401(k) · DOL Form 5500 · 2024
Standard Retirement Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 71st
- Percentile by assets National rank
Official DOL plan name: Unison Pooled Employer Plan · Sponsored by Standard Retirement Services, Inc. · Oregon · Finance & Insurance
$21M in assets, N/A participants
Standard Retirement Services, Inc.'s Unison Pooled Employer Plan reported $21M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #4,857 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 Unison Pooled Employer Plan at $21M / N/A participants.
- #4,857
- in Finance & Insurance (8,549 peers)
- -$314K
- reported net income
The plan reported a net loss of $314K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Unison Pooled Employer Plan's outsized position by total assets
Unison Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,249,279 Top 29% higher than 71% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Published 5500 schedule card
Filing strip 251838406 · Standard Retirement Services, Inc. PY 2024 · 401(k)
Unison Pooled Employer Plan · $21M · N/A · 71st
- BOY $21M
- BOY N/A
- BOY 71st
- BOY 401(k)
- BOY near Certain Affinity 401(k) Plan
- BOY ind #4857
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 →
Unison Pooled Employer Plan in the asset neighbourhood
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
| 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) | N/A |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$314K |
| Employer EIN | 251838406 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
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
Unison 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 Certain Affinity 401(k) Plan in TX at $21M (this filing: $21M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Certain Affinity 401(k) Plan (TX) $21M · 179
- Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan (OH) $21M · 49
- Green Tokai Co., Ltd. 401(k) Plan (OH) $21M · 560
- Hrbc 401(k) Plan for Ufcw Collective (CA) $21M · 702
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.