401(k) · DOL Form 5500 · 2022
Svb Financial Group 401(k) Plan
Data updated 2026-08-06
- $1.2B
- Total assets
- 5,062
- Participants
- 99th
- Percentile by assets
- $234,607
- Avg per participant
Official DOL plan name: Svb Financial Group 401(k) and Employee Stock Ownership Plan · Sponsored by Svb Financial Group · California · Finance & Insurance
$1.2B in assets, 5,062 participants
Svb Financial Group's Svb Financial Group 401(k) and Employee Stock Ownership Plan reported $1.2B in total assets and 5,062 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #9,097 in Finance & Insurance (9,267 peers)
Coverage in California
Svb Financial Group 401(k) and Employee Stock Ownership Plan covers 5,062 participants in California, 8.0x the typical California plan (state average ~637 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2022 EOY)
- 5,062
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $234,607
- avg assets per participant
The plan reported a net loss of $263M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Svb Financial Group 401(k) and Employee Stock Ownership Plan reports 5,062 participants - 8.0x that state average ($1.2B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$263M |
| Employer EIN | 911962278 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Svb Financial Group)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,062 | $1.2B |
| 2023 | 1 | 6,383 | $2M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Svb Financial Group 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Svb Financial Group 401(k) and Employee Stock Ownership Plan by total assets, not by location.
- Darden Savings Plan (FL) $1.2B · 176,132
- Blue Cross and Blue Shield of Florida, Inc. 401(k) Retirement Savings Plan (FL) $1.2B · 8,509
- Iac Inc. Retirement Savings Plan (NY) $1.2B · 9,776
- Unisys Savings Plan (PA) $1.2B · 3,022
Frequently Asked Questions
How did Svb Financial Group 401(k) and Employee Stock Ownership Plan assets move in 2022? ▼
How have Svb Financial Group plan assets changed over time? ▼
Where does Svb Financial Group 401(k) and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Svb Financial Group 401(k) and Employee Stock Ownership Plan's numbers.
- By total assets, Svb Financial Group 401(k) and Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Svb Financial Group's sponsor-wide assets have declined 99.8% since 2022 across 2 plan years on file. More Finance & Insurance plans