401(k) · DOL Form 5500 · 2024
Silicon Valley Business Brokers Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $599,167
- Avg per participant High balance/head
Official DOL plan name: Silicon Valley Business Brokers Inc. Retirement Plan · Sponsored by Silicon Valley Business Brokers Inc. · California · Professional & Technical Services
$1M in assets, 2 participants
Silicon Valley Business Brokers Inc.'s Silicon Valley Business Brokers Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,986 in Professional & Technical Services (20,173 peers)
Silicon Valley Business Brokers Inc. multi-year trail
Silicon Valley Business Brokers Inc.'s plans moved +14.5% in assets from 2022 to 2024; this filing shows Silicon Valley Business Brokers Inc. Retirement Plan at $1M / 2 participants.
- #3,986
- in Professional & Technical Services (20,173 peers)
- -16.0%
- assets change YoY
The plan reported a net loss of $228K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Silicon Valley Business Brokers Inc. Retirement Plan among the smaller filed plans by assets
Silicon Valley Business Brokers Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,198,333 25th percentile higher than 25% 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
Silicon Valley Business Brokers Inc. 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. Silicon Valley Business Brokers Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Silicon Valley Business Brokers Inc. Retirement Plan reported net income fell from $380K in the plan year 2023 filing to -$228K in the plan year 2024 filing.
- Silicon Valley Business Brokers Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 833050646 · Silicon Valley Business Brokers Inc. PY 2024 · 401(k)
Silicon Valley Business Brokers Inc. Retirement Plan · $1M · 2 · 25th
- PART $1M
- PART 2
- PART 25th
- PART 401(k)
- PART near Three Oaks Behavioral Health & Wellness 401(k) Plan
- PART ind #3986
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 Professional & Technical Services retirement plans → · Plans in California →
Silicon Valley Business Brokers Inc. Retirement Plan in the asset neighbourhood
Silicon Valley Business Brokers Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Silicon Valley Business Brokers Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 14.471238257540298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
Silicon Valley Business Brokers Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$228K |
| Employer EIN | 833050646 |
| Plan Effective Date | 2019-01-03 |
| Filing Status | FILING RECEIVED |
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
Silicon Valley Business Brokers Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Three Oaks Behavioral Health & Wellness 401(k) Plan in NC ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.