401(k) · DOL Form 5500 · 2022

Svb Securities LLC 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
349
Participants Below avg headcount
89th
Percentile by assets National rank
$165,929
Avg per participant Above avg balance/head
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Official DOL plan name: Svb Securities 401(k) Plan · Sponsored by Svb Securities LLC · Massachusetts · Finance & Insurance

$58M in assets, 349 participants

Svb Securities LLC's Svb Securities 401(k) Plan reported $58M in total assets and 349 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,648 in Finance & Insurance (9,261 peers)

Where Svb Securities 401(k) Plan sits by assets

Svb Securities 401(k) Plan sits in the top quartile of all filed plans by assets, $58M for 349 participants (~$165,929/participant), up 3.5% in 2022.

#7,648
in Finance & Insurance (9,261 peers)
+3.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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.

Svb Securities 401(k) Plan's outsized position by total assets

Svb Securities 401(k) Plan vs every filed plan by assets

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

$57,909,106 Top 11% higher than 89% 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

Svb Securities 401(k) Plan 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. Svb Securities 401(k) Plan sits mid-pack in the medium band (349 participants).

DOL schedule card

Filing strip 421738148 · Svb Securities LLC PY 2022 · 401(k)

Svb Securities 401(k) Plan · $58M · 349 · 89th

  • IND $58M
  • IND 349
  • IND 89th
  • IND 401(k)
  • IND near Birdsong Corporation 401(k) Matching & Profit Sharing Contribution Plan
  • IND ind #7648

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Svb Securities 401(k) Plan in the asset neighbourhood

Cook's Pest Control, Inc. Employee Capital Accumulation PlanCook's Pest Control, Inc. Em…$58MNature's Sunshine Products, Inc. Tax Deferred Retirement PlanNature's Sunshine Products, …$58MCarl Zeiss Vision Inc. 401(k) PlanCarl Zeiss Vision Inc. 401(k…$58MSvb Securities 401(k) Plan$58MBirdsong Corporation 401(k) Matching & Profit Sharing Contribution PlanBirdsong Corporation 401(k) …$58M
End-of-year total assets ($M) among Svb Securities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$58M
Net Income-$2M
Employer EIN421738148
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Svb Securities LLC)

Sponsor-wide plan assets over time

All Svb Securities LLC plans reported in each filing year

Latest sponsor-wide plan assets
$76M 31.40523184730222% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.9M $76.1M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 349 $58M
2023 1 469 $67M
2024 1 333 $76M

Nearby 401(k) Plans in Massachusetts

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

Svb Securities 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Svb Securities 401(k) Plan, Total assets ($B): 0.057909106 · Participants: 349Svb Securities 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Svb Securities 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Svb Securities 401(k) Plan side-by-side with 3 peers →

Svb Securities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Birdsong Corporation 401(k) Matching & Profit Sharing Contribution Plan in VA ($58M); by covered participants it is K Post Company 401(k) in TX (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Svb Securities 401(k) Plan assets move in 2022? ▼
Svb Securities 401(k) Plan edged up modestly - up 3.5% during 2022, from $56M to $58M. Reported net income was -$2M.
How have Svb Securities LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Svb Securities LLC's sponsor-wide assets grew 31.4%, from $58M to $76M.
Where does Svb Securities 401(k) Plan rank by assets among Form 5500 filers? ▼
Svb Securities 401(k) Plan ranks in the 89th 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 Svb Securities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Birdsong Corporation 401(k) Matching & Profit Sharing Contribution Plan in VA ($58M, 774 participants).
Which 401(k) plans cover a similar participant headcount to Svb Securities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is K Post Company 401(k) in TX (349 participants, $6M 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 421738148.

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.