401(k) · DOL Form 5500 · 2024

The Santa Barbara Independent, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
38th
Percentile by assets National rank
$175,703
Avg per participant Above avg balance/head
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Official DOL plan name: The Santa Barbara Independent, Inc. 401(k) Plan · Sponsored by The Santa Barbara Independent, Inc. · California · Information & Media

$4M in assets, 23 participants

The Santa Barbara Independent, Inc.'s The Santa Barbara Independent, Inc. 401(k) Plan reported $4M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #632 in Information & Media (2,822 peers)

The Santa Barbara Independent, Inc. multi-year trail

The Santa Barbara Independent, Inc.'s plans moved +27.0% in assets from 2022 to 2024; this filing shows The Santa Barbara Independent, Inc. 401(k) Plan at $4M / 23 participants.

#632
in Information & Media (2,822 peers)
+11.4%
assets growth YoY

The Santa Barbara Independent, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

The Santa Barbara Independent, Inc. 401(k) Plan vs every filed plan by assets

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

$4,041,174 38th percentile higher than 38% 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

The Santa Barbara Independent, Inc. 401(k) 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. The Santa Barbara Independent, Inc. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Santa Barbara Independent, Inc. 401(k) Plan reported participants rose from 20 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • The Santa Barbara Independent, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Santa Barbara Independent, Inc. 401(k) Plan reported net income fell from $448K in the plan year 2023 filing to $412K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 770132712 · The Santa Barbara Independent, Inc. PY 2024 · 401(k)

The Santa Barbara Independent, Inc. 401(k) Plan · $4M · 23 · 38th

  • TYPE $4M
  • NET 23
  • BOOK 38th
  • VS-ST 401(k)
  • BOY near American Lamprecht Transport, Inc. 401(k) Savings Plan
  • SCH ind #632

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 Information & Media retirement plans → · Plans in California →

The Santa Barbara Independent, Inc. 401(k) Plan in the asset neighbourhood

The Santa Barbara Independent, Inc. 401(k) PlanThe Santa Barbara Independen…$4MAmerican Lamprecht Transport, Inc. 401(k) Savings PlanAmerican Lamprecht Transport…$4MMaval Industries, LLC 401(k) PlanMaval Industries, LLC 401(k)…$4MThundercloud Subs, Inc. 401(k) PlanThundercloud Subs, Inc. 401(…$4MSchirm USA, Inc. 401(k) Profit Sharing PlanSchirm USA, Inc. 401(k) Prof…$4M
End-of-year total assets ($M) among The Santa Barbara Independent, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Santa Barbara Independent, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Santa Barbara Independent, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.047263885705767% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.18M $4.04M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 24 $3M
2023 1 20 $4M
2024 1 23 $4M

The Santa Barbara Independent, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$412K
Employer EIN770132712
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Santa Barbara Independent, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Santa Barbara Independent, Inc. 401(k) Plan, Total assets ($B): 0.004041174 · Participants: 23The Santa Barbara Independent, Inc. 401(k) 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
The Santa Barbara Independent, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Santa Barbara Independent, Inc. 401(k) Plan side-by-side with 3 peers →

The Santa Barbara Independent, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Lamprecht Transport, Inc. 401(k) Savings Plan in NY ($4M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 The Santa Barbara Independent, Inc. 401(k) Plan assets move in 2024? ▼
The Santa Barbara Independent, Inc. 401(k) Plan grew at a solid clip - up 11.4% during 2024, from $4M to $4M. Reported net income was $412K.
How have The Santa Barbara Independent, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Santa Barbara Independent, Inc.'s sponsor-wide assets grew 27.0%, from $3M to $4M.
Which 401(k) plans are similar in size to The Santa Barbara Independent, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Lamprecht Transport, Inc. 401(k) Savings Plan in NY ($4M, 55 participants).
Which 401(k) plans cover a similar participant headcount to The Santa Barbara Independent, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 770132712.

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.