401(k) · DOL Form 5500 · 2023

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$522K
Total assets Small plan by assets
71
Participants Small participant base
18th
Percentile by assets National rank
$7,346
Avg per participant Low balance/head
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Official DOL plan name: Freedom 401(k) Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$522K in assets, 71 participants

Standard Retirement Services, Inc.'s Freedom 401(k) Pooled Employer Plan reported $522K in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

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

Standard Retirement Services, Inc. multi-year trail

Standard Retirement Services, Inc.'s plans moved +989.9% in assets from 2022 to 2024; this filing shows Freedom 401(k) Pooled Employer Plan at $522K / 71 participants.

#994
in Finance & Insurance (8,869 peers)
$522K
reported net income

Freedom 401(k) Pooled Employer Plan among the smaller filed plans by assets

Freedom 401(k) Pooled Employer Plan vs every filed plan by assets

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

$521,584 18th percentile higher than 18% 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

Freedom 401(k) Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freedom 401(k) Pooled Employer Plan is a small filing (71 participants) on this national headcount ladder.

Published 5500 schedule card

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

Freedom 401(k) Pooled Employer Plan · $522K · 71 · 18th

  • PCT $522K
  • PCT 71
  • PCT 18th
  • PCT 401(k)
  • PCT near Marietta Railroad Properties, Inc. 401(k) Plan
  • PCT ind #994

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 →

Freedom 401(k) Pooled Employer Plan in the asset neighbourhood

Freedom 401(k) Pooled Employer PlanFreedom 401(k) Pooled Employ…$522KMarietta Railroad Properties, Inc. 401(k) PlanMarietta Railroad Properties…$522KLegacy3 401(k)$522KA & B Casey Inc. 401(k) Plan$522KMarietta Railroad Properties, Inc. 401(k) PlanMarietta Railroad Properties…$522K
End-of-year total assets ($M) among Freedom 401(k) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Standard Retirement Services, Inc. multi-year asset trail

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

Standard Retirement Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$522K
Net Income$522K
Employer EIN251838406
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Freedom 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Freedom 401(k) Pooled Employer Plan, Total assets ($B): 0.000521584 · Participants: 71Freedom 401(k) 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
Freedom 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Freedom 401(k) Pooled Employer Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Marietta Railroad Properties, Inc. 401(k) Plan in NY ($522K); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($522K here).

Similar participant headcount

Nearest other-state filings by covered participants (71 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 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 Freedom 401(k) Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Freedom 401(k) Pooled Employer Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Freedom 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marietta Railroad Properties, Inc. 401(k) Plan in NY ($522K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Freedom 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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.