Filings through .
Stancorp Financial Group
Matched across 42 name variants in the filings
Stancorp Financial Group summary
Stancorp Financial Group appears on 1,334 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $38.5B in assets for 926,353 participants. The median client plan holds $15.7M. Most client plans are sponsored in CA, TX and MN. The largest clients by plan assets are Standard Insurance Company, Berry Global, Inc. and GHD Inc.. Plans reported $86.6M in direct and indirect compensation paid to Stancorp Financial Group. The median is $46K per plan.
- Participants
- 926,353
- Median plan assets
- $15.7M
- Median plan participants
- 309
- Median fees per plan
- $46K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Standard Insurance Company | OR | $1.6B | 6,835 |
| Berry Global, Inc. | IN | $1.1B | 14,582 |
| GHD Inc. | CA | $539M | 3,532 |
| Awc, Inc. | LA | $512M | 927 |
| Poet Holding Company, LLC | SD | $317M | 3,290 |
| First Tech Federal Credit Union | OR | $308M | 2,394 |
| Safety National Casualty Corporation | MO | $288M | 1,038 |
| Compass Health, Inc. | MO | $268M | 6,328 |
| SFP Holding, Inc. | MN | $222M | 5,721 |
| El Rio Santa Cruz Neighborhood Health Center, Inc. | AZ | $212M | 2,572 |
| Tillamook County Creamery Association | OR | $196M | 1,467 |
| Aids Healthcare Foundation | CA | $195M | 3,905 |
| Treasure Holdco, Inc. | NC | $193M | 1,702 |
| Chemtrade Logistics, U.S. Inc. | - | $189M | 1,188 |
| Messiah University | PA | $185M | 2,676 |
| Management Science Associates, Inc. | PA | $183M | 777 |
| Okland Management Corporation | UT | $177M | 1,499 |
| Miller Nash LLP | OR | $174M | 476 |
| Joy Cone Co. | PA | $173M | 1,467 |
| University of Wisconsin Credit Union | WI | $169M | 1,197 |
| Blandin Paper Company | IL | $164M | 542 |
| Standard Retirement Services, Inc., plan 100 | OR | $163M | 4,138 |
| Mazda Toyota Manufacturing, U.S.A. Inc. | AL | $151M | 5,243 |
| Consulting Radiologists, Ltd. | MN | $151M | 253 |
| Standard Retirement Services, Inc., plan 108 | OR | $148M | 12,188 |
- ORParticipants 6,835
- Berry Global, Inc.$1.1BINParticipants 14,582
- GHD Inc.$539MCAParticipants 3,532
- Awc, Inc.$512MLAParticipants 927
- SDParticipants 3,290
- ORParticipants 2,394
- MOParticipants 1,038
- Compass Health, Inc.$268MMOParticipants 6,328
- SFP Holding, Inc.$222MMNParticipants 5,721
- AZParticipants 2,572
- ORParticipants 1,467
- CAParticipants 3,905
- NCParticipants 1,702
- -Participants 1,188
- Messiah University$185MPAParticipants 2,676
- PAParticipants 777
- UTParticipants 1,499
- Miller Nash LLP$174MORParticipants 476
- Joy Cone Co.$173MPAParticipants 1,467
- WIParticipants 1,197
- ILParticipants 542
- ORParticipants 4,138
- ALParticipants 5,243
- MNParticipants 253
- ORParticipants 12,188
Top client states
- CA164 plans
- TX113 plans
- MN104 plans
- OR87 plans
- OH68 plans
Frequently asked questions
- Who uses Stancorp Financial Group?
- 1,334 retirement plans list Stancorp Financial Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Standard Insurance Company, Berry Global, Inc., GHD Inc., Awc, Inc. and Poet Holding Company, LLC. Most client plans are sponsored in CA, TX and MN.
- How many plans does Stancorp Financial Group serve?
- Stancorp Financial Group serves 1,334 retirement plans with $38.5B in plan assets and 926,353 participants, based on the latest Form 5500 filings through 2024.
- What does Stancorp Financial Group charge?
- Plans reported $86.6M in total Schedule C compensation paid to Stancorp Financial Group. The median plan paid $46K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Stancorp Financial Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 16 |
| JPMorgan | 16 |
| Securian | 14 |
| Fidelity (FMR) | 13 |
| Franklin Templeton | 11 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.