401(k) · DOL Form 5500 · 2024

Santa Barbara Metropolitan Transit District 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
41
Participants Small participant base
54th
Percentile by assets National rank
$222,387
Avg per participant Above avg balance/head
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Official DOL plan name: Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan · Sponsored by Santa Barbara Metropolitan Transit District · California · Transportation & Warehousing

$9M in assets, 41 participants

Santa Barbara Metropolitan Transit District's Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan reported $9M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,821 in Transportation & Warehousing (3,299 peers)

Santa Barbara Metropolitan Transit District multi-year trail

Santa Barbara Metropolitan Transit District's plans moved +29.5% in assets from 2022 to 2024; this filing shows Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan at $9M / 41 participants.

#1,821
in Transportation & Warehousing (3,299 peers)
+10.1%
assets growth YoY

Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan vs every filed plan by assets

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

$9,117,881 Top 46% higher than 54% 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

Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan reported net income fell from $1M in the plan year 2023 filing to $839K in the plan year 2024 filing.
  • Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan reported participants rose from 32 in the plan year 2023 filing to 41 in the plan year 2024 filing.
  • Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952546247 · Santa Barbara Metropolitan Transit District PY 2024 · 401(k)

Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan · $9M · 41 · 54th

  • TYPE $9M
  • NET 41
  • BOOK 54th
  • VS-ST 401(k)
  • BOY near Gilson Graphics Retirement Savings and Profit-Sharing Plan
  • SCH ind #1821

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 Transportation & Warehousing retirement plans → · Plans in California →

Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan in the asset neighbourhood

Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral PlanSanta Barbara Metropolitan T…$9MGilson Graphics Retirement Savings and Profit-Sharing PlanGilson Graphics Retirement S…$9MAllied Fire Protection, LP 401(k) Profit Sharing Plan and TAllied Fire Protection, LP 4…$9MOpen Loop Energy, Inc. Retirement Savings PlanOpen Loop Energy, Inc. Retir…$9MWellbiz Brands, Inc. 401(k) PlanWellbiz Brands, Inc. 401(k) …$9M
End-of-year total assets ($M) among Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Santa Barbara Metropolitan Transit District multi-year asset trail

Sponsor-wide plan assets over time

All Santa Barbara Metropolitan Transit District plans reported in each filing year

Latest sponsor-wide plan assets
$9M 29.501761107747352% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.04M $9.12M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 39 $7M
2023 1 32 $8M
2024 1 41 $9M

Santa Barbara Metropolitan Transit District filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$839K
Employer EIN952546247
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan, Total assets ($B): 0.009117881 · Participants: 41Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan vs. nearby 401(k) plans in California, assets vs. participants

Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gilson Graphics Retirement Savings and Profit-Sharing Plan in MI ($9M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan assets move in 2024?
Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan grew at a solid clip - up 10.1% during 2024, from $8M to $9M. Reported net income was $839K.
How have Santa Barbara Metropolitan Transit District plan assets changed over time?
Across 3 plan years on file (2022-2024), Santa Barbara Metropolitan Transit District's sponsor-wide assets grew 29.5%, from $7M to $9M.
Which 401(k) plans are similar in size to Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan?
Among 401(k) plans in other states, the closest by assets is Gilson Graphics Retirement Savings and Profit-Sharing Plan in MI ($9M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Santa Barbara Metropolitan Transit District Profit Sharing and Salary Deferral Plan?
Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K in assets).