Defined Benefit (Pension) · DOL Form 5500 · 2022
Sb Advisors, LLC Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $552,945
- Avg per participant High balance/head
Official DOL plan name: Sb Advisors, LLC Defined Benefit Plan · Sponsored by Sb Advisors, LLC · California · Finance & Insurance
$1M in assets, 2 participants
Sb Advisors, LLC's Sb Advisors, LLC Defined Benefit Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #1,593 in Finance & Insurance (9,261 peers)
Sb Advisors, LLC multi-year trail
Sb Advisors, LLC's plans moved +108.4% in assets from 2022 to 2024; this filing shows Sb Advisors, LLC Defined Benefit Plan at $1M / 2 participants.
- #1,593
- in Finance & Insurance (9,261 peers)
- +16.4%
- assets growth YoY
Sb Advisors, LLC Defined Benefit Plan among the smaller filed plans by assets
Sb Advisors, LLC Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,105,889 26th percentile higher than 26% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sb Advisors, LLC Defined Benefit Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sb Advisors, LLC Defined Benefit Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 851192215 · Sb Advisors, LLC PY 2022 · Defined Benefit (Pension)
Sb Advisors, LLC Defined Benefit Plan · $1M · 2 · 26th
- EIN $1M
- EIN 2
- EIN 26th
- EIN Defined Benefit (Pension)
- EIN near Ege, LLC
- EIN ind #1593
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 California →
Sb Advisors, LLC Defined Benefit Plan in the asset neighbourhood
Sb Advisors, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Sb Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 108.39071552389072% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
Sb Advisors, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $950K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $156K |
| Employer EIN | 851192215 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Sb Advisors, LLC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ege, LLC in VA ($1M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.