401(k) · DOL Form 5500 · 2024
Standard Retirement Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 2,099
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $14,136
- Avg per participant Low balance/head
Official DOL plan name: Shepherd Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance
$30M in assets, 2,099 participants
Standard Retirement Services, Inc.'s Shepherd Pooled Employer Plan reported $30M in total assets and 2,099 participants in its 2024 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.
- #5,511 in Finance & Insurance (8,549 peers)
Coverage in Oregon
Shepherd Pooled Employer Plan covers 2,099 participants in Oregon, 4.7x the typical Oregon plan (state average ~443 per filing). Assets: $30M.
- #5,511
- in Finance & Insurance (8,549 peers)
- +15.3%
- 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 2024 · DOL Form 5500
$29,671,417 Top 23% higher than 77% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shepherd Pooled Employer Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepherd Pooled Employer Plan lands in the large band (2,099 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shepherd Pooled Employer Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Shepherd Pooled Employer Plan reported participants rose from 1,740 in the plan year 2023 filing to 2,099 in the plan year 2024 filing.
- Shepherd Pooled Employer Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
DOL schedule card
Filing strip 251838406 · Standard Retirement Services, Inc. PY 2024 · 401(k)
Shepherd Pooled Employer Plan · $30M · 2,099 · 77th
- EIN $30M
- RANK 2,099
- PHOTO 77th
- IND 401(k)
- EOY near Integrus Architecture, P.S. Incentive Savings Pla
- 5500 ind #5511
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
Oregon filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 251838406 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING 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
| 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.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Shepherd Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Integrus Architecture, P.S. Incentive Savings Pla in WA ($30M); by covered participants it is P. L. Marketing Inc. 401(k) Savings Plan in KY (2,099 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Integrus Architecture, P.S. Incentive Savings Pla (WA) $30M · 119
- Eoa, Inc. Salary Reduction Plan (CA) $30M · 29
- G. H. Smart & Company, LLC 401(k) Ps Plan & Trust (IL) $30M · 136
- Ascent Industries Co. 401(k) Plan (IL) $30M · 490
Similar participant headcount
Nearest other-state filings by covered participants (2,099 participants); asset peers above are excluded.
- P. L. Marketing Inc. 401(k) Savings Plan (KY) 2,099 · 0 off
- Wsgr 401(k) and Profit Sharing Plan (CA) 2,099 · 0 off
- Cbr Management Services, Inc. 401(k) Plan (TX) 2,099 · 0 off
- Crystal Run Healthcare Physicians LLP Retirement Plan (MN) 2,100 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.