401(k)
2022 plan-year 401(k) DOL Form 5500

Santa Barbara Auto Group 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sb Automotive, Lllp Dba Santa Barbara Auto Group · California · Retail Trade

What the 2023 filing shows

Santa Barbara Auto Group 401(k) Plan holds $7M for 201 participants — about $36,586 per participant, down 12.8% over the 2022 plan year.

$7M
total plan assets (2022 EOY)
201
covered participants
$36,586
avg assets per participant
-12.8%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$7M
Participants
201
State
Industry
Retail Trade

What the Filing Says About Santa Barbara Auto Group 401(k) Plan

Santa Barbara Auto Group 401(k) Plan is a 401(k) retirement plan sponsored by Sb Automotive, Lllp Dba Santa Barbara Auto Group, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 201 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 200772500, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2022 to $7M at year-end — a decline of 12.8%. Net assets (after liabilities) closed the year at $7M, with reported net income of $-1,079,490 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$-1,079,490
Plan Type401(k)
Employer EIN200772500
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sb Automotive, Lllp Dba Santa Barbara Auto Group)

Year Plans Participants Total Assets
2022 1 201 $7M
2023 1 187 $9M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Santa Barbara Auto Group 401(k) Plan?
As of the 2022 Form 5500 filing, Santa Barbara Auto Group 401(k) Plan holds $7M in total assets with 201 participants. It is sponsored by Sb Automotive, Lllp Dba Santa Barbara Auto Group.
What type of plan is Santa Barbara Auto Group 401(k) Plan?
Santa Barbara Auto Group 401(k) Plan is a 401(k) plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 200772500.
Who sponsors the Santa Barbara Auto Group 401(k) Plan?
Santa Barbara Auto Group 401(k) Plan is sponsored by Sb Automotive, Lllp Dba Santa Barbara Auto Group, located in California. The sponsor's EIN is 200772500 and the plan operates in the Retail Trade industry.
How did Santa Barbara Auto Group 401(k) Plan perform in 2022?
Santa Barbara Auto Group 401(k) Plan declined by 12.8% during 2022, moving from $8M to $7M in total assets. Net income was $-1,079,490.
Where can I find official filings for Santa Barbara Auto Group 401(k) Plan?
Official Form 5500 filings for Santa Barbara Auto Group 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 200772500 or plan name at efast.dol.gov.
How does Santa Barbara Auto Group 401(k) Plan compare to other plans?
You can compare Santa Barbara Auto Group 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 200772500.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.