) Plan edged up modestly - up 2.1% during 2024, from $95M to $97M. Reported net income was $2M.

How have Southern Research Institute plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southern Research Institute's sponsor-wide assets grew 7.5%, from $90M to $97M.

Where does Southern Research Institute 401(k) Plan rank by assets among Form 5500 filers? ▼

Southern Research Institute 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Southern Research Institute 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Veterinary Emergency Group 401(k) Plan in NY ($97M, 3,868 participants).

Next read for Southern Research Institute 401(k) Plan

Scale reading

Ways to act on Southern Research Institute 401(k) Plan's numbers.

By total assets, Southern Research Institute 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
Southern Research Institute's sponsor-wide assets have grown 7.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630288868.