401(k) · DOL Form 5500 · 2023

Samba Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
293
Participants Below avg headcount
68th
Percentile by assets National rank
$54,642
Avg per participant Low balance/head
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Official DOL plan name: Samba Holdings, Inc. 401(k) Plan · Sponsored by Samba Holdings, Inc. · Colorado · Professional & Technical Services

$16M in assets, 293 participants

Samba Holdings, Inc.'s Samba Holdings, Inc. 401(k) Plan reported $16M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,799 in Professional & Technical Services (20,321 peers)

Samba Holdings, Inc. multi-year trail

Samba Holdings, Inc.'s plans moved +89.0% in assets from 2022 to 2024; this filing shows Samba Holdings, Inc. 401(k) Plan at $16M / 293 participants.

#13,799
in Professional & Technical Services (20,321 peers)
+42.5%
assets growth YoY

Samba Holdings, Inc. 401(k) Plan's outsized position by total assets

Samba Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$16,010,228 Top 32% higher than 68% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Samba Holdings, Inc. 401(k) 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. Samba Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samba Holdings, Inc. 401(k) Plan reported net income rose from -$86K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Samba Holdings, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Samba Holdings, Inc. 401(k) Plan reported participants rose from 246 in the plan year 2022 filing to 293 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850468538 · Samba Holdings, Inc. PY 2023 · 401(k)

Samba Holdings, Inc. 401(k) Plan · $16M · 293 · 68th

  • PCT $16M
  • PCT 293
  • PCT 68th
  • PCT 401(k)
  • PCT near Stairways 403(b) Plan
  • PCT ind #13799

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Samba Holdings, Inc. 401(k) Plan in the asset neighbourhood

Samba Holdings, Inc. 401(k) PlanSamba Holdings, Inc. 401(k) …$16MStairways 403(b) Plan$16MLancaster Toyota, Inc. 401(k) Profit Sharing PlanLancaster Toyota, Inc. 401(k…$16MHaberfeld Holdings, Inc. 401(k)/Profit Sharing PlanHaberfeld Holdings, Inc. 401…$16MLloyd Companies 401(k) Plan and TrustLloyd Companies 401(k) Plan …$16M
End-of-year total assets ($M) among Samba Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Samba Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Samba Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 88.9808739080334% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.2M $21.2M ▲ +89.0%
Year Plans Participants Total Assets
2022 1 246 $11M
2023 1 293 $16M
2024 1 340 $21M

Samba Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$16M
Net Income$5M
Employer EIN850468538
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Samba Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Samba Holdings, Inc. 401(k) Plan, Total assets ($B): 0.016010228 · Participants: 293Samba Holdings, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Samba Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Samba Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Samba Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Stairways 403(b) Plan in PA ($16M); by covered participants it is Bueno Foods 401(k) Plan in NM (293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Samba Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Samba Holdings, Inc. 401(k) Plan surged - up 42.5% during 2023, from $11M to $16M. Reported net income was $5M.
How have Samba Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samba Holdings, Inc.'s sponsor-wide assets grew 89.0%, from $11M to $21M.
Which 401(k) plans are similar in size to Samba Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stairways 403(b) Plan in PA ($16M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Samba Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (293 participants, $9M in assets).

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 850468538.

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.