401(k) · DOL Form 5500 · 2023

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-11

$65M
Total assets
1,382
Participants
88th
Percentile by assets
$46,919
Avg per participant
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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.

  • 88th percentile by assets (of 127,072 plans)
  • #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.

$65M
total plan assets (2023 EOY)
1,382
covered participants
88th
percentile by assets (of 127,072 plans)
$46,919
avg assets per participant

Where Fnb Retirement Success Pooled Employer Plan sits 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 $2,010,000,000 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

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 →

State
Oregon
Industry
Finance & Insurance

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Fnb Retirement Success Pooled Employer Plan reports 1,382 participants - 3.1x that state average ($65M EOY assets).

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.)

$0M$200M$400M$600M$800M 202220232024 $56.4M $614M ▲ +989.8%
Total plan assets by year, all Standard Retirement Services, Inc. plans on file
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 ($B) Participants Fnb Retirement Succe…, Total assets ($B): 0.064842645 · Participants: 1382Fnb Retirement Succe…401(k) Savings and P…, Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and P…Daimler Truck North …, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North …Precision Castparts …, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Em…
Fnb Retirement Success Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Fnb Retirement Success Pooled Employer P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fnb Retirement Success Pooled Employer Plan by total assets, not by location.

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).

Next read for Fnb Retirement Success Pooled Employer P…

Filing takeaways

Ways to act on Fnb Retirement Success Pooled Employer Plan's numbers.

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.