401(k) · DOL Form 5500 · 2024

Standard Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
2,588
Participants Above avg headcount
84th
Percentile by assets National rank
$18,485
Avg per participant Low balance/head
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Official DOL plan name: Wellthbuilder Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance

$48M in assets, 2,588 participants

Standard Retirement Services, Inc.'s Wellthbuilder Pooled Employer Plan reported $48M in total assets and 2,588 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,381 in Finance & Insurance (8,549 peers)

Coverage in Oregon

Wellthbuilder Pooled Employer Plan covers 2,588 participants in Oregon, 5.8x the typical Oregon plan (state average ~443 per filing). Assets: $48M.

#6,381
in Finance & Insurance (8,549 peers)
+42.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Wellthbuilder Pooled Employer Plan's outsized position by total assets

Wellthbuilder Pooled Employer Plan vs every filed plan by assets

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

$47,839,503 Top 16% higher than 84% 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

Wellthbuilder 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. Wellthbuilder Pooled Employer Plan lands in the large band (2,588 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellthbuilder Pooled Employer Plan reported participants rose from 845 in the plan year 2023 filing to 2,588 in the plan year 2024 filing.
  • Wellthbuilder Pooled Employer Plan end-of-year assets rose from $33M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Wellthbuilder Pooled Employer Plan reported net income rose from $8M in the plan year 2023 filing to $10M 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)

Wellthbuilder Pooled Employer Plan · $48M · 2,588 · 84th

  • EBSA $48M
  • PART 2,588
  • TYPE 84th
  • NET 401(k)
  • BOOK near Cinch Home Services, Inc. and Affiliates 401(k) Retirement Plan
  • VS-ST ind #6381

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 →

Wellthbuilder Pooled Employer Plan in the asset neighbourhood

Vericel Corporation 401(k) PlanVericel Corporation 401(k) P…$48MNorthwest Anesthesiology & Pain Services 401(k) PlanNorthwest Anesthesiology & P…$48MLiberty Dental Plan Corporation 401(k) PlanLiberty Dental Plan Corporat…$48MWellthbuilder Pooled Employer PlanWellthbuilder Pooled Employe…$48MCinch Home Services, Inc. and Affiliates 401(k) Retirement PlanCinch Home Services, Inc. an…$48M
End-of-year total assets ($M) among Wellthbuilder Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$48M
Net Income$10M
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.

Wellthbuilder Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Wellthbuilder Pooled Employer Plan, Total assets ($B): 0.047839503 · Participants: 2588Wellthbuilder 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
Wellthbuilder Pooled Employer Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Wellthbuilder Pooled Employer Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Cinch Home Services, Inc. and Affiliates 401(k) Retirement Plan in FL ($48M); by covered participants it is Navika Capital Group, LLC 401(k) Profit Sharing Plan in NY (2,588 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,588 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 Wellthbuilder Pooled Employer Plan assets move in 2024? ▼
Wellthbuilder Pooled Employer Plan surged - up 42.9% during 2024, from $33M to $48M. Reported net income was $10M.
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 Wellthbuilder Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Wellthbuilder Pooled Employer Plan ranks in the 84th 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 Wellthbuilder Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cinch Home Services, Inc. and Affiliates 401(k) Retirement Plan in FL ($48M, 510 participants).
Which 401(k) plans cover a similar participant headcount to Wellthbuilder Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Navika Capital Group, LLC 401(k) Profit Sharing Plan in NY (2,588 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.