401(k) · DOL Form 5500 · 2023
Standard Retirement Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 203
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $48,309
- Avg per participant Low balance/head
Official DOL plan name: Intelli(K) Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance
$10M in assets, 203 participants
Standard Retirement Services, Inc.'s Intelli(K) Pooled Employer Plan reported $10M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #3,810 in Finance & Insurance (8,869 peers)
Coverage in Oregon
Intelli(K) Pooled Employer Plan covers 203 participants in Oregon, about 46% of the average Oregon filer (state average ~443 per filing). Assets: $10M.
- #3,810
- in Finance & Insurance (8,869 peers)
- $1M
- reported net income
Intelli(K) Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers
Intelli(K) Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,806,714 Top 42% higher than 58% 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
Intelli(K) 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. Intelli(K) Pooled Employer Plan sits mid-pack in the medium band (203 participants).
Published 5500 schedule card
Filing strip 251838406 · Standard Retirement Services, Inc. PY 2023 · 401(k)
Intelli(K) Pooled Employer Plan · $10M · 203 · 58th
- ASSETS $10M
- ASSETS 203
- ASSETS 58th
- ASSETS 401(k)
- ASSETS near Aai Associates, Inc. 401(k) Plan
- ASSETS ind #3810
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 →
Intelli(K) Pooled Employer Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 251838406 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING 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
| 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
Intelli(K) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Aai Associates, Inc. 401(k) Plan in NY ($10M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (203 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.