401(k) · DOL Form 5500 · 2022

Sudler and Company, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
113
Participants Small participant base
61st
Percentile by assets National rank
$73,379
Avg per participant Below avg balance/head
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Official DOL plan name: Sbg Employee 401(k) Plan and Trust · Sponsored by Sudler and Company, Inc. · Illinois · Real Estate

$8M in assets, 113 participants

Sudler and Company, Inc.'s Sbg Employee 401(k) Plan and Trust reported $8M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,890 in Real Estate (5,057 peers)

Coverage in Illinois

Sbg Employee 401(k) Plan and Trust covers 113 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $8M.

#3,890
in Real Estate (5,057 peers)
-18.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sbg Employee 401(k) Plan and Trust's mid-pack asset rank among Real Estate and all filers

Sbg Employee 401(k) Plan and Trust vs every filed plan by assets

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

$8,291,878 Top 39% higher than 61% 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

Sbg Employee 401(k) Plan and Trust 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. Sbg Employee 401(k) Plan and Trust sits mid-pack in the medium band (113 participants).

Plan-year Form 5500 strip

Filing strip 363831901 · Sudler and Company, Inc. PY 2022 · 401(k)

Sbg Employee 401(k) Plan and Trust · $8M · 113 · 61st

  • IND $8M
  • EOY 113
  • 5500 61st
  • ASSETS 401(k)
  • PCT near National Inventors Hall of Fame, Inc. 401(k) Plan
  • EIN ind #3890

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 Real Estate retirement plans → · Plans in Illinois →

Sbg Employee 401(k) Plan and Trust in the asset neighbourhood

Sbg Employee 401(k) Plan and TrustSbg Employee 401(k) Plan and…$8MNational Inventors Hall of Fame, Inc. 401(k) PlanNational Inventors Hall of F…$8MDecron Properties Corp. 401(k) PlanDecron Properties Corp. 401(…$8MShremshock Companies 401(k) PlanShremshock Companies 401(k) …$8MSingapore Airlines 401(k) PlanSingapore Airlines 401(k) Pl…$8M
End-of-year total assets ($M) among Sbg Employee 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN363831901
Plan Effective Date1992-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Sudler and Company, Inc.)

Sponsor-wide plan assets over time

All Sudler and Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 43.63001964090644% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.29M $11.9M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 113 $8M
2023 1 130 $10M
2024 1 131 $12M

Nearby 401(k) Plans in Illinois

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

Sbg Employee 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sbg Employee 401(k) Plan and Trust, Total assets ($B): 0.008291878 · Participants: 113Sbg Employee 401(k) Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Sbg Employee 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sbg Employee 401(k) Plan and Trust side-by-side with 3 peers →

Sbg Employee 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is National Inventors Hall of Fame, Inc. 401(k) Plan in OH ($8M); by covered participants it is Suncrest Bank 401(k) Profit Share Plan Trust in CA (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Sbg Employee 401(k) Plan and Trust assets move in 2022? ▼
Sbg Employee 401(k) Plan and Trust declined sharply - down 18.7% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Sudler and Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sudler and Company, Inc.'s sponsor-wide assets grew 43.6%, from $8M to $12M.
Which 401(k) plans are similar in size to Sbg Employee 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is National Inventors Hall of Fame, Inc. 401(k) Plan in OH ($8M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Sbg Employee 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Suncrest Bank 401(k) Profit Share Plan Trust in CA (113 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 363831901.

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.