401(k) · DOL Form 5500 · 2024

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
325
Participants Below avg headcount
70th
Percentile by assets National rank
$61,212
Avg per participant Low balance/head
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Official DOL plan name: Freedom 401(k) Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$20M in assets, 325 participants

Standard Retirement Services, Inc.'s Freedom 401(k) Pooled Employer Plan reported $20M in total assets and 325 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,715 in Finance & Insurance (8,549 peers)

Standard Retirement Services, Inc. multi-year trail

Standard Retirement Services, Inc.'s plans moved +989.9% in assets from 2022 to 2024; this filing shows Freedom 401(k) Pooled Employer Plan at $20M / 325 participants.

#4,715
in Finance & Insurance (8,549 peers)
+3714.1%
assets growth YoY

Freedom 401(k) Pooled Employer Plan's outsized position by total assets

Freedom 401(k) Pooled Employer Plan vs every filed plan by assets

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

$19,893,806 Top 30% higher than 70% 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

Freedom 401(k) Pooled Employer Plan 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. Freedom 401(k) Pooled Employer Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Freedom 401(k) Pooled Employer Plan end-of-year assets rose from $522K in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Freedom 401(k) Pooled Employer Plan reported net income rose from $522K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Freedom 401(k) Pooled Employer Plan reported participants rose from 71 in the plan year 2023 filing to 325 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

Freedom 401(k) Pooled Employer Plan · $20M · 325 · 70th

  • 5500 $20M
  • 5500 325
  • 5500 70th
  • 5500 401(k)
  • 5500 near Auto Lenders Liquidation Center, Inc. 401(k) Plan
  • 5500 ind #4715

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 →

Freedom 401(k) Pooled Employer Plan in the asset neighbourhood

Auto Lenders Liquidation Center, Inc. 401(k) PlanAuto Lenders Liquidation Cen…$20MMark-Taylor Development, Inc. 401(k) PlanMark-Taylor Development, Inc…$20M401(k) Plan of Cosway Company, Inc.401(k) Plan of Cosway Compan…$20MFreedom 401(k) Pooled Employer PlanFreedom 401(k) Pooled Employ…$20MHeligroup Holdings, Inc. 401(k) PlanHeligroup Holdings, Inc. 401…$20M
End-of-year total assets ($M) among Freedom 401(k) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Standard Retirement Services, Inc. multi-year asset trail

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

Standard Retirement Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$522K
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN251838406
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Freedom 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Freedom 401(k) Pooled Employer Plan, Total assets ($B): 0.019893806 · Participants: 325Freedom 401(k) Pooled Employer Plan401(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
Freedom 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Freedom 401(k) Pooled Employer Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Auto Lenders Liquidation Center, Inc. 401(k) Plan in NJ ($20M); by covered participants it is Falconwood, Inc. 401(k) Profit in VA (325 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Freedom 401(k) Pooled Employer Plan assets move in 2024? ▼
Freedom 401(k) Pooled Employer Plan surged - up 3714.1% during 2024, from $522K to $20M. Reported net income was $4M.
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.
Which 401(k) plans are similar in size to Freedom 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Auto Lenders Liquidation Center, Inc. 401(k) Plan in NJ ($20M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Freedom 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falconwood, Inc. 401(k) Profit in VA (325 participants, $29M 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.