Defined Benefit (Pension) · DOL Form 5500 · 2023

Sb Advisors, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$872,690
Avg per participant High balance/head
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Official DOL plan name: Sb Advisors, LLC Defined Benefit Plan · Sponsored by Sb Advisors, LLC · California · Finance & Insurance

$2M in assets, 2 participants

Sb Advisors, LLC's Sb Advisors, LLC Defined Benefit Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,734 in Finance & Insurance (8,869 peers)

Sb Advisors, LLC multi-year trail

Sb Advisors, LLC's plans moved +108.4% in assets from 2022 to 2024; this filing shows Sb Advisors, LLC Defined Benefit Plan at $2M / 2 participants.

#1,734
in Finance & Insurance (8,869 peers)
+57.8%
assets growth YoY

Sb Advisors, LLC Defined Benefit Plan among the smaller filed plans by assets

Sb Advisors, LLC Defined Benefit Plan vs every filed plan by assets

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

$1,745,380 29th percentile higher than 29% 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

Sb Advisors, LLC Defined Benefit 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. Sb Advisors, LLC Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sb Advisors, LLC Defined Benefit Plan reported net income rose from $156K in the plan year 2022 filing to $639K in the plan year 2023 filing.
  • Sb Advisors, LLC Defined Benefit 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 →

Plan-year Form 5500 strip

Filing strip 851192215 · Sb Advisors, LLC PY 2023 · Defined Benefit (Pension)

Sb Advisors, LLC Defined Benefit Plan · $2M · 2 · 29th

  • ASSETS $2M
  • PCT 2
  • EIN 29th
  • RANK Defined Benefit (Pension)
  • PHOTO near Western Iowa Mutual Insurance Association Pension Trust
  • IND ind #1734

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 →

Sb Advisors, LLC Defined Benefit Plan in the asset neighbourhood

Sb Advisors, LLC Defined Benefit PlanSb Advisors, LLC Defined Ben…$2MWestern Iowa Mutual Insurance Association Pension TrustWestern Iowa Mutual Insuranc…$2MTranstar Intermodal, Inc. Cash Balance PlanTranstar Intermodal, Inc. Ca…$2MSpace Age Fuel, Inc. Cash Balance PlanSpace Age Fuel, Inc. Cash Ba…$2MCobble Hill Anesthesia, PLLC Cash Balance PlanCobble Hill Anesthesia, PLLC…$2M
End-of-year total assets ($M) among Sb Advisors, LLC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Sb Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sb Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 108.39071552389072% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.11M $2.3M ▲ +107.2%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Sb Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$639K
Employer EIN851192215
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sb Advisors, LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sb Advisors, LLC Defined Benefit Plan, Total assets ($B): 0.00174538 · Participants: 2Sb Advisors, LLC Defined Benefit PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Sb Advisors, LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sb Advisors, LLC Defined Benefit Plan side-by-side with 3 peers →

Sb Advisors, LLC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Western Iowa Mutual Insurance Association Pension Trust in IA ($2M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sb Advisors, LLC Defined Benefit Plan assets move in 2023? ▼
Sb Advisors, LLC Defined Benefit Plan surged - up 57.8% during 2023, from $1M to $2M. Reported net income was $639K.
How have Sb Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sb Advisors, LLC's sponsor-wide assets grew 108.4%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Sb Advisors, LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Western Iowa Mutual Insurance Association Pension Trust in IA ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sb Advisors, LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 851192215.

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.