Filings through .
Standard Financial Group
Matched across 15 name variants in the filings
Standard Financial Group summary
Standard Financial Group appears on 27 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.2B in assets for 24,867 participants. The median client plan holds $13.4M. Most client plans are sponsored in CA, MN and OR. The largest clients by plan assets are Board of Trustees, Cascade Pension Trust Money, BD of Trustees, Northwest Sheet Metal Workers Supp Pension Plan and A.N. Deringer, Inc.. Plans reported $1.2M in direct and indirect compensation paid to Standard Financial Group. The median is $27K per plan.
- Participants
- 24,867
- Median plan assets
- $13.4M
- Median plan participants
- 214
- Median fees per plan
- $27K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- ORParticipants 5,086
- ORParticipants 10,807
- A.N. Deringer, Inc.$72.6MVTParticipants 635
- ILParticipants 119
- Trusted Fraternal Life$26.3MWIParticipants 164
- OHParticipants 486
- MNParticipants 166
- MAParticipants 286
- Hansen-Rice, Inc.$17.1MIDParticipants 180
- Dawson Construction, LLC$17.0MWAParticipants 326
- CFSC Shared Services LLC$15.6MNCParticipants 584
- King Steel Corporation$15.6MMIParticipants 151
- Abbyland Foods, Inc.$15.1MWIParticipants 1,127
- CAParticipants 793
- CAParticipants 173
- AZParticipants 253
- Terrible Herbst, Inc.$10.2MNVParticipants 1,914
- COParticipants 184
- Horizon Nut, LLC$5.7MCAParticipants 214
- CAParticipants 165
- MOParticipants 125
- LAParticipants 625
- TNParticipants 4
- XL Industries$155KCAParticipants 300
- VTParticipants 0
Top client states
- CA5 plans
- MN2 plans
- OR2 plans
- TN2 plans
- VT2 plans
Frequently asked questions
- Who uses Standard Financial Group?
- 27 retirement plans list Standard Financial Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees, Cascade Pension Trust Money, BD of Trustees, Northwest Sheet Metal Workers Supp Pension Plan, A.N. Deringer, Inc., Healthcare Financial Management Association and Trusted Fraternal Life. Most client plans are sponsored in CA, MN and OR.
- How many plans does Standard Financial Group serve?
- Standard Financial Group serves 27 retirement plans with $1.2B in plan assets and 24,867 participants, based on the latest Form 5500 filings through 2024.
- What does Standard Financial Group charge?
- Plans reported $1.2M in total Schedule C compensation paid to Standard Financial Group. The median plan paid $27K. 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 Standard Financial Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 6 |
| StanCorp (Meiji Yasuda) | 3 |
| JPMorgan | 2 |
| Dimensional | 2 |
| Principal | 1 |
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.