401(k) · DOL Form 5500 · 2022

Sb Financial Group 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
236
Participants Below avg headcount
83rd
Percentile by assets National rank
$133,529
Avg per participant Near avg balance/head
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Official DOL plan name: Sb Financial Group 401(k) · Sponsored by Sb Financial Group · Ohio · Finance & Insurance

$32M in assets, 236 participants

Sb Financial Group's Sb Financial Group 401(k) reported $32M in total assets and 236 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,777 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Sb Financial Group 401(k) covers 236 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $32M.

#6,777
in Finance & Insurance (9,261 peers)
-17.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sb Financial Group 401(k)'s outsized position by total assets

Sb Financial Group 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,512,955 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Sb Financial Group 401(k) among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sb Financial Group 401(k) sits mid-pack in the medium band (236 participants).

DOL schedule card

Filing strip 341395608 · Sb Financial Group PY 2022 · 401(k)

Sb Financial Group 401(k) · $32M · 236 · 83rd

  • TYPE $32M
  • TYPE 236
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near Process Displays, LLC 401(k) Plan
  • TYPE ind #6777

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 Finance & Insurance retirement plans → · Plans in Ohio →

Sb Financial Group 401(k) in the asset neighbourhood

Western Electricity Coordinating Council 401(k) PlanWestern Electricity Coordina…$32MSb Financial Group 401(k)$32MProcess Displays, LLC 401(k) PlanProcess Displays, LLC 401(k)…$32MMetal-Fab Inc. Employees Retirement PlanMetal-Fab Inc. Employees Ret…$32MHealey Brothers, Inc. 401(k) PlanHealey Brothers, Inc. 401(k)…$32M
End-of-year total assets ($M) among Sb Financial Group 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$32M
Net Income-$7M
Employer EIN341395608
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sb Financial Group)

Sponsor-wide plan assets over time

All Sb Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$43M 14.926117248605527% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $37.8M $43.5M ▲ +14.9%
Year Plans Participants Total Assets
2022 2 501 $38M
2023 2 526 $37M
2024 2 491 $43M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sb Financial Group 401(k) vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Sb Financial Group 401(k), Total assets ($B): 0.031512955 · Participants: 236Sb Financial Group 401(k)The Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Sb Financial Group 401(k) vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sb Financial Group 401(k) side-by-side with 3 peers →

Sb Financial Group 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Process Displays, LLC 401(k) Plan in MN ($32M); by covered participants it is Kamps Propane, Inc./Kiva Energy, Inc./Services Group, Inc. 401(k) Profit Sharing Plan in CA (236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sb Financial Group 401(k) assets move in 2022? ▼
Sb Financial Group 401(k) declined sharply - down 17.3% during 2022, from $38M to $32M. Reported net income was -$7M.
How have Sb Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sb Financial Group's sponsor-wide assets grew 14.9%, from $38M to $43M.
Where does Sb Financial Group 401(k) rank by assets among Form 5500 filers? ▼
Sb Financial Group 401(k) ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sb Financial Group 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Process Displays, LLC 401(k) Plan in MN ($32M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Sb Financial Group 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Kamps Propane, Inc./Kiva Energy, Inc./Services Group, Inc. 401(k) Profit Sharing Plan in CA (236 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341395608.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.