Defined Benefit (Pension) · DOL Form 5500 · 2024

Sb Advisors, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Sb Advisors, LLC Defined Benefit Plan · Sponsored by Sb Advisors, LLC · New York · Finance & Insurance

$2M in assets, 2 participants

Sb Advisors, LLC's Sb Advisors, LLC Defined Benefit Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,695 in Finance & Insurance (8,549 peers)

Sb Advisors, LLC multi-year trail

Sb Advisors, LLC's plans moved +108.4% in assets from 2022 to 2024; this filing shows Sb Advisors, LLC Defined Benefit Plan at $2M / 2 participants.

#1,695
in Finance & Insurance (8,549 peers)
+32.0%
assets growth YoY

Sb Advisors, LLC Defined Benefit Plan among the smaller filed plans by assets

Sb Advisors, LLC Defined Benefit Plan vs every filed plan by assets

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

$2,304,570 31st percentile higher than 31% 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

Sb Advisors, LLC Defined Benefit 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. Sb Advisors, LLC Defined Benefit Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sb Advisors, LLC Defined Benefit Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sb Advisors, LLC Defined Benefit Plan reported net income fell from $639K in the plan year 2023 filing to $559K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 851192215 · Sb Advisors, LLC PY 2024 · Defined Benefit (Pension)

Sb Advisors, LLC Defined Benefit Plan · $2M · 2 · 31st

  • RANK $2M
  • RANK 2
  • RANK 31st
  • RANK Defined Benefit (Pension)
  • RANK near Oscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension Plan
  • RANK ind #1695

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 Finance & Insurance retirement plans → · Plans in New York →

Sb Advisors, LLC Defined Benefit Plan in the asset neighbourhood

Oscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension PlanOscar L. Chien, M.D. a Prof.…$2MEmployee Benefits Plan of Family Services, Inc.Employee Benefits Plan of Fa…$2MSb Advisors, LLC Defined Benefit PlanSb Advisors, LLC Defined Ben…$2MRetirement Plan for Salaried Employees of the Hillman CompanyRetirement Plan for Salaried…$2MRichard a. Zoumalan, M.D., Inc. Defined Benefit PlanRichard a. Zoumalan, M.D., I…$2M
End-of-year total assets ($M) among Sb Advisors, LLC Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Sb Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sb Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 108.39071552389072% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.11M $2.3M ▲ +107.2%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Sb Advisors, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$559K
Employer EIN851192215
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sb Advisors, LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sb Advisors, LLC Defined Benefit Plan, Total assets ($B): 0.00230457 · Participants: 2Sb Advisors, LLC Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Sb Advisors, LLC Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Sb Advisors, LLC Defined Benefit Plan side-by-side with 3 peers →

Sb Advisors, LLC Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Oscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension Plan in CA ($2M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (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 Sb Advisors, LLC Defined Benefit Plan assets move in 2024? ▼
Sb Advisors, LLC Defined Benefit Plan surged - up 32.0% during 2024, from $2M to $2M. Reported net income was $559K.
How have Sb Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sb Advisors, LLC's sponsor-wide assets grew 108.4%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Sb Advisors, LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension Plan in CA ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sb Advisors, LLC Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (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 851192215.

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.