401(k) · DOL Form 5500 · 2023

Standard Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
41
Participants Small participant base
33rd
Percentile by assets National rank
$60,837
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Standard Management Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Standard Management Company, Inc. · California · Real Estate

$2M in assets, 41 participants

Standard Management Company, Inc.'s Standard Management Company, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,507 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Standard Management Company, Inc. 401(k) Profit Sharing Plan ranks #2,507 of 4,727 2023 filers by assets (1041% of the sector average)-$2M for 41 participants.

#2,507
in Real Estate (4,727 peers)
-15.4%
assets change YoY

The plan reported a net loss of $453K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Standard Management Company, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Standard Management Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,494,314 33rd percentile higher than 33% 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

Standard Management Company, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Standard Management Company, Inc. 401(k) Profit Sharing Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Standard Management Company, Inc. 401(k) Profit Sharing Plan reported participants fell from 82 in the plan year 2022 filing to 41 in the plan year 2023 filing.
  • Standard Management Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$585K in the plan year 2022 filing to -$453K in the plan year 2023 filing.
  • Standard Management Company, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 956088044 · Standard Management Company, Inc. PY 2023 · 401(k)

Standard Management Company, Inc. 401(k) Profit Sharing Plan · $2M · 41 · 33rd

  • RANK $2M
  • RANK 41
  • RANK 33rd
  • RANK 401(k)
  • RANK near Holy Cross Village 401(k) Retirement Plan
  • RANK ind #2507

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 Real Estate retirement plans → · Plans in California →

Standard Management Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Standard Management Company, Inc. 401(k) Profit Sharing PlanStandard Management Company,…$2MHoly Cross Village 401(k) Retirement PlanHoly Cross Village 401(k) Re…$2MHr Focal Point, LLC 401(k) PlanHr Focal Point, LLC 401(k) P…$2MBurgmeier Hauling 401(k) Retirement PlanBurgmeier Hauling 401(k) Ret…$2MLurre Construction 401(k) PlanLurre Construction 401(k) Pl…$2M
End-of-year total assets ($M) among Standard Management Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$453K
Employer EIN956088044
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Standard Management Company, Inc.)

Sponsor-wide plan assets over time

All Standard Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.230950275500696% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.95M $2.79M ▼ -5.4%
Year Plans Participants Total Assets
2022 1 82 $3M
2023 1 41 $2M
2024 1 41 $3M

Nearby 401(k) Plans in California

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

Standard Management Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Standard Management Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002494314 · Participants: 41Standard Management Company, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Standard Management Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Standard Management Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Standard Management Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Holy Cross Village 401(k) Retirement Plan in IN ($2M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Standard Management Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Standard Management Company, Inc. 401(k) Profit Sharing Plan declined sharply - down 15.4% during 2023, from $3M to $2M. Reported net income was -$453K.
How have Standard Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Standard Management Company, Inc.'s sponsor-wide assets declined 5.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Standard Management Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holy Cross Village 401(k) Retirement Plan in IN ($2M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Standard Management Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 participants, N/A 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 956088044.

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.