401(k) · DOL Form 5500 · 2023

Sudler and Company, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
130
Participants Small participant base
58th
Percentile by assets National rank
$76,495
Avg per participant Below avg balance/head
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Official DOL plan name: Sbg Employee 401(k) Plan and Trust · Sponsored by Sudler and Company, Inc. · Illinois · Real Estate

$10M in assets, 130 participants

Sudler and Company, Inc.'s Sbg Employee 401(k) Plan and Trust reported $10M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,581 in Real Estate (4,727 peers)

Coverage in Illinois

Sbg Employee 401(k) Plan and Trust covers 130 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $10M.

#3,581
in Real Estate (4,727 peers)
+19.9%
assets growth YoY

Sbg Employee 401(k) Plan and Trust's mid-pack asset rank among Real Estate and all filers

Sbg Employee 401(k) Plan and Trust vs every filed plan by assets

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

$9,944,315 Top 42% higher than 58% 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

Sbg Employee 401(k) Plan and Trust 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. Sbg Employee 401(k) Plan and Trust sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbg Employee 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sbg Employee 401(k) Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Sbg Employee 401(k) Plan and Trust reported participants rose from 113 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363831901 · Sudler and Company, Inc. PY 2023 · 401(k)

Sbg Employee 401(k) Plan and Trust · $10M · 130 · 58th

  • PCT $10M
  • EIN 130
  • RANK 58th
  • PHOTO 401(k)
  • IND near Gibson & Associates 401(k) Plan
  • EOY ind #3581

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 Real Estate retirement plans → · Plans in Illinois →

Sbg Employee 401(k) Plan and Trust in the asset neighbourhood

Sbg Employee 401(k) Plan and TrustSbg Employee 401(k) Plan and…$10MGibson & Associates 401(k) PlanGibson & Associates 401(k) P…$10MZai Lab US 401(k) Plan$10MThe Oprw 401(k) Plan$10MHarlem Children's Zone, Inc. Profit Sharing PlanHarlem Children's Zone, Inc.…$10M
End-of-year total assets ($M) among Sbg Employee 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN363831901
Plan Effective Date1992-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Sudler and Company, Inc.)

Sponsor-wide plan assets over time

All Sudler and Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 43.63001964090644% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.29M $11.9M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 113 $8M
2023 1 130 $10M
2024 1 131 $12M

Nearby 401(k) Plans in Illinois

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

Sbg Employee 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sbg Employee 401(k) Plan and Trust, Total assets ($B): 0.009944315 · Participants: 130Sbg Employee 401(k) Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Sbg Employee 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sbg Employee 401(k) Plan and Trust side-by-side with 3 peers →

Sbg Employee 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Gibson & Associates 401(k) Plan in TX ($10M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Sbg Employee 401(k) Plan and Trust assets move in 2023? ▼
Sbg Employee 401(k) Plan and Trust grew sharply - up 19.9% during 2023, from $8M to $10M. Reported net income was $2M.
How have Sudler and Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sudler and Company, Inc.'s sponsor-wide assets grew 43.6%, from $8M to $12M.
Which 401(k) plans are similar in size to Sbg Employee 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gibson & Associates 401(k) Plan in TX ($10M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Sbg Employee 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 363831901.

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.