401(k) · DOL Form 5500 · 2022

Standard Retirement Services Inc 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
1,167
Participants Near avg headcount
86th
Percentile by assets National rank
$33,367
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fnb Retirement Success Pooled Employer Plan · Sponsored by Standard Retirement Services Inc · Oregon · Finance & Insurance

$39M in assets, 1,167 participants

Standard Retirement Services Inc's Fnb Retirement Success Pooled Employer Plan reported $39M in total assets and 1,167 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,138 in Finance & Insurance (9,261 peers)

Coverage in Oregon

Fnb Retirement Success Pooled Employer Plan covers 1,167 participants in Oregon, 2.6x the typical Oregon plan (state average ~443 per filing). Assets: $39M.

#7,138
in Finance & Insurance (9,261 peers)
-$5M
reported net income
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fnb Retirement Success Pooled Employer Plan's outsized position by total assets

Fnb Retirement Success Pooled Employer Plan vs every filed plan by assets

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

$38,939,646 Top 14% higher than 86% 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

Fnb Retirement Success Pooled Employer Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fnb Retirement Success Pooled Employer Plan lands in the large band (1,167 participants).

DOL schedule card

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

Fnb Retirement Success Pooled Employer Plan · $39M · 1,167 · 86th

  • SCH $39M
  • EBSA 1,167
  • PART 86th
  • TYPE 401(k)
  • NET near Fnb Retirement Success Pooled Employer Plan
  • BOOK ind #7138

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 →

Fnb Retirement Success Pooled Employer Plan in the asset neighbourhood

Fnb Retirement Success Pooled Employer PlanFnb Retirement Success Poole…$39MFnb Retirement Success Pooled Employer PlanFnb Retirement Success Poole…$39MFamous Enterprises, Inc. Employee Savings 401(k) PlanFamous Enterprises, Inc. Emp…$39MCherry Creek Mortgage, LLC. Employees Savings TrustCherry Creek Mortgage, LLC. …$39MAtonne Group 401(k) Retirement Savings PlanAtonne Group 401(k) Retireme…$39M
End-of-year total assets ($M) among Fnb Retirement Success Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$39M
Net Income-$5M
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.

Fnb Retirement Success Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Fnb Retirement Success Pooled Employer Plan, Total assets ($B): 0.038939646 · Participants: 1167Fnb Retirement Success 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
Fnb Retirement Success Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Fnb Retirement Success Pooled Employer Plan side-by-side with 3 peers →

Fnb Retirement Success Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Fnb Retirement Success Pooled Employer Plan in MN ($39M); by covered participants it is Valcourt Building Services, Lc 401(k) Plan in VA (1,167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,167 participants); asset peers above are excluded.

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 Fnb Retirement Success Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Fnb Retirement Success Pooled Employer Plan ranks in the 86th 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 Fnb Retirement Success Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fnb Retirement Success Pooled Employer Plan in MN ($39M, 1,167 participants).
Which 401(k) plans cover a similar participant headcount to Fnb Retirement Success Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valcourt Building Services, Lc 401(k) Plan in VA (1,167 participants, $13M in assets).

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.