My Plan Facts

Employers › California

Employer · plans filed under one EIN

Scientific Applications & Research Associates, Inc.

Cypress, CA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$75.8Mnet assets across plans
572participant records477 active
$3.0Memployer contributions, latest plan years$6,233 per active record
$97KSchedule C compensation to organisations$169.91 per participant record

Scientific Applications & Research Associates, Inc., based in Cypress, California, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 572 participant records and $75.8M in net assets.

The largest is Sara 401(k) Profit Sharing Plan, a 401(k) plan with 326 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $3.0M and participant contributions $2.5M in the latest plan years; benefits paid were $2.3M. Schedule C compensation reported to service provider organisations totalled $97K.

Combined net assets moved from $10.2M in 2015 to $75.8M in 2024 (up 641%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Sara 401(k) Profit Sharing Plan401(k) plan2024326$43.7M$134,043$4,680$97K
Scientific Applications & Research Associates, Inc. Employee Stock Ownership Planemployee stock ownership plan2024246$32.1M$130,628$8,383$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2015: $10.2M2016: $16.3M2017: $1.0M2018: $4.7M2019: $20.4M2020: $31.3M2021: $40.1M2022: $40.4M2023: $53.0M2024: $75.8M$10.2M$75.8M2015201620202024
Combined net assets
2015: 1492016: 2512017: 2462018: 2712019: 3482020: 4072021: 4242022: 4672023: 5022024: 5721495722015201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242572$75.8M$3.0M$2.5M
20232502$53.0M$2.9M$2.3M
20222467$40.4M$2.1M$2.1M
20212424$40.1M$2.0M$1.9M
20202407$31.3M$1.9M$1.7M
20192348$20.4M$1.8M$1.3M
20182271$4.7M$1.7M$1.1M
20172246$1.0M$3.4M$973K
20162251$16.3M$4.5M$929K
20151149$10.2M$792K$797K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$69,378
USI Advisors, Inc.Investment advisory (plan)1$27,810
Morningstar Investment Management LInvestment advisory (participants)1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$69K
USI Advisors, Inc.$28K
Morningstar Investment Management L$0

Questions and answers

How many retirement plans does Scientific Applications & Research Associates, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Sara 401(k) Profit Sharing Plan and Scientific Applications & Research Associates, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Scientific Applications & Research Associates, Inc. contribute to its plans?

$2,972,936 in employer contributions across these plans in their latest plan years, about $6,233 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, USI Advisors, Inc. and Morningstar Investment Management L. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.