Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Stancorp Financial Group
Most often reported for recordkeeping and administration
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 1,249 retirement plans with 100 or more participants reported paying Stancorp Financial Group $5,000 or more. Those plans cover 864,078 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $85.4M. Per plan, the median was $128 per participant, with the middle half of plans between $73.72 and $205. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (144), Texas (104) and Minnesota (96).
In 2009 it appeared on 946 such filings; in 2024, 1,251 (up 32%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $73.72 | $128 | $205 |
| Compensation as a share of plan net assets | 0.18% | 0.32% | 0.50% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Team Public Choices 401(k) Plan | Team Public Choices, LLC | CA | 86,462 | $37.0M | $124K |
| West Valley Staffing Group 401(k) Plan | West Valley Engineering, Inc. | CA | 28,008 | $7.0M | $27K |
| Creative Solutions in Healthcare 401(k) Plan | Creative Solutions in Healthcare | TX | 22,700 | $27.6M | $306K |
| Berry Global Employees 401(k) Retirement Plan | Berry Global, Inc. | IN | 20,171 | $1.10B | $809K |
| SHC Services, Inc. 401(k) Plan | SHC Services, Inc. | UT | 11,865 | $97.8M | $209K |
| Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan | Caribou Coffee Company, Inc. | MN | 7,729 | $46.3M | $198K |
| Compass Health, Inc. 401(k) Plan | Compass Health, Inc. | MO | 6,011 | $212M | $779K |
| The Standard 401(k) Plan | Standard Insurance Company | OR | 5,856 | $1.33B | $178K |
| Michael Baker International 401(k) Plan | Michael Baker International Holdco Corporation | PA | 5,699 | $933M | $552K |
| Eym Group, Inc. 401(k) Retirement Savings Plan | Eym Group, Inc. | TX | 5,579 | $2.5M | $33K |
| 4M Building Solutions Retirement Savings Plan | 4M Building Solutions, Inc. | MO | 5,500 | $5.7M | $37K |
| Summit Companies 401(k) Profit Sharing Plan | SFP Holding, Inc. | MN | 5,289 | $166M | $560K |
| Mazda Toyota Manufacturing, U. S. a. 401(k) Plan | Mazda Toyota Manufacturing, U.S.A. Inc. | AL | 5,246 | $102M | $258K |
| Benihana 401(k) Plan | Benihana National Corp. | FL | 5,077 | $26.8M | $372K |
| Cascade Pension Trust Money Purchase Pension Plan | Board of Trustees, Cascade Pension Trust Money | OR | 4,890 | $425M | $40K |
| Motion Recruitment Partners, LLC 401(k) Plan | Motion Recruitment Partners, LLC | MA | 4,681 | $127M | $293K |
| The Jackson Companies 401(k) Profit Sharing Plan | Jacksons Food Stores, Inc. | ID | 4,453 | $50.7M | $112K |
| Noodles & Company 401(k) Plan | Noodles & Company | CO | 4,240 | $25.5M | $148K |
| Dutch Bros 401(k) Plan | Dutch Mafia, LLC | OR | 4,161 | $29.3M | $188K |
| WRP Conglomerate Retirement Savings Plan | Standard Retirement Services, Inc. | OR | 3,941 | $139M | $451K |
| Retireready 401(k) Plan | Standard Retirement Services, Inc. | OR | 3,890 | $40.8M | $90K |
| Management Health Systems, LLC 401(k) Plan | Management Health Systems, LLC | FL | 3,838 | $21.5M | $80K |
| Retirement Savings Plan of O. K. Foods, Inc. | O.K. Foods, Inc. | AR | 3,742 | $42.4M | $176K |
| Cafe Rio, Inc. 401(k) Plan | Cafe Rio, Inc. | UT | 3,674 | $16.7M | $68K |
| Ima Wealth Pooled Employer Plan | Standard Retirement Services, Inc. | OR | 3,660 | $34.7M | $111K |
| Tacala, LLC 401(k) Retirement Savings Plan | Tacala, LLC | AL | 3,611 | $19.2M | $173K |
| Progressive Planning - a 401(k) Retirement Plan | Frontier Management, LLC | TX | 3,598 | $13.7M | $88K |
| GHD Inc. 401(k) Employees' Savings Plan | GHD Inc. | CA | 3,489 | $477M | $63K |
| Discovery Behavioral Health 401(k) Plan | Discovery Practice Management, Inc. | CA | 3,453 | $38.1M | $169K |
| The Hopco 401(k) Plan | Center for Orthopedic Research and Excellence, Inc. | AZ | 3,283 | $97.1M | $385K |
| Poet 401(k) Plan | Poet Biorefining LLC | SD | 3,126 | $266M | $144K |
| Walser Automotive Group, LLC Savings and Investment Plan | Walser Automotive Group, LLC | MN | 3,097 | $90.1M | $213K |
| Aegis Senior Communities, LLC 401(k) Plan | Aegis Senior Communities, LLC | WA | 3,059 | $21.4M | $67K |
| Wellthbuilder Pooled Employer Plan | Standard Retirement Services, Inc. | OR | 3,024 | $47.8M | $207K |
| FNB Retirement Success Pooled Employer Plan | Standard Retirement Services, Inc. | OR | 3,005 | $79.0M | $308K |
| Messiah University Defined Contribution Retirement Plan | Messiah University | PA | 2,941 | $176M | $270K |
| Columbia Hospitality 401(k) Plan | Columbia Hospitality, Inc. | WA | 2,862 | $43.8M | $188K |
| Exos Retirement Plan | Exos | AZ | 2,851 | $49.5M | $151K |
| Grace Management 401(k) Plan | Grace Management, Inc. | MN | 2,845 | $10.5M | $120K |
| Maurices Incorporated 401(k) Savings Plan | Maurices, Inc. | MN | 2,822 | $52.0M | $113K |
Questions and answers
How many plans does Stancorp Financial Group serve?
1,249 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Stancorp Financial Group?
The median plan reported $128 per participant in direct and indirect compensation (1,244 plans reporting an amount), or 0.32% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Recordkeeping and information management (1,238 plans), Custodial (other than securities) (1,227 plans), Claims processing (1,217 plans) and Custodial (securities) (236 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.