401(k) · DOL Form 5500 · 2023

Sbl Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
246
Participants Below avg headcount
28th
Percentile by assets National rank
$6,698
Avg per participant Low balance/head
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Official DOL plan name: Tailored Management 401(k) Plan · Sponsored by Sbl Enterprises, LLC · Ohio · Administrative & Support Services

$2M in assets, 246 participants

Sbl Enterprises, LLC's Tailored Management 401(k) Plan reported $2M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,282 in Administrative & Support Services (4,372 peers)

Coverage in Ohio

Tailored Management 401(k) Plan covers 246 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#2,282
in Administrative & Support Services (4,372 peers)
+17.2%
assets growth YoY

Tailored Management 401(k) Plan among the smaller filed plans by assets

Tailored Management 401(k) Plan vs every filed plan by assets

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

$1,647,598 28th percentile higher than 28% 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

Tailored Management 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. Tailored Management 401(k) Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tailored Management 401(k) Plan reported net income rose from -$36K in the plan year 2022 filing to $241K in the plan year 2023 filing.
  • Tailored Management 401(k) Plan reported participants fell from 2,313 in the plan year 2022 filing to 246 in the plan year 2023 filing.
  • Tailored Management 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202692300 · Sbl Enterprises, LLC PY 2023 · 401(k)

Tailored Management 401(k) Plan · $2M · 246 · 28th

  • TYPE $2M
  • NET 246
  • BOOK 28th
  • VS-ST 401(k)
  • BOY near Edmonds, Husz & Pemberton Eye Center PC Profit Sharing Plan & Trust Agreement
  • SCH ind #2282

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 Administrative & Support Services retirement plans → · Plans in Ohio →

Tailored Management 401(k) Plan in the asset neighbourhood

Tailored Management 401(k) PlanTailored Management 401(k) P…$2MEdmonds, Husz & Pemberton Eye Center PC Profit Sharing Plan & Trust AgreementEdmonds, Husz & Pemberton Ey…$2MFilmtools Inc.$2MFoster Caviness Company 401(k) PlanFoster Caviness Company 401(…$2MGrs Safety Enterprises, Inc. 401(k) PlanGrs Safety Enterprises, Inc.…$2M
End-of-year total assets ($M) among Tailored Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$241K
Employer EIN202692300
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbl Enterprises, LLC)

Sponsor-wide plan assets over time

All Sbl Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.50758235701968% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.41M $2.16M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 2,313 $1M
2023 1 246 $2M
2024 1 472 $2M

Nearby 401(k) Plans in Ohio

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

Tailored Management 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Tailored Management 401(k) Plan, Total assets ($B): 0.001647598 · Participants: 246Tailored Management 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Tailored Management 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Tailored Management 401(k) Plan side-by-side with 3 peers →

Tailored Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Edmonds, Husz & Pemberton Eye Center PC Profit Sharing Plan & Trust Agreement in AZ ($2M); by covered participants it is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Tailored Management 401(k) Plan assets move in 2023? ▼
Tailored Management 401(k) Plan grew sharply - up 17.2% during 2023, from $1M to $2M. Reported net income was $241K.
How have Sbl Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sbl Enterprises, LLC's sponsor-wide assets grew 53.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Tailored Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edmonds, Husz & Pemberton Eye Center PC Profit Sharing Plan & Trust Agreement in AZ ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Tailored Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants, N/A 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 202692300.

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.