Other · DOL Form 5500 · 2024
SBCS Retirement Plan
Data updated 2026-07-24
- $27M
- Total assets
- 478
- Participants
- 76th
- Percentile by assets
- $56,257
- Avg per participant
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.
- 76th percentile by assets (of 116,472 plans)
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.
- $27M
- total plan assets (2024 EOY)
- 478
- covered participants
- 76th
- percentile by assets (of 116,472 plans)
- $56,257
- avg assets per participant
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.
Sbcs 403(b) Plan vs the 2024 asset distribution
By assets, Sbcs 403(b) Plan outranks 76% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).
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)
| 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.
Sbcs 403(b) Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sbcs 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Sbcs 403(b) Plan assets move in 2024? ▼
How have SBCS plan assets changed over time? ▼
Where does Sbcs 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sbcs 403(b) Plan? ▼
Next read for Sbcs 403(b) Plan
Scale reading
Ways to act on Sbcs 403(b) Plan's numbers.
- By total assets, Sbcs 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- SBCS's sponsor-wide assets have grown 45.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 952693142.
Read our methodology - how this data is sourced, computed, and verified.