401(k) · DOL Form 5500 · 2023

Sbm Management Services, LP 401(k) Plan

Data updated 2026-08-11

$40M
Total assets
5,146
Participants
83rd
Percentile by assets
$7,760
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Sbm Management Services, LP 401(k) Savings Plan · Sponsored by Sbm Management Services, LP · California · Administrative & Support Services

$40M in assets, 5,146 participants

Sbm Management Services, LP's Sbm Management Services, LP 401(k) Savings Plan reported $40M in total assets and 5,146 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #3,998 in Administrative & Support Services (4,372 peers)

Coverage in California

Sbm Management Services, LP 401(k) Savings Plan covers 5,146 participants in California, 8.2x the typical California plan (state average ~630 per filing). Assets: $40M.

$40M
total plan assets (2023 EOY)
5,146
covered participants
83rd
percentile by assets (of 127,072 plans)
$7,760
avg assets per participant

Where Sbm Management Services, LP 401(k) Savings Plan sits by total assets

Sbm Management Services, LP 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$39,933,041 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbm Management Services, LP 401(k) Savings Plan reported net income rose from $288K in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Sbm Management Services, LP 401(k) Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Sbm Management Services, LP 401(k) Savings Plan reported participants rose from 4,670 in the plan year 2022 filing to 5,146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Administrative & Support Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Sbm Management Services, LP 401(k) Savings Plan reports 5,146 participants - 8.2x that state average ($40M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$40M
Net Income$12M
Employer EIN261375586
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbm Management Services, LP)

$20M$30M$40M$50M$60M 202220232024 $27.8M $51.4M ▲ +84.7%
Total plan assets by year, all Sbm Management Services, LP plans on file
Year Plans Participants Total Assets
2022 1 4,670 $28M
2023 1 5,146 $40M
2024 1 7,186 $51M

Nearby 401(k) Plans in California

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

Sbm Management Services, LP 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Sbm Management Services, LP 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sbm Management Servi…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Sbm Management Services, LP 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sbm Management Services, LP 401(k) Savin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sbm Management Services, LP 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Sbm Management Services, LP 401(k) Savings Plan assets move in 2023? ▼
Sbm Management Services, LP 401(k) Savings Plan surged - up 43.5% during 2023, from $28M to $40M. Reported net income was $12M.
How have Sbm Management Services, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sbm Management Services, LP's sponsor-wide assets grew 84.6%, from $28M to $51M.
Where does Sbm Management Services, LP 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Sbm Management Services, LP 401(k) Savings Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sbm Management Services, LP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is World Travel, Inc. 401(k) Plan in PA ($40M, 503 participants).

Next read for Sbm Management Services, LP 401(k) Savin…

Filing takeaways

Ways to act on Sbm Management Services, LP 401(k) Savings Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261375586.

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.