401(k) · DOL Form 5500 · 2024

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
766
Participants Near avg headcount
86th
Percentile by assets National rank
$75,408
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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

$58M in assets, 766 participants

Standard Retirement Services, Inc.'s The Pooled Employer Plan of America reported $58M in total assets and 766 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,647 in Finance & Insurance (8,549 peers)

Where The Pooled Employer Plan of America sits by assets

The Pooled Employer Plan of America sits in the top quartile of all filed plans by assets, $58M for 766 participants (~$75,408/participant), up 15.5% in 2024.

#6,647
in Finance & Insurance (8,549 peers)
+15.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Pooled Employer Plan of America's outsized position by total assets

The Pooled Employer Plan of America vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$57,762,851 Top 14% higher than 86% of 123,620 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 2024

The Pooled Employer Plan of America among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pooled Employer Plan of America sits mid-pack in the medium band (766 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Pooled Employer Plan of America reported net income rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Pooled Employer Plan of America end-of-year assets rose from $50M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • The Pooled Employer Plan of America reported participants rose from 670 in the plan year 2023 filing to 766 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251838406 · Standard Retirement Services, Inc. PY 2024 · 401(k)

The Pooled Employer Plan of America · $58M · 766 · 86th

  • BOOK $58M
  • VS-ST 766
  • BOY 86th
  • SCH 401(k)
  • EBSA near Clark Pacific 401(k) Plan
  • PART ind #6647

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 →

The Pooled Employer Plan of America in the asset neighbourhood

Midwest Vision Partners 401(k) PlanMidwest Vision Partners 401(…$58MCaxton Associates LP Savings & Profit Sharing PlanCaxton Associates LP Savings…$58MThe Pooled Employer Plan of AmericaThe Pooled Employer Plan of …$58MClark Pacific 401(k) Plan$58MUniversal Logistics Holdings, Inc. 401(k) PlanUniversal Logistics Holdings…$58M
End-of-year total assets ($M) among The Pooled Employer Plan of America and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$58M
Net Income$8M
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.

The Pooled Employer Plan of America vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Pooled Employer Plan of America, Total assets ($B): 0.057762851 · Participants: 766The Pooled Employer Plan of America401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
The Pooled Employer Plan of America vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare The Pooled Employer Plan of America side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Clark Pacific 401(k) Plan in CA ($58M); by covered participants it is Rain Bird Corporation Employee Savings & Investment Plan in CA (766 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (766 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Pooled Employer Plan of America assets move in 2024? ▼
The Pooled Employer Plan of America grew sharply - up 15.5% during 2024, from $50M to $58M. Reported net income was $8M.
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 The Pooled Employer Plan of America rank by assets among Form 5500 filers? ▼
The Pooled Employer Plan of America ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Pooled Employer Plan of America? ▼
Among 401(k) plans in other states, the closest by assets is Clark Pacific 401(k) Plan in CA ($58M, 248 participants).
Which 401(k) plans cover a similar participant headcount to The Pooled Employer Plan of America? ▼
Among 401(k) plans in other states, the closest by covered participants is Rain Bird Corporation Employee Savings & Investment Plan in CA (766 participants, $160M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.