401(k) · DOL Form 5500 · 2023

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
1,382
Participants Near avg headcount
88th
Percentile by assets National rank
$46,919
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fnb Retirement Success Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$65M in assets, 1,382 participants

Standard Retirement Services, Inc.'s Fnb Retirement Success Pooled Employer Plan reported $65M in total assets and 1,382 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,228 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Fnb Retirement Success Pooled Employer Plan covers 1,382 participants in Oregon, 3.1x the typical Oregon plan (state average ~443 per filing). Assets: $65M.

#7,228
in Finance & Insurance (8,869 peers)
+66.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Fnb Retirement Success Pooled Employer Plan's outsized position by total assets

Fnb Retirement Success Pooled Employer Plan vs every filed plan by assets

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

$64,842,645 Top 12% higher than 88% 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

Fnb Retirement Success 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. Fnb Retirement Success Pooled Employer Plan lands in the large band (1,382 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fnb Retirement Success Pooled Employer Plan reported net income rose from -$5M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Fnb Retirement Success Pooled Employer Plan end-of-year assets rose from $39M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Fnb Retirement Success Pooled Employer Plan reported participants rose from 1,167 in the plan year 2022 filing to 1,382 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Fnb Retirement Success Pooled Employer Plan · $65M · 1,382 · 88th

  • 5500 $65M
  • ASSETS 1,382
  • PCT 88th
  • EIN 401(k)
  • RANK near Data Systems Analysts, Inc. Cash or Deferral Plan
  • PHOTO ind #7228

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 →

Fnb Retirement Success Pooled Employer Plan in the asset neighbourhood

Ba Holdings, Inc. Savings PlanBa Holdings, Inc. Savings Pl…$65MFnb Retirement Success Pooled Employer PlanFnb Retirement Success Poole…$65MData Systems Analysts, Inc. Cash or Deferral PlanData Systems Analysts, Inc. …$65MDamuth Services, Inc. Profit Sharing 401(k) PlanDamuth Services, Inc. Profit…$65MLoar Group Inc. 401(k) Plan$65M
End-of-year total assets ($M) among Fnb Retirement Success Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$65M
Net Income$12M
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.

Fnb Retirement Success Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Fnb Retirement Success Pooled Employer Plan, Total assets ($B): 0.064842645 · Participants: 1382Fnb Retirement Success 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
Fnb Retirement Success Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Fnb Retirement Success Pooled Employer Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Data Systems Analysts, Inc. Cash or Deferral Plan in PA ($65M); by covered participants it is Tellepsen Corporation 401(k) & Retirement Plan in TX (1,382 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,382 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 Fnb Retirement Success Pooled Employer Plan assets move in 2023? ▼
Fnb Retirement Success Pooled Employer Plan surged - up 66.5% during 2023, from $39M to $65M. Reported net income was $12M.
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 Fnb Retirement Success Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Fnb Retirement Success Pooled Employer Plan ranks in the 88th 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 Fnb Retirement Success Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Data Systems Analysts, Inc. Cash or Deferral Plan in PA ($65M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Fnb Retirement Success Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tellepsen Corporation 401(k) & Retirement Plan in TX (1,382 participants, $56M 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.