401(k) · DOL Form 5500 · 2024

Sri International 401(k) Plan

Data updated 2026-08-25

$887M
Total assets Above avg plan size
1,601
Participants Near avg headcount
98th
Percentile by assets National rank
$554,084
Avg per participant High balance/head
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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.

  • #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.

#19,942
in Professional & Technical Services (20,173 peers)
+4.2%
assets growth YoY
8.9×
vs typical plan assets (national mean)

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

Sri International Basic Retirement Plan vs every filed plan by assets

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

$887,088,605 Top 2% higher than 98% of 123,620 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 2024

Sri International Basic Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sri International Basic Retirement Plan lands in the large band (1,601 participants).

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 →

DOL schedule card

Filing strip 941160950 · Sri International PY 2024 · 401(k)

Sri International Basic Retirement Plan · $887M · 1,601 · 98th

  • TYPE $887M
  • TYPE 1,601
  • TYPE 98th
  • TYPE 401(k)
  • TYPE near Kemper Corporation 401(k) Retirement Plan
  • TYPE ind #19942

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 Basic Retirement Plan in the asset neighbourhood

Motiva 401(k) and Savings PlanMotiva 401(k) and Savings Pl…$888MKemper Corporation 401(k) Retirement PlanKemper Corporation 401(k) Re…$888MSri International Basic Retirement PlanSri International Basic Reti…$887MCarpenter Technology Corporation 401(k) RetirementCarpenter Technology Corpora…$885MBlue Cross and Blue Shield of Minnesota Employee Savings PlanBlue Cross and Blue Shield o…$885M
End-of-year total assets ($M) among Sri International Basic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

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 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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sri International Basic Retirement Plan, Total assets ($B): 0.887088605 · Participants: 1601Sri International Basic Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sri International Basic Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sri International Basic Retirement Plan side-by-side with 3 peers →

Sri International Basic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kemper Corporation 401(k) Retirement Plan in IL ($888M); by covered participants it is Safebuilt 401(k) Plan in CO (1,601 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($887M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,601 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Sri International Basic Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Safebuilt 401(k) Plan in CO (1,601 participants, $85M in assets).

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 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.