Other · DOL Form 5500 · 2023

S.C. Companies, Inc. Retirement Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
849
Participants Near avg headcount
89th
Percentile by assets National rank
$89,697
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stanley Member Stock Bonus Plan · Sponsored by S.C. Companies, Inc. · Iowa · Professional & Technical Services

$76M in assets, 849 participants

S.C. Companies, Inc.'s Stanley Member Stock Bonus Plan reported $76M in total assets and 849 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,398 in Professional & Technical Services (20,321 peers)

Where Stanley Member Stock Bonus Plan sits by assets

Stanley Member Stock Bonus Plan sits in the top quartile of all filed plans by assets, $76M for 849 participants (~$89,697/participant), up 19.5% in 2023.

#18,398
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Stanley Member Stock Bonus Plan's outsized position by total assets

Stanley Member Stock Bonus Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$76,152,795 Top 11% higher than 89% of 127,068 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 2023

Stanley Member Stock Bonus Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanley Member Stock Bonus Plan sits mid-pack in the medium band (849 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stanley Member Stock Bonus Plan reported net income rose from $4M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Stanley Member Stock Bonus Plan end-of-year assets rose from $64M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Stanley Member Stock Bonus Plan reported participants fell from 982 in the plan year 2022 filing to 849 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421269893 · S.C. Companies, Inc. PY 2023 · Other

Stanley Member Stock Bonus Plan · $76M · 849 · 89th

  • VS-ST $76M
  • VS-ST 849
  • VS-ST 89th
  • VS-ST Other
  • VS-ST near Ransom Everglades School Section 403(b) Retirement Plan
  • VS-ST ind #18398

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 Professional & Technical Services retirement plans → · Plans in Iowa →

Stanley Member Stock Bonus Plan in the asset neighbourhood

Westmont College Defined Contribution Retirement PlanWestmont College Defined Con…$76MRansom Everglades School Section 403(b) Retirement PlanRansom Everglades School Sec…$76MStanley Member Stock Bonus PlanStanley Member Stock Bonus P…$76MCitizens Memorial Health Care System Matched Savings PlanCitizens Memorial Health Car…$76MSouthern College of Optometry Defined Contribution PlanSouthern College of Optometr…$76M
End-of-year total assets ($M) among Stanley Member Stock Bonus Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$76M
Net Income$12M
Employer EIN421269893
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.C. Companies, Inc.)

Sponsor-wide plan assets over time

All S.C. Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$426M 23.519870626028872% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $345M $426M ▲ +23.5%
Year Plans Participants Total Assets
2022 2 1,707 $345M
2023 2 1,650 $401M
2024 2 1,608 $426M

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Stanley Member Stock Bonus Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Stanley Member Stock Bonus Plan, Total assets ($M): 76.152795 · Participants: 849Stanley Member Stock Bonus PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 344.594954 · Participants: 4651Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 277.013704 · Participants: 1224Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Stanley Member Stock Bonus Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Stanley Member Stock Bonus Plan side-by-side with 3 peers →

Stanley Member Stock Bonus Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Ransom Everglades School Section 403(b) Retirement Plan in FL ($76M); by covered participants it is Mary's Center 403(b) Retirement Plan in DC (849 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (849 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stanley Member Stock Bonus Plan assets move in 2023? ▼
Stanley Member Stock Bonus Plan grew sharply - up 19.5% during 2023, from $64M to $76M. Reported net income was $12M.
How have S.C. Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.C. Companies, Inc.'s sponsor-wide assets grew 23.5%, from $345M to $426M.
Where does Stanley Member Stock Bonus Plan rank by assets among Form 5500 filers? ▼
Stanley Member Stock Bonus Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Stanley Member Stock Bonus Plan? ▼
Among Other plans in other states, the closest by assets is Ransom Everglades School Section 403(b) Retirement Plan in FL ($76M, 212 participants).
Which Other plans cover a similar participant headcount to Stanley Member Stock Bonus Plan? ▼
Among Other plans in other states, the closest by covered participants is Mary's Center 403(b) Retirement Plan in DC (849 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421269893.

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.