401(k) · DOL Form 5500 · 2024
Sb Investment Advisers (US) Inc. 401(k) Plan
Data updated 2026-08-25
- $133M
- Total assets Near avg plan size
- 640
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $207,686
- Avg per participant Above avg balance/head
Official DOL plan name: Sb US 401(k) Plan · Sponsored by Sb Investment Advisers (US) Inc. · California · Professional & Technical Services
$133M in assets, 640 participants
Sb Investment Advisers (US) Inc.'s Sb US 401(k) Plan reported $133M in total assets and 640 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,839 in Professional & Technical Services (20,173 peers)
Where Sb US 401(k) Plan sits by assets
Sb US 401(k) Plan sits in the top 10% of all filed plans by assets, $133M for 640 participants (~$207,686/participant), up 40.9% in 2024.
- #18,839
- in Professional & Technical Services (20,173 peers)
- +40.9%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Sb US 401(k) Plan's outsized position by total assets
Sb US 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$132,919,295 Top 8% higher than 92% 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
Sb US 401(k) 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. Sb US 401(k) Plan sits mid-pack in the medium band (640 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sb US 401(k) Plan reported participants rose from 212 in the plan year 2023 filing to 640 in the plan year 2024 filing.
- Sb US 401(k) Plan end-of-year assets rose from $94M in the plan year 2023 filing to $133M in the plan year 2024 filing.
- Sb US 401(k) Plan reported net income rose from $29M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 814760418 · Sb Investment Advisers (US) Inc. PY 2024 · 401(k)
Sb US 401(k) Plan · $133M · 640 · 92nd
- ASSETS $133M
- PCT 640
- EIN 92nd
- RANK 401(k)
- PHOTO near Inizio USA 401(k) Plan
- IND ind #18839
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 →
Sb US 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | $39M |
| Employer EIN | 814760418 |
| Plan Effective Date | 2000-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sb Investment Advisers (US) Inc.)
Sponsor-wide plan assets over time
All Sb Investment Advisers (US) Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $133M 40.893346997191436% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 212 | $94M |
| 2024 | 1 | 640 | $133M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Sb US 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Inizio USA 401(k) Plan in PA ($133M); by covered participants it is British School of Washington in FL (640 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133M here).
- Inizio USA 401(k) Plan (PA) $133M · 1,272
- National Fuel Gas Company Tax Deferred Savings Plan (NY) $133M · 983
- Amcor 401(k) Plan for Bargaining Unit Employees (WI) $133M · 1,866
- Arka Group, L.P. Retirement Savings Plan (CT) $133M · 866
Similar participant headcount
Nearest other-state filings by covered participants (640 participants); asset peers above are excluded.
- British School of Washington (FL) 640 · 0 off
- Roadclipper Enterprises Inc. 401(k) Plan (TX) 640 · 0 off
- Cooper Auto Group 401(k) Plan (OK) 640 · 0 off
- Sewell Family of Companies, Inc. 401(k) Profit Sharing Plan (TX) 640 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.