401(k) · DOL Form 5500 · 2024

Sri International 401(k) Plan

Data updated 2026-08-11

$887M
Total assets
1,601
Participants
98th
Percentile by assets
$554,084
Avg per participant
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Official DOL plan name: Sri International Basic Retirement Plan · Sponsored by Sri International · California · Professional & Technical Services

$887M in assets, 1,601 participants

Sri International's Sri International Basic Retirement Plan reported $887M in total assets and 1,601 participants in its 2024 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 123,622 plans)
  • #19,942 in Professional & Technical Services (20,173 peers)

Coverage in California

Sri International Basic Retirement Plan covers 1,601 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $887M.

$887M
total plan assets (2024 EOY)
1,601
covered participants
98th
percentile by assets (of 123,622 plans)
$554,084
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sri International Basic Retirement Plan reported net income fell from $74M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Sri International Basic Retirement Plan end-of-year assets rose from $852M in the plan year 2023 filing to $887M in the plan year 2024 filing.
  • Sri International Basic Retirement Plan reported participants fell from 1,668 in the plan year 2023 filing to 1,601 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Sri International Basic Retirement Plan reports 1,601 participants - 2.5x that state average ($887M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$852M
Net Assets (End of Year)$887M
Net Income$35M
Employer EIN941160950
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sri International)

$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.43B $1.7B ▲ +18.9%
Total plan assets by year, all Sri International plans on file
Year Plans Participants Total Assets
2022 2 2,752 $1.4B
2023 3 3,213 $1.6B
2024 3 3,234 $1.7B

Nearby 401(k) Plans in California

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

Sri International Basic Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Sri International Basic Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sri International Ba…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Sri International Basic Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sri International Basic Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Sri International Basic Retirement Plan assets move in 2024?
Sri International Basic Retirement Plan edged up modestly - up 4.2% during 2024, from $852M to $887M. Reported net income was $35M.
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 Basic Retirement Plan rank by assets among Form 5500 filers?
Sri International Basic Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sri International Basic Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Kemper Corporation 401(k) Retirement Plan in IL ($888M, 8,027 participants).

Filing takeaways

Ways to act on Sri International Basic Retirement Plan's numbers.