401(k) · DOL Form 5500 · 2022

Sbm Management Services, LP 401(k) Plan

Data updated 2026-08-11

$28M
Total assets
4,670
Participants
82nd
Percentile by assets
$5,958
Avg per participant
PlainRetire home → About this data

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.

  • 82nd percentile by assets (of 139,126 plans)
  • #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.

$28M
total plan assets (2022 EOY)
4,670
covered participants
82nd
percentile by assets (of 139,126 plans)
$5,958
avg assets per participant

Where Sbm Management Services, LP 401(k) Savings Plan sits 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 $2,010,000,000 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

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Sbm Management Services, LP 401(k) Savings Plan reports 4,670 participants - 7.4x that state average ($28M EOY assets).

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)

$20M$30M$40M$50M$60M 202220232024 $27.8M $51.4M ▲ +84.7%
Total plan assets by year, all Sbm Management Services, LP plans on file
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

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 Servi…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Sbm Management Services, LP 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sbm Management Services, LP 401(k) Savings Plan by total assets, not by location.

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).

Next read for Sbm Management Services, LP 401(k) Savin…

Filing takeaways

Ways to act on Sbm Management Services, LP 401(k) Savings Plan's numbers.