401(k) · DOL Form 5500 · 2023

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
2,648
Participants Above avg headcount
92nd
Percentile by assets National rank
$41,992
Avg per participant Low balance/head
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Official DOL plan name: Wa/Df Conglomerate 401(k)/Profit Sharing Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$111M in assets, 2,648 participants

Standard Retirement Services, Inc.'s Wa/Df Conglomerate 401(k)/Profit Sharing Plan reported $111M in total assets and 2,648 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,776 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Wa/Df Conglomerate 401(k)/Profit Sharing Plan covers 2,648 participants in Oregon, 6.0x the typical Oregon plan (state average ~443 per filing). Assets: $111M.

#7,776
in Finance & Insurance (8,869 peers)
+40.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Wa/Df Conglomerate 401(k)/Profit Sharing Plan's outsized position by total assets

Wa/Df Conglomerate 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$111,194,797 Top 8% higher than 92% 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

Wa/Df Conglomerate 401(k)/Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wa/Df Conglomerate 401(k)/Profit Sharing Plan lands in the large band (2,648 participants).

Form 5500 schedule snapshot

Filing strip 251838406 · Standard Retirement Services, Inc. PY 2023 · 401(k)

Wa/Df Conglomerate 401(k)/Profit Sharing Plan · $111M · 2,648 · 92nd

  • IND $111M
  • IND 2,648
  • IND 92nd
  • IND 401(k)
  • IND near Savers 401(k) Plan
  • IND ind #7776

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 →

Wa/Df Conglomerate 401(k)/Profit Sharing Plan in the asset neighbourhood

Mcallister Savings Plan$111MRuiz Food Products, Inc. 401(k) Profit Sharing PlanRuiz Food Products, Inc. 401…$111MWa/Df Conglomerate 401(k)/Profit Sharing PlanWa/Df Conglomerate 401(k)/Pr…$111MSavers 401(k) Plan$111MTurck Inc. Employee Savings and Profit Sharing PlanTurck Inc. Employee Savings …$111M
End-of-year total assets ($M) among Wa/Df Conglomerate 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$111M
Net Income$18M
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.

Wa/Df Conglomerate 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants Wa/Df Conglomerate 401(k)/Profit Sharing Plan, Total assets ($B): 0.111194797 · Participants: 2648Wa/Df Conglomerate 401(k)/Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Wa/Df Conglomerate 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Wa/Df Conglomerate 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Wa/Df Conglomerate 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Savers 401(k) Plan in WA ($111M); by covered participants it is Ccfi Companies, LLC 401(k) Plan in OH (2,646 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,648 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 Wa/Df Conglomerate 401(k)/Profit Sharing Plan assets move in 2023? ▼
Wa/Df Conglomerate 401(k)/Profit Sharing Plan surged - up 40.2% during 2023, from $79M to $111M. Reported net income was $18M.
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 Wa/Df Conglomerate 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Wa/Df Conglomerate 401(k)/Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Wa/Df Conglomerate 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savers 401(k) Plan in WA ($111M, 11,000 participants).
Which 401(k) plans cover a similar participant headcount to Wa/Df Conglomerate 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccfi Companies, LLC 401(k) Plan in OH (2,646 participants, $62M 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 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.