401(k) · DOL Form 5500 · 2024
Sbm Management Services, LP 401(k) Plan
Data updated 2026-08-11
- $51M
- Total assets
- 7,186
- Participants
- 84th
- Percentile by assets
- $7,148
- Avg per participant
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.
- 84th percentile by assets (of 123,622 plans)
- #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.
- $51M
- total plan assets (2024 EOY)
- 7,186
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $7,148
- avg assets per participant
Where Sbm Management Services, LP 401(k) Savings Plan sits 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
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Sbm Management Services, LP 401(k) Savings Plan reports 7,186 participants - 11x that state average ($51M EOY assets).
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)
| 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.
Sbm Management Services, LP 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sbm Management Services, LP 401(k) Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Sbm Management Services, LP 401(k) Savings Plan assets move in 2024? ▼
How have Sbm Management Services, LP plan assets changed over time? ▼
Where does Sbm Management Services, LP 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sbm Management Services, LP 401(k) Savings Plan? ▼
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Filing takeaways
Ways to act on Sbm Management Services, LP 401(k) Savings Plan's numbers.
- By total assets, Sbm Management Services, LP 401(k) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Sbm Management Services, LP's sponsor-wide assets have grown 84.6% since 2022 across 3 plan years on file. More Administrative & Support Services plans