401(k) · DOL Form 5500 · 2023
Sb Investment Advisers (US) Inc. 401(k) Plan
Data updated 2026-08-11
- $94M
- Total assets
- 212
- Participants
- 91st
- Percentile by assets
- $445,002
- Avg per participant
Official DOL plan name: Sb US 401(k) Plan · Sponsored by Sb Investment Advisers (US) Inc. · California · Professional & Technical Services
$94M in assets, 212 participants
Sb Investment Advisers (US) Inc.'s Sb US 401(k) Plan reported $94M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 127,072 plans)
- #18,713 in Professional & Technical Services (20,321 peers)
Coverage in California
Sb US 401(k) Plan covers 212 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $94M.
- $94M
- total plan assets (2023 EOY)
- 212
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $445,002
- avg assets per participant
Where Sb US 401(k) Plan sits by total assets
Sb US 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$94,340,363 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Sb US 401(k) Plan reports 212 participants - about 34% of that state average ($94M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $29M |
| Employer EIN | 814760418 |
| Plan Effective Date | 2000-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sb Investment Advisers (US) Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 212 | $94M |
| 2024 | 1 | 640 | $133M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sb US 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sb US 401(k) Plan by total assets, not by location.
- Wilton Re US Holdings, Inc. & Affiliates 401(k) Retirement Plan (CT) $94M · 261
- Oliver Healthcare Packaging Company 401(k) Retirement Plan (MI) $94M · 1,195
- Ieh Auto Parts LLC 401(k) Plan (GA) $94M · 12,249
- Torcon, Inc. Retirement Plan (NJ) $94M · 226
Frequently Asked Questions
How did Sb US 401(k) Plan assets move in 2023? ▼
How have Sb Investment Advisers (US) Inc. plan assets changed over time? ▼
Where does Sb US 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sb US 401(k) Plan? ▼
Next read for Sb US 401(k) Plan
Filing takeaways
Ways to act on Sb US 401(k) Plan's numbers.
- By total assets, Sb US 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Sb Investment Advisers (US) Inc.'s sponsor-wide assets have grown 40.9% since 2023 across 2 plan years on file. More Professional & Technical Services plans