Profit Sharing · DOL Form 5500 · 2022
The Stanley Foundation Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $169,636
- Avg per participant Above avg balance/head
Official DOL plan name: Stanley Foundation Retirement Plan & Trust Agreeme · Sponsored by The Stanley Foundation · Iowa · Other Services
$4M in assets, 24 participants
The Stanley Foundation's Stanley Foundation Retirement Plan & Trust Agreeme reported $4M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #5,599 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Stanley Foundation Retirement Plan & Trust Agreeme ranks #5,599 of 8,398 2022 filers by assets (493% of the sector average)-$4M for 24 participants.
- #5,599
- in Other Services (8,398 peers)
- -14.8%
- assets change YoY
The plan reported a net loss of $705K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stanley Foundation Retirement Plan & Trust Agreeme's mid-pack asset rank among Other Services and all filers
Stanley Foundation Retirement Plan & Trust Agreeme vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,071,264 46th percentile higher than 46% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Stanley Foundation Retirement Plan & Trust Agreeme among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanley Foundation Retirement Plan & Trust Agreeme is a small filing (24 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 426071036 · The Stanley Foundation PY 2022 · Profit Sharing
Stanley Foundation Retirement Plan & Trust Agreeme · $4M · 24 · 46th
- PART $4M
- TYPE 24
- NET 46th
- BOOK Profit Sharing
- VS-ST near Optima Seguros Profit Sharing & Savings Plan
- BOY ind #5599
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 Other Services retirement plans → · Plans in Iowa →
Stanley Foundation Retirement Plan & Trust Agreeme in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$705K |
| Employer EIN | 426071036 |
| Plan Effective Date | 1990-09-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Stanley Foundation)
Sponsor-wide plan assets over time
All The Stanley Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 24.598134633371846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $4M |
| 2023 | 1 | 25 | $5M |
| 2024 | 1 | 25 | $5M |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Liberty Pattern Company Profit Sharing Plan $21M · 12
- Cambridge Investment Group, Inc. Profit Sharing Plan $17M · 772
- Palmer Lutheran Health Center, Inc. 403(b) Plan $17M · 219
- Ts Banking Group Savings Plan $15M · 227
- Hwh Corporation Employees' Profit Sharing Plan and Trust $14M · 80
Stanley Foundation Retirement Plan & Trust Agreeme's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is Optima Seguros Profit Sharing & Savings Plan in PR ($4M); by covered participants it is Gallery Leather Direct, Inc. Retirement Plan in ME (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Gallery Leather Direct, Inc. Retirement Plan (ME) 24 · 0 off
- Profitmaster Displays, Inc. Profit Sharing Plan (GA) 24 · 0 off
- Shs-Mn, Inc. Retirement Plan (MN) 24 · 0 off
- Brewe Layman Profit Sharing Plan (WA) 24 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.