401(k) · DOL Form 5500 · 2022

The Santa Barbara Independent, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
42nd
Percentile by assets National rank
$132,535
Avg per participant Near avg balance/head
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Official DOL plan name: The Santa Barbara Independent, Inc. 401(k) Plan · Sponsored by The Santa Barbara Independent, Inc. · California · Information & Media

$3M in assets, 24 participants

The Santa Barbara Independent, Inc.'s The Santa Barbara Independent, Inc. 401(k) Plan reported $3M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #753 in Information & Media (2,911 peers)

The Santa Barbara Independent, Inc. multi-year trail

The Santa Barbara Independent, Inc.'s plans moved +27.0% in assets from 2022 to 2024; this filing shows The Santa Barbara Independent, Inc. 401(k) Plan at $3M / 24 participants.

#753
in Information & Media (2,911 peers)
-11.8%
assets change YoY

The plan reported a net loss of $425K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Santa Barbara Independent, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

The Santa Barbara Independent, Inc. 401(k) Plan vs every filed plan by assets

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

$3,180,843 42nd percentile higher than 42% 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

The Santa Barbara Independent, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Santa Barbara Independent, Inc. 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 770132712 · The Santa Barbara Independent, Inc. PY 2022 · 401(k)

The Santa Barbara Independent, Inc. 401(k) Plan · $3M · 24 · 42nd

  • SCH $3M
  • SCH 24
  • SCH 42nd
  • SCH 401(k)
  • SCH near Budget Maintenance Inc 401(k) Plan
  • SCH ind #753

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 Information & Media retirement plans → · Plans in California →

The Santa Barbara Independent, Inc. 401(k) Plan in the asset neighbourhood

The Santa Barbara Independent, Inc. 401(k) PlanThe Santa Barbara Independen…$3MBudget Maintenance Inc 401(k) PlanBudget Maintenance Inc 401(k…$3MMahoning Valley Dental Service, Inc. 401(k) PlanMahoning Valley Dental Servi…$3MYouth Continuum, Inc. Section 401(k) Profit Sharing PlanYouth Continuum, Inc. Sectio…$3MWhistlepig Goamericago Beverag 401(k) Profit Sharing Plan & TrustWhistlepig Goamericago Bever…$3M
End-of-year total assets ($M) among The Santa Barbara Independent, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Santa Barbara Independent, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Santa Barbara Independent, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.047263885705767% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.18M $4.04M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 24 $3M
2023 1 20 $4M
2024 1 23 $4M

The Santa Barbara Independent, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$425K
Employer EIN770132712
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Santa Barbara Independent, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Santa Barbara Independent, Inc. 401(k) Plan, Total assets ($B): 0.003180843 · Participants: 24The Santa Barbara Independent, Inc. 401(k) 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
The Santa Barbara Independent, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

The Santa Barbara Independent, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Budget Maintenance Inc 401(k) Plan in PA ($3M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.

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 The Santa Barbara Independent, Inc. 401(k) Plan assets move in 2022?
The Santa Barbara Independent, Inc. 401(k) Plan pulled back noticeably - down 11.8% during 2022, from $4M to $3M. Reported net income was -$425K.
How have The Santa Barbara Independent, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Santa Barbara Independent, Inc.'s sponsor-wide assets grew 27.0%, from $3M to $4M.
Which 401(k) plans are similar in size to The Santa Barbara Independent, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Budget Maintenance Inc 401(k) Plan in PA ($3M, 177 participants).
Which 401(k) plans cover a similar participant headcount to The Santa Barbara Independent, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Storybook Homes, LLC 401(k) Plan in NV (24 participants, N/A in assets).