401(k) · DOL Form 5500 · 2023

Sbk Capital, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,815
Participants Near avg headcount
60th
Percentile by assets National rank
$5,946
Avg per participant Low balance/head
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Official DOL plan name: Sbk Capital, LLC 401(k) Plan · Sponsored by Sbk Capital, LLC · Florida · Healthcare & Social Assistance

$11M in assets, 1,815 participants

Sbk Capital, LLC's Sbk Capital, LLC 401(k) Plan reported $11M in total assets and 1,815 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,629 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Sbk Capital, LLC 401(k) Plan covers 1,815 participants in Florida, 2.9x the typical Florida plan (state average ~628 per filing). Assets: $11M.

#11,629
in Healthcare & Social Assistance (17,684 peers)
+18.9%
assets growth YoY

Sbk Capital, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sbk Capital, LLC 401(k) Plan vs every filed plan by assets

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

$10,791,858 Top 40% higher than 60% 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

Sbk Capital, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbk Capital, LLC 401(k) Plan lands in the large band (1,815 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbk Capital, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sbk Capital, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sbk Capital, LLC 401(k) Plan reported participants rose from 1,672 in the plan year 2022 filing to 1,815 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 582551326 · Sbk Capital, LLC PY 2023 · 401(k)

Sbk Capital, LLC 401(k) Plan · $11M · 1,815 · 60th

  • BOY $11M
  • BOY 1,815
  • BOY 60th
  • BOY 401(k)
  • BOY near On with Life, Inc. 401(k) Plan
  • BOY ind #11629

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 Florida →

Sbk Capital, LLC 401(k) Plan in the asset neighbourhood

Sbk Capital, LLC 401(k) Plan$11MOn with Life, Inc. 401(k) PlanOn with Life, Inc. 401(k) Pl…$11MAero-Mark, Inc. 401(k) Salary Reduction Plan and TrustAero-Mark, Inc. 401(k) Salar…$11MWindsor Fashions 401(k) Savings PlanWindsor Fashions 401(k) Savi…$11MSouthern Multifoods, Inc. and Affiliates 401(k) PlanSouthern Multifoods, Inc. an…$11M
End-of-year total assets ($M) among Sbk Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN582551326
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbk Capital, LLC)

Sponsor-wide plan assets over time

All Sbk Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 29.488156121909135% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.07M $11.8M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 1,672 $9M
2023 1 1,815 $11M
2024 1 2,071 $12M

Nearby 401(k) Plans in Florida

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

Sbk Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sbk Capital, LLC 401(k) Plan, Total assets ($B): 0.010791858 · Participants: 1815Sbk Capital, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Sbk Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sbk Capital, LLC 401(k) Plan side-by-side with 3 peers →

Sbk Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is On with Life, Inc. 401(k) Plan in IA ($11M); by covered participants it is Kendall Automotive Group Employees' Retirement Plan in ID (1,815 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,815 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 Sbk Capital, LLC 401(k) Plan assets move in 2023? ▼
Sbk Capital, LLC 401(k) Plan grew sharply - up 18.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Sbk Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sbk Capital, LLC's sponsor-wide assets grew 29.5%, from $9M to $12M.
Which 401(k) plans are similar in size to Sbk Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is On with Life, Inc. 401(k) Plan in IA ($11M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Sbk Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kendall Automotive Group Employees' Retirement Plan in ID (1,815 participants, $69M 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 582551326.

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.