401(k) · DOL Form 5500 · 2023
Sibal & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $286K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $71,419
- Avg per participant Below avg balance/head
Official DOL plan name: Sibal & Associates Retirement Plan · Sponsored by Sibal & Associates, Inc. · California · Finance & Insurance
$286K in assets, 4 participants
Sibal & Associates, Inc.'s Sibal & Associates Retirement Plan reported $286K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #680 in Finance & Insurance (8,869 peers)
Sibal & Associates, Inc. multi-year trail
Sibal & Associates, Inc.'s plans moved +53.4% in assets from 2022 to 2024; this filing shows Sibal & Associates Retirement Plan at $286K / 4 participants.
- #680
- in Finance & Insurance (8,869 peers)
- +15.4%
- assets growth YoY
Sibal & Associates Retirement Plan among the smaller filed plans by assets
Sibal & Associates Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$285,674 13th percentile higher than 13% 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
Sibal & Associates Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sibal & Associates Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sibal & Associates Retirement Plan reported net income rose from $11K in the plan year 2022 filing to $38K in the plan year 2023 filing.
- Sibal & Associates Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Sibal & Associates Retirement Plan end-of-year assets rose from $248K in the plan year 2022 filing to $286K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 832489397 · Sibal & Associates, Inc. PY 2023 · 401(k)
Sibal & Associates Retirement Plan · $286K · 4 · 13th
- SCH $286K
- EBSA 4
- PART 13th
- TYPE 401(k)
- NET near Veb Group Profit Sharing Plan
- BOOK ind #680
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 →
Sibal & Associates Retirement Plan in the asset neighbourhood
Sibal & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sibal & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $380K 53.373281863259734% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $248K |
| 2023 | 1 | 4 | $286K |
| 2024 | 1 | 3 | $380K |
Sibal & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $248K |
|---|---|
| Net Assets (End of Year) | $285K |
| Net Income | $38K |
| Employer EIN | 832489397 |
| Plan Effective Date | 2018-11-09 |
| Filing Status | FILING RECEIVED |
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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Sibal & Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Veb Group Profit Sharing Plan in TX ($286K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($286K here).
- Veb Group Profit Sharing Plan (TX) $286K · 1
- Daekyo America Inc 401(k) Profit Sharing Plan & Trust (NJ) $286K · 57
- King Manufacturer Sales Rep Retirement Plan (MN) $286K · 1
- Paxton Holdings Retirement Plan (KS) $286K · 2
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.