401(k) · DOL Form 5500 · 2024

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
16
Participants Small participant base
82nd
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Save for Your Future Retirement Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$43M in assets, 16 participants

Standard Retirement Services, Inc.'s Save for Your Future Retirement Plan reported $43M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,222 in Finance & Insurance (8,549 peers)

Where Save for Your Future Retirement Plan sits by assets

Save for Your Future Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 16 participants (~$2.7M/participant).

#6,222
in Finance & Insurance (8,549 peers)
$173K
reported net income
0.4×
vs typical plan assets (national mean)

Save for Your Future Retirement Plan's outsized position by total assets

Save for Your Future Retirement Plan vs every filed plan by assets

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

$43,173,188 Top 18% higher than 82% 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

Save for Your Future Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Save for Your Future Retirement Plan is a small filing (16 participants) on this national headcount ladder.

DOL schedule card

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

Save for Your Future Retirement Plan · $43M · 16 · 82nd

  • EIN $43M
  • EIN 16
  • EIN 82nd
  • EIN 401(k)
  • EIN near Dietz & Watson, Inc. Deferred Salary Savings Plan
  • EIN ind #6222

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 →

Save for Your Future Retirement Plan in the asset neighbourhood

Tbh Management, LLC 401(k) PlanTbh Management, LLC 401(k) P…$43MSave for Your Future Retirement PlanSave for Your Future Retirem…$43MDietz & Watson, Inc. Deferred Salary Savings PlanDietz & Watson, Inc. Deferre…$43MEquinox Gold Corp., U.S. Ops 401(k) PlanEquinox Gold Corp., U.S. Ops…$43MAmerican Society of Anesthesiologists 401(k) Savings PlanAmerican Society of Anesthes…$43M
End-of-year total assets ($M) among Save for Your Future Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$43M
Net Income$173K
Employer EIN251838406
Plan Effective Date2024-01-01
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.

Save for Your Future Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Save for Your Future Retirement Plan, Total assets ($B): 0.043173188 · Participants: 16Save for Your Future Retirement 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
Save for Your Future Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Save for Your Future Retirement Plan side-by-side with 3 peers →

Save for Your Future Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Dietz & Watson, Inc. Deferred Salary Savings Plan in PA ($43M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 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 Save for Your Future Retirement Plan rank by assets among Form 5500 filers? ▼
Save for Your Future Retirement Plan ranks in the 82nd 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 Save for Your Future Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dietz & Watson, Inc. Deferred Salary Savings Plan in PA ($43M, 579 participants).
Which 401(k) plans cover a similar participant headcount to Save for Your Future Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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.