401(k) · DOL Form 5500 · 2023

Stockbridge Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
151
Participants Small participant base
85th
Percentile by assets National rank
$303,542
Avg per participant High balance/head
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Official DOL plan name: Stockbridge Employee Savings & Investment Plan · Sponsored by Stockbridge Capital Group, LLC · California · Professional & Technical Services

$46M in assets, 151 participants

Stockbridge Capital Group, LLC's Stockbridge Employee Savings & Investment Plan reported $46M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,406 in Professional & Technical Services (20,321 peers)

Coverage in California

Stockbridge Employee Savings & Investment Plan covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $46M.

#17,406
in Professional & Technical Services (20,321 peers)
+20.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Stockbridge Employee Savings & Investment Plan's outsized position by total assets

Stockbridge Employee Savings & Investment Plan vs every filed plan by assets

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

$45,834,818 Top 15% higher than 85% 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

Stockbridge Employee Savings & Investment 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. Stockbridge Employee Savings & Investment Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stockbridge Employee Savings & Investment Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Stockbridge Employee Savings & Investment Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Stockbridge Employee Savings & Investment Plan reported participants rose from 128 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421558275 · Stockbridge Capital Group, LLC PY 2023 · 401(k)

Stockbridge Employee Savings & Investment Plan · $46M · 151 · 85th

  • PHOTO $46M
  • IND 151
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Jackson Dawson Communications, Inc. 401(k) Plan
  • PCT ind #17406

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 California →

Stockbridge Employee Savings & Investment Plan in the asset neighbourhood

Investcorp International, Inc. Retirement Savings PlanInvestcorp International, In…$46MStockbridge Employee Savings & Investment PlanStockbridge Employee Savings…$46MJackson Dawson Communications, Inc. 401(k) PlanJackson Dawson Communication…$46MThe Webb Law Firm 401(k) Profit Sharing Plan and TrustThe Webb Law Firm 401(k) Pro…$46MMbo Professional Services Inc. 401(k) PlanMbo Professional Services In…$46M
End-of-year total assets ($M) among Stockbridge Employee Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN421558275
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stockbridge Capital Group, LLC)

Sponsor-wide plan assets over time

All Stockbridge Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 48.846706094038765% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.1M $56.8M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 128 $38M
2023 1 151 $46M
2024 1 156 $57M

Nearby 401(k) Plans in California

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

Stockbridge Employee Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stockbridge Employee Savings & Investment Plan, Total assets ($B): 0.045834818 · Participants: 151Stockbridge Employee Savings & Investment PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Stockbridge Employee Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stockbridge Employee Savings & Investment Plan side-by-side with 3 peers →

Stockbridge Employee Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jackson Dawson Communications, Inc. 401(k) Plan in MI ($46M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Stockbridge Employee Savings & Investment Plan assets move in 2023? ▼
Stockbridge Employee Savings & Investment Plan grew sharply - up 20.2% during 2023, from $38M to $46M. Reported net income was $8M.
How have Stockbridge Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stockbridge Capital Group, LLC's sponsor-wide assets grew 48.8%, from $38M to $57M.
Where does Stockbridge Employee Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Stockbridge Employee Savings & Investment Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stockbridge Employee Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jackson Dawson Communications, Inc. 401(k) Plan in MI ($46M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Stockbridge Employee Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 421558275.

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.