401(k) · DOL Form 5500 · 2022

Sbm Management Services, LP 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
4,670
Participants Above avg headcount
82nd
Percentile by assets National rank
$5,958
Avg per participant Low balance/head
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Official DOL plan name: Sbm Management Services, LP 401(k) Savings Plan · Sponsored by Sbm Management Services, LP · California · Administrative & Support Services

$28M in assets, 4,670 participants

Sbm Management Services, LP's Sbm Management Services, LP 401(k) Savings Plan reported $28M in total assets and 4,670 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,512 in Administrative & Support Services (4,927 peers)

Coverage in California

Sbm Management Services, LP 401(k) Savings Plan covers 4,670 participants in California, 7.4x the typical California plan (state average ~630 per filing). Assets: $28M.

#4,512
in Administrative & Support Services (4,927 peers)
+1.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sbm Management Services, LP 401(k) Savings Plan's outsized position by total assets

Sbm Management Services, LP 401(k) Savings Plan vs every filed plan by assets

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

$27,824,440 Top 18% higher than 82% 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

Sbm Management Services, LP 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbm Management Services, LP 401(k) Savings Plan lands in the large band (4,670 participants).

Form 5500 schedule snapshot

Filing strip 261375586 · Sbm Management Services, LP PY 2022 · 401(k)

Sbm Management Services, LP 401(k) Savings Plan · $28M · 4,670 · 82nd

  • TYPE $28M
  • NET 4,670
  • BOOK 82nd
  • VS-ST 401(k)
  • BOY near Fde 401(k)
  • SCH ind #4512

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 Administrative & Support Services retirement plans → · Plans in California →

Sbm Management Services, LP 401(k) Savings Plan in the asset neighbourhood

Constellation, Inc. 401(k) PlanConstellation, Inc. 401(k) P…$28MSbm Management Services, LP 401(k) Savings PlanSbm Management Services, LP …$28MFde 401(k)$28MCredit Human Federal Credit Union 401(k) PlanCredit Human Federal Credit …$28MEast West Resorts, LLC Savings and Retirement PlanEast West Resorts, LLC Savin…$28M
End-of-year total assets ($M) among Sbm Management Services, LP 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$28M
Net Income$288K
Employer EIN261375586
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbm Management Services, LP)

Sponsor-wide plan assets over time

All Sbm Management Services, LP plans reported in each filing year

Latest sponsor-wide plan assets
$51M 84.61797254500001% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.8M $51.4M ▲ +84.7%
Year Plans Participants Total Assets
2022 1 4,670 $28M
2023 1 5,146 $40M
2024 1 7,186 $51M

Nearby 401(k) Plans in California

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

Sbm Management Services, LP 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sbm Management Services, LP 401(k) Savings Plan, Total assets ($B): 0.02782444 · Participants: 4670Sbm Management Services, LP 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Sbm Management Services, LP 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sbm Management Services, LP 401(k) Savings Plan side-by-side with 3 peers →

Sbm Management Services, LP 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fde 401(k) in MD ($28M); by covered participants it is Atmos Energy Corporation Retirement Savings Plan and Trust in TX (4,670 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,670 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 Sbm Management Services, LP 401(k) Savings Plan assets move in 2022? ▼
Sbm Management Services, LP 401(k) Savings Plan edged up modestly - up 1.0% during 2022, from $28M to $28M. Reported net income was $288K.
How have Sbm Management Services, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sbm Management Services, LP's sponsor-wide assets grew 84.6%, from $28M to $51M.
Where does Sbm Management Services, LP 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Sbm Management Services, LP 401(k) Savings Plan ranks in the 82nd 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 Sbm Management Services, LP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fde 401(k) in MD ($28M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Sbm Management Services, LP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atmos Energy Corporation Retirement Savings Plan and Trust in TX (4,670 participants, $931M 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 261375586.

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.