401(k) · DOL Form 5500 · 2023

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
845
Participants Near avg headcount
81st
Percentile by assets National rank
$39,612
Avg per participant Low balance/head
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Official DOL plan name: Wellthbuilder Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$33M in assets, 845 participants

Standard Retirement Services, Inc.'s Wellthbuilder Pooled Employer Plan reported $33M in total assets and 845 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,252 in Finance & Insurance (8,869 peers)

Where Wellthbuilder Pooled Employer Plan sits by assets

Wellthbuilder Pooled Employer Plan sits in the top quartile of all filed plans by assets, $33M for 845 participants (~$39,612/participant), up 94.6% in 2023.

#6,252
in Finance & Insurance (8,869 peers)
+94.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wellthbuilder Pooled Employer Plan's outsized position by total assets

Wellthbuilder Pooled Employer Plan vs every filed plan by assets

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

$33,472,163 Top 19% higher than 81% 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

Wellthbuilder Pooled Employer 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. Wellthbuilder Pooled Employer Plan sits mid-pack in the medium band (845 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellthbuilder Pooled Employer Plan reported net income rose from $279K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wellthbuilder Pooled Employer Plan end-of-year assets rose from $17M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Wellthbuilder Pooled Employer Plan reported participants rose from N/A in the plan year 2022 filing to 845 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Wellthbuilder Pooled Employer Plan · $33M · 845 · 81st

  • EBSA $33M
  • EBSA 845
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Financial Partners Credit Union Employees' 401(k) Savings Plan
  • EBSA ind #6252

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 →

Wellthbuilder Pooled Employer Plan in the asset neighbourhood

J.F. Lehman & Company, LLC Savings PlanJ.F. Lehman & Company, LLC S…$33MGeiger Group 401(k) Plan$33MWellthbuilder Pooled Employer PlanWellthbuilder Pooled Employe…$33MFinancial Partners Credit Union Employees' 401(k) Savings PlanFinancial Partners Credit Un…$33MSummit Packaging Systems 401(k) PlanSummit Packaging Systems 401…$33M
End-of-year total assets ($M) among Wellthbuilder Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$33M
Net Income$8M
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.

Wellthbuilder Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Wellthbuilder Pooled Employer Plan, Total assets ($B): 0.033472163 · Participants: 845Wellthbuilder Pooled Employer 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
Wellthbuilder Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Wellthbuilder Pooled Employer Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Financial Partners Credit Union Employees' 401(k) Savings Plan in CA ($33M); by covered participants it is US Default Group LLC 401(k) Profit Sharing Plan & Trust in FL (845 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (845 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 Wellthbuilder Pooled Employer Plan assets move in 2023? ▼
Wellthbuilder Pooled Employer Plan surged - up 94.6% during 2023, from $17M to $33M. Reported net income was $8M.
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 Wellthbuilder Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Wellthbuilder Pooled Employer Plan ranks in the 81st 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 401(k) plans are similar in size to Wellthbuilder Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Financial Partners Credit Union Employees' 401(k) Savings Plan in CA ($33M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Wellthbuilder Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is US Default Group LLC 401(k) Profit Sharing Plan & Trust in FL (845 participants, $3M 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.