401(k) · DOL Form 5500 · 2022
Svb Financial Group 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 5,062
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $234,607
- Avg per participant Above avg balance/head
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.
- #9,091 in Finance & Insurance (9,261 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 ~630 per filing). Assets: $1.2B.
- #9,091
- in Finance & Insurance (9,261 peers)
- -9.7%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
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.
Svb Financial Group 401(k) and Employee Stock Ownership Plan's outsized position by total assets
Svb Financial Group 401(k) and Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,187,579,794 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Svb Financial Group 401(k) and Employee Stock Ownership 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. Svb Financial Group 401(k) and Employee Stock Ownership Plan lands in the large band (5,062 participants).
Plan-year Form 5500 strip
Filing strip 911962278 · Svb Financial Group PY 2022 · 401(k)
Svb Financial Group 401(k) and Employee Stock Ownership Plan · $1.2B · 5,062 · 99th
- EBSA $1.2B
- EBSA 5,062
- EBSA 99th
- EBSA 401(k)
- EBSA near Darden Savings Plan
- EBSA ind #9091
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 California →
Svb Financial Group 401(k) and Employee Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Svb Financial Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 99.81508476221178% vs 2022
- 2023 filing year
| 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.
- 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
Svb Financial Group 401(k) and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Darden Savings Plan in FL ($1.2B); by covered participants it is Express Savings and Retirement Plan in OH (5,069 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,062 participants); asset peers above are excluded.
- Express Savings and Retirement Plan (OH) 5,069 · 7 off
- Veterans United Home Loans 401(k) Plan (MO) 5,071 · 9 off
- Atrium Staffing 401(k) Plan (PA) 5,050 · 12 off
- The Investment-Incentive Plan for John Hancock Employees (MA) 5,050 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.