401(k) · DOL Form 5500 · 2024

Stockbridge Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
156
Participants Small participant base
86th
Percentile by assets National rank
$363,824
Avg per participant High balance/head
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Official DOL plan name: Stockbridge Employee Savings & Investment Plan · Sponsored by Stockbridge Capital Group, LLC · California · Professional & Technical Services

$57M in assets, 156 participants

Stockbridge Capital Group, LLC's Stockbridge Employee Savings & Investment Plan reported $57M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,432 in Professional & Technical Services (20,173 peers)

Coverage in California

Stockbridge Employee Savings & Investment Plan covers 156 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $57M.

#17,432
in Professional & Technical Services (20,173 peers)
+23.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Stockbridge Employee Savings & Investment Plan's outsized position by total assets

Stockbridge Employee Savings & Investment Plan vs every filed plan by assets

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

$56,756,544 Top 14% higher than 86% 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

Stockbridge Employee Savings & Investment 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. Stockbridge Employee Savings & Investment Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stockbridge Employee Savings & Investment Plan reported net income rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Stockbridge Employee Savings & Investment Plan end-of-year assets rose from $46M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Stockbridge Employee Savings & Investment Plan reported participants rose from 151 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 421558275 · Stockbridge Capital Group, LLC PY 2024 · 401(k)

Stockbridge Employee Savings & Investment Plan · $57M · 156 · 86th

  • EOY $57M
  • EOY 156
  • EOY 86th
  • EOY 401(k)
  • EOY near Alpha Industries Management, Inc. 401(k) Plan
  • EOY ind #17432

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 →

Stockbridge Employee Savings & Investment Plan in the asset neighbourhood

Stockbridge Employee Savings & Investment PlanStockbridge Employee Savings…$57MAlpha Industries Management, Inc. 401(k) PlanAlpha Industries Management,…$57MBitterroot Health 401(k) Plan$57MDmc Global Inc. 401(k) Plan$57MThe National Football League Capital Accumulation PlanThe National Football League…$57M
End-of-year total assets ($M) among Stockbridge Employee Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$57M
Net Income$11M
Employer EIN421558275
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stockbridge Capital Group, LLC)

Sponsor-wide plan assets over time

All Stockbridge Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 48.846706094038765% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.1M $56.8M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 128 $38M
2023 1 151 $46M
2024 1 156 $57M

Nearby 401(k) Plans in California

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

Stockbridge Employee Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stockbridge Employee Savings & Investment Plan, Total assets ($B): 0.056756544 · Participants: 156Stockbridge Employee Savings & Investment 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
Stockbridge Employee Savings & Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stockbridge Employee Savings & Investment Plan side-by-side with 3 peers →

Stockbridge Employee Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Alpha Industries Management, Inc. 401(k) Plan in FL ($57M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Stockbridge Employee Savings & Investment Plan assets move in 2024? ▼
Stockbridge Employee Savings & Investment Plan grew sharply - up 23.8% during 2024, from $46M to $57M. Reported net income was $11M.
How have Stockbridge Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stockbridge Capital Group, LLC's sponsor-wide assets grew 48.8%, from $38M to $57M.
Where does Stockbridge Employee Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Stockbridge Employee Savings & Investment Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stockbridge Employee Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpha Industries Management, Inc. 401(k) Plan in FL ($57M, 822 participants).
Which 401(k) plans cover a similar participant headcount to Stockbridge Employee Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 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 421558275.

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.