401(k) · DOL Form 5500 · 2023

Svb Financial Group 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6,383
Participants Above avg headcount
32nd
Percentile by assets National rank
$344
Avg per participant Low balance/head
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Official DOL plan name: Svb Financial Group 401(k) and Employee Stock Ownership Plan · Sponsored by Svb Financial Group · Texas · Finance & Insurance

$2M in assets, 6,383 participants

Svb Financial Group's Svb Financial Group 401(k) and Employee Stock Ownership Plan reported $2M in total assets and 6,383 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,921 in Finance & Insurance (8,869 peers)

Coverage in Texas

Svb Financial Group 401(k) and Employee Stock Ownership Plan covers 6,383 participants in Texas, 9.3x the typical Texas plan (state average ~688 per filing). Assets: $2M.

#1,921
in Finance & Insurance (8,869 peers)
-99.8%
assets change YoY

The plan reported a net loss of $1.2B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Svb Financial Group 401(k) and Employee Stock Ownership Plan among the smaller filed plans by assets

Svb Financial Group 401(k) and Employee Stock Ownership Plan vs every filed plan by assets

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

$2,196,016 32nd percentile higher than 32% 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

Svb Financial Group 401(k) and Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Svb Financial Group 401(k) and Employee Stock Ownership Plan lands in the large band (6,383 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Svb Financial Group 401(k) and Employee Stock Ownership Plan reported net income fell from -$263M in the plan year 2022 filing to -$1.2B in the plan year 2023 filing.
  • Svb Financial Group 401(k) and Employee Stock Ownership Plan end-of-year assets fell from $1.2B in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Svb Financial Group 401(k) and Employee Stock Ownership Plan reported participants rose from 5,062 in the plan year 2022 filing to 6,383 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911962278 · Svb Financial Group PY 2023 · 401(k)

Svb Financial Group 401(k) and Employee Stock Ownership Plan · $2M · 6,383 · 32nd

  • IND $2M
  • EOY 6,383
  • 5500 32nd
  • ASSETS 401(k)
  • PCT near Multi-Tech Safety Products Inc 401(k) Profit Sharing Plan & Trust
  • EIN ind #1921

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 Texas →

Svb Financial Group 401(k) and Employee Stock Ownership Plan in the asset neighbourhood

Svb Financial Group 401(k) and Employee Stock Ownership PlanSvb Financial Group 401(k) a…$2MMulti-Tech Safety Products Inc 401(k) Profit Sharing Plan & TrustMulti-Tech Safety Products I…$2MDrs. Love & Miller, P.C. 401(k) Plan and TrustDrs. Love & Miller, P.C. 401…$2MExcel Cabinets & Countertops Inc 401(k) PlanExcel Cabinets & Countertops…$2MRodriguez Hidalgo Retirement PlanRodriguez Hidalgo Retirement…$2M
End-of-year total assets ($M) among Svb Financial Group 401(k) and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$2M
Net Income-$1.2B
Employer EIN911962278
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Svb Financial Group)

Sponsor-wide plan assets over time

All Svb Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$2M 99.81508476221178% vs 2022
2023 filing year
$0B$0.5B$1B$1.5B 20222023 $1.19B $0B ▼ -100.0%
Year Plans Participants Total Assets
2022 1 5,062 $1.2B
2023 1 6,383 $2M

Nearby 401(k) Plans in Texas

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

Svb Financial Group 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Svb Financial Group 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.002196016 · Participants: 6383Svb Financial Group 401(k) and Employee Stock Ownership PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Svb Financial Group 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Svb Financial Group 401(k) and Employee Stock Ownership Plan side-by-side with 3 peers →

Svb Financial Group 401(k) and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Multi-Tech Safety Products Inc 401(k) Profit Sharing Plan & Trust in GA ($2M); by covered participants it is Victra 401(k) Plan in NC (6,386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,383 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 Svb Financial Group 401(k) and Employee Stock Ownership Plan assets move in 2023? ▼
Svb Financial Group 401(k) and Employee Stock Ownership Plan contracted severely - down 99.8% during 2023, from $1.2B to $2M. Reported net income was -$1.2B.
How have Svb Financial Group plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Svb Financial Group's sponsor-wide assets declined 99.8%, from $1.2B to $2M.
Which 401(k) plans are similar in size to Svb Financial Group 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Multi-Tech Safety Products Inc 401(k) Profit Sharing Plan & Trust in GA ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Svb Financial Group 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Victra 401(k) Plan in NC (6,386 participants, $40M 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 911962278.

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.