Other · DOL Form 5500 · 2023
SBCS Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 398
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $58,361
- Avg per participant Low balance/head
Official DOL plan name: Sbcs 403(b) Plan · Sponsored by SBCS · California · Healthcare & Social Assistance
$23M in assets, 398 participants
SBCS's Sbcs 403(b) Plan reported $23M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #14,003 in Healthcare & Social Assistance (17,684 peers)
Where Sbcs 403(b) Plan sits by assets
Sbcs 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 398 participants (~$58,361/participant), up 25.4% in 2023.
- #14,003
- in Healthcare & Social Assistance (17,684 peers)
- +25.4%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Sbcs 403(b) Plan's outsized position by total assets
Sbcs 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,227,683 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sbcs 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbcs 403(b) Plan sits mid-pack in the medium band (398 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sbcs 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Sbcs 403(b) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Sbcs 403(b) Plan reported participants fell from 409 in the plan year 2022 filing to 398 in the plan year 2023 filing.
DOL schedule card
Filing strip 952693142 · SBCS PY 2023 · Other
Sbcs 403(b) Plan · $23M · 398 · 75th
- TYPE $23M
- TYPE 398
- TYPE 75th
- TYPE Other
- TYPE near The Lexington School Retirement Plan
- TYPE ind #14003
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 California →
Sbcs 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $5M |
| Employer EIN | 952693142 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SBCS)
Sponsor-wide plan assets over time
All SBCS plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 45.17403728163348% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 409 | $19M |
| 2023 | 1 | 398 | $23M |
| 2024 | 1 | 478 | $27M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Sbcs 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Lexington School Retirement Plan in KY ($23M); by covered participants it is Kennebec Behavioral Health 403(b) Plan in ME (398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- The Lexington School Retirement Plan (KY) $23M · 135
- Kvc 403(b) Retirement Plan (KS) $23M · 1,568
- Morselife Tax Deferred Annuity Plan (FL) $23M · 1,340
- Davis & Elkins College Defined Contribution Retirement Plan (WV) $23M · 183
Similar participant headcount
Nearest other-state filings by covered participants (398 participants); asset peers above are excluded.
- Kennebec Behavioral Health 403(b) Plan (ME) 398 · 0 off
- Limestone University Retirement Plan (SC) 398 · 0 off
- Collegiate School 403(b) Retirement Plan (VA) 398 · 0 off
- Seattle Pacific University Defined Contribution Retirement Plan (WA) 398 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.