Other · DOL Form 5500 · 2024
Sri International Retirement Plan
Data updated 2026-08-11
- $787M
- Total assets
- 1,341
- Participants
- 98th
- Percentile by assets
- $586,992
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $787M
- total plan assets (2024 EOY)
- 1,341
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $586,992
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Sri International Retirement Savings Plan reports 1,341 participants - 2.1x that state average ($787M EOY assets).
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)
| 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.
Sri International Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sri International Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sri International Retirement Savings Plan assets move in 2024? ▼
How have Sri International plan assets changed over time? ▼
Where does Sri International Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Sri International Retirement Savings Plan's numbers.
- By total assets, Sri International Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Sri International's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans