401(k) · DOL Form 5500 · 2024

Sbg Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$77K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$38,446
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sbg Investment Group Retirement Plan · Sponsored by Sbg Investment Group, Inc. · Florida · Retail Trade

$77K in assets, 2 participants

Sbg Investment Group, Inc.'s Sbg Investment Group Retirement Plan reported $77K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #635 in Retail Trade (8,048 peers)

Sbg Investment Group, Inc. multi-year trail

Sbg Investment Group, Inc.'s plans moved -72.2% in assets from 2022 to 2024; this filing shows Sbg Investment Group Retirement Plan at $77K / 2 participants.

#635
in Retail Trade (8,048 peers)
-56.5%
assets change YoY

The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sbg Investment Group Retirement Plan among the smaller filed plans by assets

Sbg Investment Group Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$76,891 5th percentile higher than 5% of 123,620 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 2024

Sbg Investment Group Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbg Investment Group Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sbg Investment Group Retirement Plan end-of-year assets fell from $177K in the plan year 2023 filing to $77K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 843829723 · Sbg Investment Group, Inc. PY 2024 · 401(k)

Sbg Investment Group Retirement Plan · $77K · 2 · 5th

  • BOY $77K
  • BOY 2
  • BOY 5th
  • BOY 401(k)
  • BOY near Executive Approach Corporation 401(k) Plan
  • BOY ind #635

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 Retail Trade retirement plans → · Plans in Florida →

Sbg Investment Group Retirement Plan in the asset neighbourhood

Sbg Investment Group Retirement PlanSbg Investment Group Retirem…$77KExecutive Approach Corporation 401(k) PlanExecutive Approach Corporati…$77KNextgen Properties Inc. 401(k) PlanNextgen Properties Inc. 401(…$77KZealand Enterprises Incorporated 401(k) Profit Sharing PlanZealand Enterprises Incorpor…$77KFirst Communities Management, Inc. 401(k) PlanFirst Communities Management…$77K
End-of-year total assets ($M) among Sbg Investment Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sbg Investment Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sbg Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77K 72.23028805870966% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.28M $0.08M ▼ -71.4%
Year Plans Participants Total Assets
2022 1 2 $277K
2023 1 2 $177K
2024 1 2 $77K

Sbg Investment Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$177K
Net Assets (End of Year)$77K
Net Income-$100K
Employer EIN843829723
Plan Effective Date2019-12-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sbg Investment Group Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sbg Investment Group Retirement Plan, Total assets ($B): 0.000076891 · Participants: 2Sbg Investment Group Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sbg Investment Group Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sbg Investment Group Retirement Plan side-by-side with 3 peers →

Sbg Investment Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Executive Approach Corporation 401(k) Plan in PA ($77K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sbg Investment Group Retirement Plan assets move in 2024? ▼
Sbg Investment Group Retirement Plan contracted severely - down 56.5% during 2024, from $177K to $77K. Reported net income was -$100K.
How have Sbg Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sbg Investment Group, Inc.'s sponsor-wide assets declined 72.2%, from $277K to $77K.
Where does Sbg Investment Group Retirement Plan rank by assets among Form 5500 filers? ▼
Sbg Investment Group Retirement Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sbg Investment Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Executive Approach Corporation 401(k) Plan in PA ($77K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Sbg Investment Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843829723.

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.