Southern Research Institute 401(k) Plan: Login, Facts & Contact Information
Southern Research Institute 401(k) Login
712 former Southern Research Institute employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Southern Research Institute 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.79 million went into the plan in contributions, $532,738 of it from the employer (30%).
- $12.3 million was paid out to participants.
- Investment and other income added $12.6 million.
- Administrative expenses were $179,502, about $195 per account.
How the Southern Research Institute 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,199 | $103.6 million | $2.47 million | $9.15 million |
| 2020 | 1,257 | $110.7 million | $1.08 million | $9.29 million |
| 2021 | 1,226 | $122.5 million | $1.49 million | $8.22 million |
| 2022 | 1,139 | $89.9 million | $1.41 million | $18.3 million |
| 2023 | 1,093 | $94.6 million | $1.56 million | $12.3 million |
| 2024 | 1,086 | $96.6 million | $532,738 | $12.3 million |
Southern Research Institute 401(k) Contact Information
Questions about the Southern Research Institute 401(k)
Does Southern Research Institute contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $532,738, 30% of all contributions.
Does the Southern Research Institute 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Southern Research Institute 401(k) plan?
1,086 participants at the start of plan year 2024, 212 of them active employees, and 712 former employees who still had money in the plan.
What is the average 401(k) balance at Southern Research Institute?
About $105,012 per account: $96.6 million in plan assets across 920 accounts with a balance at the end of plan year 2024.
Who manages the Southern Research Institute 401(k) accounts?
TIAA is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Southern Research Institute. How do I access my 401(k)?
Your account stays with TIAA after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.