401(k) · DOL Form 5500 · 2023

Standish Management, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
642
Participants Below avg headcount
84th
Percentile by assets National rank
$66,808
Avg per participant Below avg balance/head
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Official DOL plan name: Standish Management Retirement Plan · Sponsored by Standish Management, LLC · California · Professional & Technical Services

$43M in assets, 642 participants

Standish Management, LLC's Standish Management Retirement Plan reported $43M in total assets and 642 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,247 in Professional & Technical Services (20,321 peers)

Where Standish Management Retirement Plan sits by assets

Standish Management Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 642 participants (~$66,808/participant), up 43.8% in 2023.

#17,247
in Professional & Technical Services (20,321 peers)
+43.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Standish Management Retirement Plan's outsized position by total assets

Standish Management Retirement Plan vs every filed plan by assets

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

$42,890,900 Top 16% higher than 84% 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

Standish Management Retirement 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. Standish Management Retirement Plan sits mid-pack in the medium band (642 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Standish Management Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Standish Management Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Standish Management Retirement Plan reported participants rose from 501 in the plan year 2022 filing to 642 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 262785172 · Standish Management, LLC PY 2023 · 401(k)

Standish Management Retirement Plan · $43M · 642 · 84th

  • NET $43M
  • BOOK 642
  • VS-ST 84th
  • BOY 401(k)
  • SCH near Rock Valley Physical Therapy Center 401(k) Profit Sharing Plan
  • EBSA ind #17247

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 Professional & Technical Services retirement plans → · Plans in California →

Standish Management Retirement Plan in the asset neighbourhood

Encino Energy 401(k) Plan$43MAdvanced Environmental Monitoring 401(k) PlanAdvanced Environmental Monit…$43MStandish Management Retirement PlanStandish Management Retireme…$43MRock Valley Physical Therapy Center 401(k) Profit Sharing PlanRock Valley Physical Therapy…$43MAstc Employee 401(k) Plan$43M
End-of-year total assets ($M) among Standish Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$43M
Net Income$13M
Employer EIN262785172
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Standish Management, LLC)

Sponsor-wide plan assets over time

All Standish Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 43.752677919783864% vs 2022
2023 filing year
$25M$30M$35M$40M$45M 20222023 $29.8M $42.9M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 501 $30M
2023 2 1,314 $43M

Nearby 401(k) Plans in California

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

Standish Management Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Standish Management Retirement Plan, Total assets ($B): 0.0428909 · Participants: 642Standish Management Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Standish Management Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Standish Management Retirement Plan side-by-side with 3 peers →

Standish Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rock Valley Physical Therapy Center 401(k) Profit Sharing Plan in IL ($43M); by covered participants it is Colorado Premium Foods 401(k) Plan in CO (642 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (642 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 Standish Management Retirement Plan assets move in 2023? ▼
Standish Management Retirement Plan surged - up 43.8% during 2023, from $30M to $43M. Reported net income was $13M.
How have Standish Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Standish Management, LLC's sponsor-wide assets grew 43.8%, from $30M to $43M.
Where does Standish Management Retirement Plan rank by assets among Form 5500 filers? ▼
Standish Management Retirement Plan ranks in the 84th 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 Standish Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rock Valley Physical Therapy Center 401(k) Profit Sharing Plan in IL ($43M, 383 participants).
Which 401(k) plans cover a similar participant headcount to Standish Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Premium Foods 401(k) Plan in CO (642 participants, $9M 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 262785172.

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.