401(k) · DOL Form 5500 · 2022

Stockbridge Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
128
Participants Small participant base
86th
Percentile by assets National rank
$297,897
Avg per participant High balance/head
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Official DOL plan name: Stockbridge Employee Savings & Investment Plan · Sponsored by Stockbridge Capital Group, LLC · California · Professional & Technical Services

$38M in assets, 128 participants

Stockbridge Capital Group, LLC's Stockbridge Employee Savings & Investment Plan reported $38M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,629 in Professional & Technical Services (21,562 peers)

Coverage in California

Stockbridge Employee Savings & Investment Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $38M.

#18,629
in Professional & Technical Services (21,562 peers)
-16.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stockbridge Employee Savings & Investment Plan's outsized position by total assets

Stockbridge Employee Savings & Investment Plan vs every filed plan by assets

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

$38,130,870 Top 14% higher than 86% 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

Stockbridge Employee Savings & Investment 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. Stockbridge Employee Savings & Investment Plan sits mid-pack in the medium band (128 participants).

Published 5500 schedule card

Filing strip 421558275 · Stockbridge Capital Group, LLC PY 2022 · 401(k)

Stockbridge Employee Savings & Investment Plan · $38M · 128 · 86th

  • PCT $38M
  • PCT 128
  • PCT 86th
  • PCT 401(k)
  • PCT near Bank of Washington Profit Sharing Plan and Trust
  • PCT ind #18629

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 Professional & Technical Services retirement plans → · Plans in California →

Stockbridge Employee Savings & Investment Plan in the asset neighbourhood

Campbell, Conroy & O'neil Professional Corporation 401(k) PlanCampbell, Conroy & O'neil Pr…$38MMassmutual Ascend 401(k) Plan$38MStockbridge Employee Savings & Investment PlanStockbridge Employee Savings…$38MBank of Washington Profit Sharing Plan and TrustBank of Washington Profit Sh…$38MDakkota Integrated Systems 401(k) PlanDakkota Integrated Systems 4…$38M
End-of-year total assets ($M) among Stockbridge Employee Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$38M
Net Income-$7M
Employer EIN421558275
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stockbridge Capital Group, LLC)

Sponsor-wide plan assets over time

All Stockbridge Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 48.846706094038765% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.1M $56.8M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 128 $38M
2023 1 151 $46M
2024 1 156 $57M

Nearby 401(k) Plans in California

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

Stockbridge Employee Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stockbridge Employee Savings & Investment Plan, Total assets ($B): 0.03813087 · Participants: 128Stockbridge Employee Savings & Investment 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
Stockbridge Employee Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stockbridge Employee Savings & Investment Plan side-by-side with 3 peers →

Stockbridge Employee Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bank of Washington Profit Sharing Plan and Trust in MO ($38M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Stockbridge Employee Savings & Investment Plan assets move in 2022? ▼
Stockbridge Employee Savings & Investment Plan declined sharply - down 16.0% during 2022, from $45M to $38M. Reported net income was -$7M.
How have Stockbridge Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stockbridge Capital Group, LLC's sponsor-wide assets grew 48.8%, from $38M to $57M.
Where does Stockbridge Employee Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Stockbridge Employee Savings & Investment Plan ranks in the 86th 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 Stockbridge Employee Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of Washington Profit Sharing Plan and Trust in MO ($38M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Stockbridge Employee Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 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 421558275.

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.