Profit Sharing · DOL Form 5500 · 2023

The Stanley Foundation Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
25
Participants Small participant base
43rd
Percentile by assets National rank
$186,728
Avg per participant Above avg balance/head
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Official DOL plan name: Stanley Foundation Retirement Plan & Trust Agreeme · Sponsored by The Stanley Foundation · Iowa · Other Services

$5M in assets, 25 participants

The Stanley Foundation's Stanley Foundation Retirement Plan & Trust Agreeme reported $5M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,104 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Stanley Foundation Retirement Plan & Trust Agreeme ranks #5,104 of 7,857 2023 filers by assets (430% of the sector average)-$5M for 25 participants.

#5,104
in Other Services (7,857 peers)
+14.7%
assets growth YoY

Stanley Foundation Retirement Plan & Trust Agreeme's mid-pack asset rank among Other Services and all filers

Stanley Foundation Retirement Plan & Trust Agreeme vs every filed plan by assets

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

$4,668,197 43rd percentile higher than 43% 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

Stanley Foundation Retirement Plan & Trust Agreeme among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanley Foundation Retirement Plan & Trust Agreeme is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stanley Foundation Retirement Plan & Trust Agreeme reported net income rose from -$705K in the plan year 2022 filing to $597K in the plan year 2023 filing.
  • Stanley Foundation Retirement Plan & Trust Agreeme end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Stanley Foundation Retirement Plan & Trust Agreeme reported participants rose from 24 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 426071036 · The Stanley Foundation PY 2023 · Profit Sharing

Stanley Foundation Retirement Plan & Trust Agreeme · $5M · 25 · 43rd

  • EBSA $5M
  • EBSA 25
  • EBSA 43rd
  • EBSA Profit Sharing
  • EBSA near Council on the Environment, Inc. Incentive Savings Plan
  • EBSA ind #5104

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 Other Services retirement plans → · Plans in Iowa →

Stanley Foundation Retirement Plan & Trust Agreeme in the asset neighbourhood

Stanley Foundation Retirement Plan & Trust AgreemeStanley Foundation Retiremen…$5MCouncil on the Environment, Inc. Incentive Savings PlanCouncil on the Environment, …$5MTae, Inc. Profit Sharing Retirement PlanTae, Inc. Profit Sharing Ret…$5MKreuter & Gordon, P.C. Profit Sharing PlanKreuter & Gordon, P.C. Profi…$5MEpstein & Associates Realty, Inc. Profit Sharing PlanEpstein & Associates Realty,…$5M
End-of-year total assets ($M) among Stanley Foundation Retirement Plan & Trust Agreeme and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$597K
Employer EIN426071036
Plan Effective Date1990-09-28
Filing StatusFILING RECEIVED

Sponsor Plan History (The Stanley Foundation)

Sponsor-wide plan assets over time

All The Stanley Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.598134633371846% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.07M $5.07M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 24 $4M
2023 1 25 $5M
2024 1 25 $5M

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Stanley Foundation Retirement Plan & Trust Agreeme vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100200300 051015202530 Total assets ($M) Participants Stanley Foundation Retirement Plan & Trust Agreeme, Total assets ($M): 4.668197 · Participants: 25Stanley Foundation Retirement Plan & Trust AgreemeMedtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings Plan
Stanley Foundation Retirement Plan & Trust Agreeme vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Stanley Foundation Retirement Plan & Trust Agreeme side-by-side with 3 peers →

Stanley Foundation Retirement Plan & Trust Agreeme's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Council on the Environment, Inc. Incentive Savings Plan in NY ($5M); by covered participants it is Plumbing, Piping & Construction, Inc. Profit Sharing Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Stanley Foundation Retirement Plan & Trust Agreeme assets move in 2023? ▼
Stanley Foundation Retirement Plan & Trust Agreeme grew at a solid clip - up 14.7% during 2023, from $4M to $5M. Reported net income was $597K.
How have The Stanley Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Stanley Foundation's sponsor-wide assets grew 24.6%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Stanley Foundation Retirement Plan & Trust Agreeme? ▼
Among Profit Sharing plans in other states, the closest by assets is Council on the Environment, Inc. Incentive Savings Plan in NY ($5M, 131 participants).
Which Profit Sharing plans cover a similar participant headcount to Stanley Foundation Retirement Plan & Trust Agreeme? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbing, Piping & Construction, Inc. Profit Sharing Plan in CA (25 participants, $13M 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 426071036.

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.