401(k) · DOL Form 5500 · 2024
Sudler and Company, Inc. 401(k) Plan
Data updated 2026-08-11
- $12M
- Total assets
- 131
- Participants
- 60th
- Percentile by assets
- $90,913
- Avg per participant
Official DOL plan name: Sbg Employee 401(k) Plan and Trust · Sponsored by Sudler and Company, Inc. · Illinois · Real Estate
$12M in assets, 131 participants
Sudler and Company, Inc.'s Sbg Employee 401(k) Plan and Trust reported $12M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 123,622 plans)
- #3,525 in Real Estate (4,605 peers)
Coverage in Illinois
Sbg Employee 401(k) Plan and Trust covers 131 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $12M.
- $12M
- total plan assets (2024 EOY)
- 131
- covered participants
- 60th
- percentile by assets (of 123,622 plans)
- $90,913
- avg assets per participant
Where Sbg Employee 401(k) Plan and Trust sits by total assets
Sbg Employee 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,909,626 Top 40% higher than 60% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sbg Employee 401(k) Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Sbg Employee 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Sbg Employee 401(k) Plan and Trust reports 131 participants - about 17% of that state average ($12M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 363831901 |
| Plan Effective Date | 1992-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sudler and Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $8M |
| 2023 | 1 | 130 | $10M |
| 2024 | 1 | 131 | $12M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sbg Employee 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sbg Employee 401(k) Plan and Trust by total assets, not by location.
- Kids Care Dental Group 401(k) Plan (CA) $12M · 336
- Bet Investments 401(k) Savings Plan (PA) $12M · 134
- Hascall Steel Co. 401(k) Profit Sharing Plan (MI) $12M · 85
- Inland Technologies International Limited 401(k) Plan () $12M · 1,133
Frequently Asked Questions
How did Sbg Employee 401(k) Plan and Trust assets move in 2024? ▼
How have Sudler and Company, Inc. plan assets changed over time? ▼
Which 401(k) plans are similar in size to Sbg Employee 401(k) Plan and Trust? ▼
Next read for Sbg Employee 401(k) Plan and Trust
Filing takeaways
Ways to act on Sbg Employee 401(k) Plan and Trust's numbers.
- By total assets, Sbg Employee 401(k) Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Sudler and Company, Inc.'s sponsor-wide assets have grown 43.6% since 2022 across 3 plan years on file. More Real Estate plans