401(k) · DOL Form 5500 · 2022

Sbk Capital, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,672
Participants Near avg headcount
63rd
Percentile by assets National rank
$5,428
Avg per participant Low balance/head
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Official DOL plan name: Sbk Capital, LLC 401(k) Plan · Sponsored by Sbk Capital, LLC · Florida · Healthcare & Social Assistance

$9M in assets, 1,672 participants

Sbk Capital, LLC's Sbk Capital, LLC 401(k) Plan reported $9M in total assets and 1,672 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,745 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Sbk Capital, LLC 401(k) Plan covers 1,672 participants in Florida, 2.7x the typical Florida plan (state average ~628 per filing). Assets: $9M.

#13,745
in Healthcare & Social Assistance (20,060 peers)
-14.2%
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.

Sbk Capital, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sbk Capital, LLC 401(k) Plan vs every filed plan by assets

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

$9,074,857 Top 37% higher than 63% 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

Sbk Capital, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbk Capital, LLC 401(k) Plan lands in the large band (1,672 participants).

Form 5500 schedule snapshot

Filing strip 582551326 · Sbk Capital, LLC PY 2022 · 401(k)

Sbk Capital, LLC 401(k) Plan · $9M · 1,672 · 63rd

  • 5500 $9M
  • ASSETS 1,672
  • PCT 63rd
  • EIN 401(k)
  • RANK near Thompson Truck & Trailer, LLC 401(k) Retirement Plan
  • PHOTO ind #13745

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Sbk Capital, LLC 401(k) Plan in the asset neighbourhood

Cfs 401(k) Plan$9MSbk Capital, LLC 401(k) Plan$9MThompson Truck & Trailer, LLC 401(k) Retirement PlanThompson Truck & Trailer, LL…$9MCp Capital (US) Partners LP 401(k) PlanCp Capital (US) Partners LP …$9MEarlens Corporation 401(k) Profit Sharing Plan and TrustEarlens Corporation 401(k) P…$9M
End-of-year total assets ($M) among Sbk Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN582551326
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbk Capital, LLC)

Sponsor-wide plan assets over time

All Sbk Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 29.488156121909135% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.07M $11.8M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 1,672 $9M
2023 1 1,815 $11M
2024 1 2,071 $12M

Nearby 401(k) Plans in Florida

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

Sbk Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sbk Capital, LLC 401(k) Plan, Total assets ($B): 0.009074857 · Participants: 1672Sbk Capital, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Sbk Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Sbk Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Thompson Truck & Trailer, LLC 401(k) Retirement Plan in IA ($9M); by covered participants it is Outfront Media 401(k) Plan in NY (1,672 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,672 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 Sbk Capital, LLC 401(k) Plan assets move in 2022?
Sbk Capital, LLC 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Sbk Capital, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Sbk Capital, LLC's sponsor-wide assets grew 29.5%, from $9M to $12M.
Which 401(k) plans are similar in size to Sbk Capital, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Thompson Truck & Trailer, LLC 401(k) Retirement Plan in IA ($9M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Sbk Capital, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Outfront Media 401(k) Plan in NY (1,672 participants, $269M in assets).