Other · DOL Form 5500 · 2024
Sri International Retirement Plan
Data updated 2026-08-25
- $787M
- Total assets Above avg plan size
- 1,341
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $586,992
- Avg per participant High balance/head
Official DOL plan name: Sri International Retirement Savings Plan · Sponsored by Sri International · California · Professional & Technical Services
$787M in assets, 1,341 participants
Sri International's Sri International Retirement Savings Plan reported $787M in total assets and 1,341 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.
- #19,915 in Professional & Technical Services (20,173 peers)
Coverage in California
Sri International Retirement Savings Plan covers 1,341 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $787M.
- #19,915
- in Professional & Technical Services (20,173 peers)
- +7.6%
- assets growth YoY
- 7.9×
- vs typical plan assets (national mean)
Sri International Retirement Savings Plan's outsized position by total assets
Sri International Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$787,155,692 Top 2% higher than 98% 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
Sri International Retirement Savings 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 Retirement Savings Plan lands in the large band (1,341 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sri International Retirement Savings Plan reported net income fell from $76M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Sri International Retirement Savings Plan reported participants fell from 1,545 in the plan year 2023 filing to 1,341 in the plan year 2024 filing.
- Sri International Retirement Savings Plan end-of-year assets rose from $731M in the plan year 2023 filing to $787M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941160950 · Sri International PY 2024 · Other
Sri International Retirement Savings Plan · $787M · 1,341 · 98th
- IND $787M
- EOY 1,341
- 5500 98th
- ASSETS Other
- PCT near Wellesley College 403(b) Retirement Plan
- EIN ind #19915
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 Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $731M |
|---|---|
| Net Assets (End of Year) | $787M |
| Net Income | $56M |
| Employer EIN | 941160950 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,752 | $1.4B |
| 2023 | 3 | 3,213 | $1.6B |
| 2024 | 3 | 3,234 | $1.7B |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Sri International Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Wellesley College 403(b) Retirement Plan in MA ($787M); by covered participants it is La Salle University Defined Contribution and Tax-Deferred Annuity Plan in PA (1,341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($787M here).
- Wellesley College 403(b) Retirement Plan (MA) $787M · 1,294
- Umms Voluntary 403(b) Plan (MD) $793M · 5,024
- Tulane University Faculty and Administrative 403(b) Retirement Plan (LA) $794M · 3,284
- Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund (IL) $777M · 6,642
Similar participant headcount
Nearest other-state filings by covered participants (1,341 participants); asset peers above are excluded.
- La Salle University Defined Contribution and Tax-Deferred Annuity Plan (PA) 1,341 · 0 off
- Berry Companies, Inc. Stock Bonus Plan (KS) 1,343 · 2 off
- New York City Ballet, Inc 403(b) Plan (NY) 1,343 · 2 off
- Plumbers & Pipefitters Local 760 Savings and Investment Plan (AL) 1,343 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.