401(k) · DOL Form 5500 · 2024

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
N/A
Participants Small participant base
79th
Percentile by assets National rank
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Official DOL plan name: Ima Wealth Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$35M in assets, N/A participants

Standard Retirement Services, Inc.'s Ima Wealth Pooled Employer Plan reported $35M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,806 in Finance & Insurance (8,549 peers)

Where Ima Wealth Pooled Employer Plan sits by assets

Ima Wealth Pooled Employer Plan sits in the top quartile of all filed plans by assets, $35M for N/A participants.

#5,806
in Finance & Insurance (8,549 peers)
-$108K
reported net income
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $108K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ima Wealth Pooled Employer Plan's outsized position by total assets

Ima Wealth Pooled Employer Plan vs every filed plan by assets

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

$34,664,929 Top 21% higher than 79% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

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

Ima Wealth Pooled Employer Plan · $35M · N/A · 79th

  • EOY $35M
  • 5500 N/A
  • ASSETS 79th
  • PCT 401(k)
  • EIN near The M. K. Morse Company Retirement Savings Plan
  • RANK ind #5806

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 →

Ima Wealth Pooled Employer Plan in the asset neighbourhood

The M. K. Morse Company Retirement Savings PlanThe M. K. Morse Company Reti…$35MCentral Bancshares, Inc. Employee Stock Ownership and 401(k) PlanCentral Bancshares, Inc. Emp…$35MIma Wealth Pooled Employer PlanIma Wealth Pooled Employer P…$35MPenton Learning Systems, L.L.C. 401(k) PlanPenton Learning Systems, L.L…$35MCreativeone 401(k) Plan$35M
End-of-year total assets ($M) among Ima Wealth Pooled Employer 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)$35M
Net Income-$108K
Employer EIN251838406
Plan Effective Date2023-01-01
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.

Ima Wealth Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Ima Wealth Pooled Employer Plan, Total assets ($B): 0.034664929 · Participants: 0Ima Wealth 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
Ima Wealth Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Ima Wealth Pooled Employer Plan side-by-side with 3 peers →

Ima Wealth Pooled Employer Plan's closest out-of-state 401(k) peers by assets

Outside Oregon, the nearest 401(k) by end-of-year assets is The M. K. Morse Company Retirement Savings Plan in OH at $35M (this filing: $35M).

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 Ima Wealth Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Ima Wealth Pooled Employer Plan ranks in the 79th 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 Ima Wealth Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is The M. K. Morse Company Retirement Savings Plan in OH ($35M, 392 participants).

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.