401(k) · DOL Form 5500 · 2023

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,740
Participants Near avg headcount
77th
Percentile by assets National rank
$14,796
Avg per participant Low balance/head
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Official DOL plan name: Shepherd Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$26M in assets, 1,740 participants

Standard Retirement Services, Inc.'s Shepherd Pooled Employer Plan reported $26M in total assets and 1,740 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,758 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Shepherd Pooled Employer Plan covers 1,740 participants in Oregon, 3.9x the typical Oregon plan (state average ~443 per filing). Assets: $26M.

#5,758
in Finance & Insurance (8,869 peers)
+49.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Shepherd Pooled Employer Plan's outsized position by total assets

Shepherd Pooled Employer Plan vs every filed plan by assets

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

$25,744,615 Top 23% higher than 77% 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

Shepherd Pooled Employer Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepherd Pooled Employer Plan lands in the large band (1,740 participants).

Form 5500 schedule snapshot

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

Shepherd Pooled Employer Plan · $26M · 1,740 · 77th

  • ASSETS $26M
  • PCT 1,740
  • EIN 77th
  • RANK 401(k)
  • PHOTO near Hapo Community Credit Union Employee Investment Plan
  • IND ind #5758

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 →

Shepherd Pooled Employer Plan in the asset neighbourhood

401(k) Plan for the Salaried Employees of J.F. Kiely Construction Co.401(k) Plan for the Salaried…$26MShepherd Pooled Employer Plan$26MHapo Community Credit Union Employee Investment PlanHapo Community Credit Union …$26MC & F Enterprises, Inc. 401(k) PlanC & F Enterprises, Inc. 401(…$26MDmi Companies, Inc. and Affiliated Companies 401(k) PlanDmi Companies, Inc. and Affi…$26M
End-of-year total assets ($M) among Shepherd Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$26M
Net Income$5M
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.

Shepherd Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Shepherd Pooled Employer Plan, Total assets ($B): 0.025744615 · Participants: 1740Shepherd 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
Shepherd Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Shepherd Pooled Employer Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Hapo Community Credit Union Employee Investment Plan in WA ($26M); by covered participants it is Exlservice 401(k) Plan in NJ (1,740 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,740 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 Shepherd Pooled Employer Plan assets move in 2023? ▼
Shepherd Pooled Employer Plan surged - up 49.6% during 2023, from $17M to $26M. Reported net income was $5M.
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 Shepherd Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Shepherd Pooled Employer Plan ranks in the 77th 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 Shepherd Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hapo Community Credit Union Employee Investment Plan in WA ($26M, 476 participants).
Which 401(k) plans cover a similar participant headcount to Shepherd Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Exlservice 401(k) Plan in NJ (1,740 participants, $164M 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.