401(k) · DOL Form 5500 · 2023

Sb Investment Advisers (US) Inc. 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size: 212
Participants Below avg headcount: 91st
Percentile by assets National rank: $445,002
Avg per participant High balance/head

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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.

#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.

#18,713
in Professional & Technical Services (20,321 peers): +45.3%
assets growth YoY: 0.9×
vs typical plan assets (national mean)

Sb US 401(k) Plan's outsized position 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

Sb US 401(k) 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. Sb US 401(k) Plan sits mid-pack in the medium band (212 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 814760418 · Sb Investment Advisers (US) Inc. PY 2023 · 401(k)

Sb US 401(k) Plan · $94M · 212 · 91st

EIN $94M
RANK 212
PHOTO 91st
IND 401(k)
EOY near Wilton Re US Holdings, Inc. & Affiliates 401(k) Retirement Plan
5500 ind #18713

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 →

End-of-year total assets ($M) among Sb US 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Latest sponsor-wide plan assets: $133M 40.893346997191436% vs 2023; 2024 filing year

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

Compare Sb US 401(k) Plan side-by-side with 3 peers →

Sb US 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wilton Re US Holdings, Inc. & Affiliates 401(k) Retirement Plan in CT ($94M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

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

Similar participant headcount

Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.

Mcclancy Foods and Flavors LLC Capital Accumulation Plan (SC) 212 · 0 off
Backstop Solutions 401(k) Plan (IL) 212 · 0 off
St. Mary's Food Bank's Profit Sharing Plan (AZ) 212 · 0 off
Engineered Protection Systems Inc Retirement Savings Plan (MI) 212 · 0 off

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 US 401(k) Plan assets move in 2023? ▼

Sb US 401(k) Plan surged - up 45.3% during 2023, from $65M to $94M. Reported net income was $29M.

How have Sb Investment Advisers (US) Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Sb Investment Advisers (US) Inc.'s sponsor-wide assets grew 40.9%, from $94M to $133M.

Where does Sb US 401(k) Plan rank by assets among Form 5500 filers? ▼

Sb US 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Sb US 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wilton Re US Holdings, Inc. & Affiliates 401(k) Retirement Plan in CT ($94M, 261 participants).

Which 401(k) plans cover a similar participant headcount to Sb US 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 814760418.