Employer · plans filed under one EIN
Standard Retirement Services, Inc.
Portland, OR · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Standard Retirement Services, Inc., based in Portland, Oregon, sponsors 20 retirement plans with 100 or more participants: 20 defined contribution. Together they reported 30,569 participant records and $593M in net assets.
The largest is WRP Conglomerate Retirement Savings Plan, a 401(k) plan with 3,941 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $19.5M and participant contributions $39.5M in the latest plan years; benefits paid were $42.9M. Schedule C compensation reported to service provider organisations totalled $2.5M.
Combined net assets moved from $38.9M in 2022 to $593M in 2024 (up 1423%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| WRP Conglomerate Retirement Savings Plan | 401(k) plan | 2024 | 3,941 | $139M | $35,303 | $1,280 | $701K |
| Retireready 401(k) Plan | 401(k) plan | 2024 | 3,890 | $40.8M | $10,499 | $357 | $116K |
| Ima Wealth Pooled Employer Plan | 401(k) plan | 2024 | 3,660 | $34.7M | $9,471 | $54 | $136K |
| Wellthbuilder Pooled Employer Plan | 401(k) plan | 2024 | 3,024 | $47.8M | $15,820 | $1,073 | $250K |
| FNB Retirement Success Pooled Employer Plan | 401(k) plan | 2024 | 3,005 | $79.0M | $26,297 | $1,556 | $540K |
| Shepherd Pooled Employer Plan | 401(k) plan | 2024 | 2,287 | $29.7M | $12,974 | $646 | $262K |
| Hub Private Label Retirement Plan | 401(k) plan | 2024 | 2,125 | $9.4M | $4,422 | $168 | $26K |
| Freedom 401(k) Pooled Employer Plan | 401(k) plan | 2024 | 1,215 | $19.9M | $16,374 | $1,024 | $40K |
| LRP Pooled Employer Plan | 401(k) plan | 2024 | 1,074 | $9.8M | $9,163 | $777 | $61K |
| Your 401(k) Retirement Plan | 401(k) plan | 2024 | 944 | — | — | — | $0 |
| The Partners Retirement Plan | 401(k) plan | 2025 | 860 | — | — | — | $0 |
| The Pooled Employer Plan of America | 401(k) plan | 2024 | 844 | $57.8M | $68,439 | $2,099 | $189K |
| Save for Your Future Retirement Plan | 401(k) plan | 2024 | 764 | $43.2M | $56,509 | $610 | $15K |
| Retirement Harbor Pooled Employer Plan | 401(k) plan | 2024 | 559 | $15.2M | $27,162 | $1,700 | $68K |
| Retirenav(k) | 401(k) plan | 2025 | 550 | — | — | — | $0 |
| MJ 401(k) PEP | 401(k) plan | 2024 | 494 | $19.1M | $38,577 | $2,774 | $85K |
| Unison Pooled Employer Plan | 401(k) plan | 2024 | 446 | $21.2M | $47,644 | $410 | $11K |
| Insight Retirement Pooled Employer Plan | 401(k) plan | 2024 | 389 | $14.6M | $37,626 | $408 | $22K |
| Retirement Focus Pooled Employer Plan | 401(k) plan | 2024 | 266 | $11.7M | $43,908 | $794 | $7,222 |
| Be Good to Your Future PEP | 401(k) plan | 2025 | 232 | — | — | — | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 3 | 1,642 | $0 | $0 | $0 |
| 2024 | 17 | 28,927 | $593M | $19.5M | $39.5M |
| 2023 | 8 | 14,166 | $286M | $12.0M | $20.8M |
| 2022 | 3 | 2,562 | $38.9M | $1.7M | $1.9M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Stancorp Financial Group | Claims processing; Recordkeeping and information management; Custodial (other than securities); Contract Administrator | 15 | $1,578,557 |
| Wheeler Retirement Plans | Investment advisory (plan) | 1 | $248,765 |
| First National Trust Company | Investment advisory (plan); Consulting (pension) | 1 | $231,886 |
| Minnesota Life Insurance Company | Contract Administrator; Recordkeeping and information management; Investment management; Valuation (appraisals, etc.) | 1 | $110,790 |
| Shepherd Financial Inv Advisior | Investment advisory (plan) | 1 | $93,325 |
| World Investment Advisors LLC | Investment advisory (plan); Consulting (pension) | 3 | $90,406 |
| Global Retirment Partners, LLC | Investment advisory (plan) | 4 | $61,839 |
| Procourse Fiduciary Advisors LLC | Investment advisory (plan) | 1 | $27,733 |
| Mma Securities LLC | Investment advisory (plan) | 1 | $25,903 |
| Ima Wealth, Inc. | Investment advisory (plan) | 1 | $25,271 |
| Lion Street Advisors LLC | Investment advisory (plan) | 1 | $23,267 |
| Wellth Advisory Services LLC | Investment advisory (plan) | 1 | $9,558 |
| Ascensus | Investment advisory (plan) | 1 | $1,330 |
| Strategic Retirement Plan Consultan | Investment advisory (plan) | 1 | $119 |
| Morningstar Inc. | Investment advisory (plan) | 2 | $76 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Standard Retirement Services, Inc. have?
20 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: WRP Conglomerate Retirement Savings Plan, Retireready 401(k) Plan, Ima Wealth Pooled Employer Plan and Wellthbuilder Pooled Employer Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Standard Retirement Services, Inc. contribute to its plans?
$19,521,138 in employer contributions across these plans in their latest plan years, about $774 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Stancorp Financial Group, Wheeler Retirement Plans, First National Trust Company and Minnesota Life Insurance Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.