401(k) · DOL Form 5500 · 2023

Small Business Resource Center 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
354
Participants Below avg headcount
60th
Percentile by assets National rank
$30,605
Avg per participant Low balance/head
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Official DOL plan name: Sbam Retirement Savings 401(k) Pooled Employer Plan · Sponsored by Small Business Resource Center · Michigan · Other Services

$11M in assets, 354 participants

Small Business Resource Center's Sbam Retirement Savings 401(k) Pooled Employer Plan reported $11M in total assets and 354 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.

  • #6,087 in Other Services (7,857 peers)

Small Business Resource Center multi-year trail

Small Business Resource Center's plans moved +30.4% in assets from 2022 to 2023; this filing shows Sbam Retirement Savings 401(k) Pooled Employer Plan at $11M / 354 participants.

#6,087
in Other Services (7,857 peers)
+30.4%
assets growth YoY

Sbam Retirement Savings 401(k) Pooled Employer Plan's mid-pack asset rank among Other Services and all filers

Sbam Retirement Savings 401(k) Pooled Employer Plan vs every filed plan by assets

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

$10,834,293 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

Sbam Retirement Savings 401(k) Pooled Employer 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. Sbam Retirement Savings 401(k) Pooled Employer Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbam Retirement Savings 401(k) Pooled Employer Plan reported net income rose from $230K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sbam Retirement Savings 401(k) Pooled Employer Plan reported participants rose from 227 in the plan year 2022 filing to 354 in the plan year 2023 filing.
  • Sbam Retirement Savings 401(k) Pooled Employer Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383042915 · Small Business Resource Center PY 2023 · 401(k)

Sbam Retirement Savings 401(k) Pooled Employer Plan · $11M · 354 · 60th

  • NET $11M
  • BOOK 354
  • VS-ST 60th
  • BOY 401(k)
  • SCH near Pkf, LLP 401(k) Retirement Savings Plan
  • EBSA ind #6087

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 Other Services retirement plans → · Plans in Michigan →

Sbam Retirement Savings 401(k) Pooled Employer Plan in the asset neighbourhood

Garan 401(k) Plan$11MSbam Retirement Savings 401(k) Pooled Employer PlanSbam Retirement Savings 401(…$11MPkf, LLP 401(k) Retirement Savings PlanPkf, LLP 401(k) Retirement S…$11MEustis Mortgage Corporation Incentive Retirement PlanEustis Mortgage Corporation …$11MCts 401(k)$11M
End-of-year total assets ($M) among Sbam Retirement Savings 401(k) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Small Business Resource Center multi-year asset trail

Sponsor-wide plan assets over time

All Small Business Resource Center plans reported in each filing year

Latest sponsor-wide plan assets
$11M 30.381826463521694% vs 2022
2023 filing year
$8M$9M$10M$11M$12M 20222023 $8.31M $10.8M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 227 $8M
2023 1 354 $11M

Small Business Resource Center filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN383042915
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Sbam Retirement Savings 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Sbam Retirement Savings 401(k) Pooled Employer Plan, Total assets ($B): 0.010834293 · Participants: 354Sbam Retirement Savings 401(k) Pooled Employer PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Sbam Retirement Savings 401(k) Pooled Employer Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Sbam Retirement Savings 401(k) Pooled Employer Plan side-by-side with 3 peers →

Sbam Retirement Savings 401(k) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Pkf, LLP 401(k) Retirement Savings Plan in CA ($11M); by covered participants it is Bay Photo, Inc. 401(k) Plan in CA (354 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Sbam Retirement Savings 401(k) Pooled Employer Plan assets move in 2023? ▼
Sbam Retirement Savings 401(k) Pooled Employer Plan surged - up 30.4% during 2023, from $8M to $11M. Reported net income was $3M.
How have Small Business Resource Center plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Small Business Resource Center's sponsor-wide assets grew 30.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Sbam Retirement Savings 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pkf, LLP 401(k) Retirement Savings Plan in CA ($11M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Sbam Retirement Savings 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Photo, Inc. 401(k) Plan in CA (354 participants, N/A 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 383042915.

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.