401(k) · DOL Form 5500 · 2023
Standard Retirement Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $111M
- Total assets
- 2,648
- Participants
- 92nd
- Percentile by assets
- $41,992
- Avg per participant
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.
- 92nd percentile by assets (of 127,072 plans)
- #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.
- $111M
- total plan assets (2023 EOY)
- 2,648
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $41,992
- avg assets per participant
Where Wa/Df Conglomerate 401(k)/Profit Sharing Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Wa/Df Conglomerate 401(k)/Profit Sharing Plan reports 2,648 participants - 6.0x that state average ($111M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $18M |
| Employer EIN | 251838406 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Standard Retirement Services, Inc.)
| 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.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wa/Df Conglomerate 401(k)/Profit Sharing Plan by total assets, not by location.
- Savers 401(k) Plan (WA) $111M · 11,000
- Ruiz Food Products, Inc. 401(k) Profit Sharing Plan (TX) $111M · 1,831
- Mcallister Savings Plan (NY) $111M · 671
- Turck Inc. Employee Savings and Profit Sharing Plan (MN) $111M · 695
Frequently Asked Questions
How did Wa/Df Conglomerate 401(k)/Profit Sharing Plan assets move in 2023? ▼
How have Standard Retirement Services, Inc. plan assets changed over time? ▼
Where does Wa/Df Conglomerate 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wa/Df Conglomerate 401(k)/Profit Sharing Plan? ▼
Next read for Wa/Df Conglomerate 401(k)/Profit Sharing…
Filing takeaways
Ways to act on Wa/Df Conglomerate 401(k)/Profit Sharing Plan's numbers.
- By total assets, Wa/Df Conglomerate 401(k)/Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
- Standard Retirement Services, Inc.'s sponsor-wide assets have grown 989.9% since 2022 across 3 plan years on file. More Finance & Insurance plans