401(k) · DOL Form 5500 · 2022

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
N/A
Participants Small participant base
75th
Percentile by assets National rank
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Official DOL plan name: Wellthbuilder Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$17M in assets, N/A participants

Standard Retirement Services, Inc.'s Wellthbuilder Pooled Employer Plan reported $17M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,602 in Finance & Insurance (9,261 peers)

Where Wellthbuilder Pooled Employer Plan sits by assets

Wellthbuilder Pooled Employer Plan sits in the top quartile of all filed plans by assets, $17M for N/A participants.

#5,602
in Finance & Insurance (9,261 peers)
$279K
reported net income
0.2×
vs typical plan assets (national mean)

Wellthbuilder Pooled Employer Plan's outsized position by total assets

Wellthbuilder Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,197,365 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 251838406 · Standard Retirement Services, Inc. PY 2022 · 401(k)

Wellthbuilder Pooled Employer Plan · $17M · N/A · 75th

  • TYPE $17M
  • TYPE N/A
  • TYPE 75th
  • TYPE 401(k)
  • TYPE near Wellthbuilder Pooled Employer Plan
  • TYPE ind #5602

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 Finance & Insurance retirement plans → · Plans in Oregon →

Wellthbuilder Pooled Employer Plan in the asset neighbourhood

Wellthbuilder Pooled Employer PlanWellthbuilder Pooled Employe…$17MWellthbuilder Pooled Employer PlanWellthbuilder Pooled Employe…$17MUnity Bank Employees Saving and Profit Sharing Plan and TrustUnity Bank Employees Saving …$17MTango 401(k) Plan$17MMaster Lock Company Savings Plan for Hourly Paid Union Employees PlanMaster Lock Company Savings …$17M
End-of-year total assets ($M) among Wellthbuilder Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$17M
Net Income$279K
Employer EIN251838406
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Standard Retirement Services, Inc.)

Sponsor-wide plan assets over time

All Standard Retirement Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$614M 989.9047287215005% vs 2022
2024 filing year
$0M$200M$400M$600M$800M 202220232024 $56.4M $614M ▲ +989.8%
Year Plans Participants Total Assets
2022 3 1,167 $56M
2023 9 7,698 $309M
2024 21 14,987 $614M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wellthbuilder Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wellthbuilder Pooled Employer Plan, Total assets ($B): 0.017197365 · Participants: 0Wellthbuilder Pooled Employer Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Wellthbuilder Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Wellthbuilder Pooled Employer Plan side-by-side with 3 peers →

Wellthbuilder Pooled Employer Plan's closest out-of-state 401(k) peers by assets

Outside Oregon, the nearest 401(k) by end-of-year assets is Wellthbuilder Pooled Employer Plan in MN at $17M (this filing: $17M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Standard Retirement Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Standard Retirement Services, Inc.'s sponsor-wide assets grew 989.9%, from $56M to $614M.
Where does Wellthbuilder Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Wellthbuilder Pooled Employer Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wellthbuilder Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wellthbuilder Pooled Employer Plan in MN ($17M, N/A participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251838406.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.