Other · DOL Form 5500 · 2024
SBCS Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 478
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $56,257
- Avg per participant Low balance/head
Official DOL plan name: Sbcs 403(b) Plan · Sponsored by SBCS · California · Healthcare & Social Assistance
$27M in assets, 478 participants
SBCS's Sbcs 403(b) Plan reported $27M in total assets and 478 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #13,407 in Healthcare & Social Assistance (16,916 peers)
Where Sbcs 403(b) Plan sits by assets
Sbcs 403(b) Plan sits in the top quartile of all filed plans by assets, $27M for 478 participants (~$56,257/participant), up 15.8% in 2024.
- #13,407
- in Healthcare & Social Assistance (16,916 peers)
- +15.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sbcs 403(b) Plan's outsized position by total assets
Sbcs 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,891,066 Top 24% higher than 76% 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
Sbcs 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbcs 403(b) Plan sits mid-pack in the medium band (478 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sbcs 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sbcs 403(b) Plan reported participants rose from 398 in the plan year 2023 filing to 478 in the plan year 2024 filing.
- Sbcs 403(b) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 952693142 · SBCS PY 2024 · Other
Sbcs 403(b) Plan · $27M · 478 · 76th
- SCH $27M
- EBSA 478
- PART 76th
- TYPE Other
- NET near Hillsdale Hospital 403(b) Plan
- BOOK ind #13407
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Sbcs 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 952693142 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SBCS)
Sponsor-wide plan assets over time
All SBCS plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 45.17403728163348% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 409 | $19M |
| 2023 | 1 | 398 | $23M |
| 2024 | 1 | 478 | $27M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Sbcs 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Hillsdale Hospital 403(b) Plan in MI ($27M); by covered participants it is Police Benevolent Association Pension Benefit Plan in VA (478 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (478 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.