401(k) · DOL Form 5500 · 2024
Sbm Management Services, LP 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 7,186
- Participants Above avg headcount
- 84th
- Percentile by assets National rank
- $7,148
- Avg per participant Low balance/head
Official DOL plan name: Sbm Management Services, LP 401(k) Savings Plan · Sponsored by Sbm Management Services, LP · California · Administrative & Support Services
$51M in assets, 7,186 participants
Sbm Management Services, LP's Sbm Management Services, LP 401(k) Savings Plan reported $51M in total assets and 7,186 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #4,025 in Administrative & Support Services (4,368 peers)
Coverage in California
Sbm Management Services, LP 401(k) Savings Plan covers 7,186 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $51M.
- #4,025
- in Administrative & Support Services (4,368 peers)
- +28.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sbm Management Services, LP 401(k) Savings Plan's outsized position by total assets
Sbm Management Services, LP 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,368,917 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sbm Management Services, LP 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbm Management Services, LP 401(k) Savings Plan lands in the large band (7,186 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sbm Management Services, LP 401(k) Savings Plan reported participants rose from 5,146 in the plan year 2023 filing to 7,186 in the plan year 2024 filing.
- Sbm Management Services, LP 401(k) Savings Plan end-of-year assets rose from $40M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Sbm Management Services, LP 401(k) Savings Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 261375586 · Sbm Management Services, LP PY 2024 · 401(k)
Sbm Management Services, LP 401(k) Savings Plan · $51M · 7,186 · 84th
- PART $51M
- PART 7,186
- PART 84th
- PART 401(k)
- PART near West Liberty Foods, L.L.C. Employee Savings Plan
- PART ind #4025
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 Administrative & Support Services retirement plans → · Plans in California →
Sbm Management Services, LP 401(k) Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $11M |
| Employer EIN | 261375586 |
| Plan Effective Date | 1997-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sbm Management Services, LP)
Sponsor-wide plan assets over time
All Sbm Management Services, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 84.61797254500001% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,670 | $28M |
| 2023 | 1 | 5,146 | $40M |
| 2024 | 1 | 7,186 | $51M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Scale composition for Sbm Management Services, LP 401(k) Savings Plan
Sbm Management Services, LP 401(k) Savings Plan reports $51M in end-of-year assets across 7,186 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $7,148 per participant (5% of the national average assets-per-participant) . Net income for plan year 2024 was $11M.
This plan identity (EIN 261375586, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $28M to $51M (+84.6%) while covered participants moved from 4,670 to 7,186 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,670 | $28M | Open filing |
| 2023 | 5,146 | $40M | Open filing |
| 2024 · index core | 7,186 | $51M | This page |
Sbm Management Services, LP 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is West Liberty Foods, L.L.C. Employee Savings Plan in IA ($51M); by covered participants it is Designer Brands Inc. 401(k) Plan in OH (7,189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,186 participants); asset peers above are excluded.
- Designer Brands Inc. 401(k) Plan (OH) 7,189 · 3 off
- Clark Associates Multiple Employer 401(k) Plan (PA) 7,183 · 3 off
- Caterpillar Inc. Tax Deferred Retirement Plan (TX) 7,176 · 10 off
- Paycom 401(k) Plan (OK) 7,200 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.