401(k) · DOL Form 5500 · 2024
Sb Investment Advisers (US) Inc. 401(k) Plan
Data updated 2026-08-11
- $133M
- Total assets
- 640
- Participants
- 92nd
- Percentile by assets
- $207,686
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $133M
- total plan assets (2024 EOY)
- 640
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $207,686
- avg assets per participant
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.
Sb US 401(k) Plan vs the 2024 asset distribution
By assets, Sb US 401(k) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
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.)
| 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.
Sb US 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sb US 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sb US 401(k) Plan assets move in 2024? ▼
How have Sb Investment Advisers (US) Inc. plan assets changed over time? ▼
Where does Sb US 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sb US 401(k) Plan? ▼
Next read for Sb US 401(k) Plan
Scale reading
Ways to act on Sb US 401(k) Plan's numbers.
- By total assets, Sb US 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Sb Investment Advisers (US) Inc.'s sponsor-wide assets have grown 40.9% since 2023 across 2 plan years on file. More Professional & Technical Services plans