Profit Sharing · DOL Form 5500 · 2024
The Stanley Foundation Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $202,909
- Avg per participant Above avg balance/head
Official DOL plan name: Stanley Foundation Retirement Plan & Trust Agreeme · Sponsored by The Stanley Foundation · Iowa · Other Services
$5M in assets, 25 participants
The Stanley Foundation's Stanley Foundation Retirement Plan & Trust Agreeme reported $5M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,969 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Stanley Foundation Retirement Plan & Trust Agreeme ranks #4,969 of 7,719 2024 filers by assets (396% of the sector average)-$5M for 25 participants.
- #4,969
- in Other Services (7,719 peers)
- +8.7%
- assets growth YoY
Stanley Foundation Retirement Plan & Trust Agreeme's mid-pack asset rank among Other Services and all filers
Stanley Foundation Retirement Plan & Trust Agreeme vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,072,719 42nd percentile higher than 42% 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
Stanley Foundation Retirement Plan & Trust Agreeme among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanley Foundation Retirement Plan & Trust Agreeme is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stanley Foundation Retirement Plan & Trust Agreeme reported net income fell from $597K in the plan year 2023 filing to $405K in the plan year 2024 filing.
- Stanley Foundation Retirement Plan & Trust Agreeme end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 426071036 · The Stanley Foundation PY 2024 · Profit Sharing
Stanley Foundation Retirement Plan & Trust Agreeme · $5M · 25 · 42nd
- EOY $5M
- EOY 25
- EOY 42nd
- EOY Profit Sharing
- EOY near Excelsior Wellness 403(b) Plan
- EOY ind #4969
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 Other Services retirement plans → · Plans in Iowa →
Stanley Foundation Retirement Plan & Trust Agreeme in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $405K |
| Employer EIN | 426071036 |
| Plan Effective Date | 1990-09-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Stanley Foundation)
Sponsor-wide plan assets over time
All The Stanley Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 24.598134633371846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $4M |
| 2023 | 1 | 25 | $5M |
| 2024 | 1 | 25 | $5M |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dordt University Defined Contribution Retirement Plan $61M · 322
- Medtec LLC 401(k) Retirement Plan $30M · 279
- Liberty Pattern Company Profit Sharing Plan $26M · 12
- Newton Clinic, P.C. Profit Sharing Plan $17M · 43
- Burgess Health Center 403(b) Plan $16M · 272
Stanley Foundation Retirement Plan & Trust Agreeme's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is Excelsior Wellness 403(b) Plan in WA ($5M); by covered participants it is Arbet,Inc. Retirement Plan in WA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Arbet,Inc. Retirement Plan (WA) 25 · 0 off
- D.W. Nicholson Corporation Profit Sharing Plan (CA) 25 · 0 off
- Salveo Home Care Retirement Plan (CA) 25 · 0 off
- Amp Electric Landscape Co Inc Profit Sharing Plan (CA) 25 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.