401(k) · DOL Form 5500 · 2024

Sbk Capital, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
2,071
Participants Near avg headcount
59th
Percentile by assets National rank
$5,674
Avg per participant Low balance/head
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Official DOL plan name: Sbk Capital, LLC 401(k) Plan · Sponsored by Sbk Capital, LLC · Florida · Healthcare & Social Assistance

$12M in assets, 2,071 participants

Sbk Capital, LLC's Sbk Capital, LLC 401(k) Plan reported $12M in total assets and 2,071 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #10,922 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Sbk Capital, LLC 401(k) Plan covers 2,071 participants in Florida, 3.3x the typical Florida plan (state average ~628 per filing). Assets: $12M.

#10,922
in Healthcare & Social Assistance (16,916 peers)
+8.9%
assets growth YoY

Sbk Capital, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sbk Capital, LLC 401(k) Plan vs every filed plan by assets

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

$11,750,865 Top 41% higher than 59% 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

Sbk Capital, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbk Capital, LLC 401(k) Plan lands in the large band (2,071 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sbk Capital, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $959K in the plan year 2024 filing.
  • Sbk Capital, LLC 401(k) Plan reported participants rose from 1,815 in the plan year 2023 filing to 2,071 in the plan year 2024 filing.
  • Sbk Capital, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 582551326 · Sbk Capital, LLC PY 2024 · 401(k)

Sbk Capital, LLC 401(k) Plan · $12M · 2,071 · 59th

  • PHOTO $12M
  • IND 2,071
  • EOY 59th
  • 5500 401(k)
  • ASSETS near Johanson Dielectrics, Inc. 401(k) Retirement Plan
  • PCT ind #10922

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Sbk Capital, LLC 401(k) Plan in the asset neighbourhood

Sbk Capital, LLC 401(k) Plan$12MJohanson Dielectrics, Inc. 401(k) Retirement PlanJohanson Dielectrics, Inc. 4…$12MB & D Plumbing, Heating & Air Conditioning, Inc. Profit Sharing/401(k) Plan and TrustB & D Plumbing, Heating & Ai…$12MEmployees' Retirement Savings PlanEmployees' Retirement Saving…$12MScott Felder Homes 401(k)/Roth PlanScott Felder Homes 401(k)/Ro…$12M
End-of-year total assets ($M) among Sbk Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$959K
Employer EIN582551326
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbk Capital, LLC)

Sponsor-wide plan assets over time

All Sbk Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 29.488156121909135% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.07M $11.8M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 1,672 $9M
2023 1 1,815 $11M
2024 1 2,071 $12M

Nearby 401(k) Plans in Florida

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

Sbk Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sbk Capital, LLC 401(k) Plan, Total assets ($B): 0.011750865 · Participants: 2071Sbk Capital, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sbk Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sbk Capital, LLC 401(k) Plan side-by-side with 3 peers →

Sbk Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA ($12M); by covered participants it is Alta Resources Corp 401(k) Savings & Retirement Plan in WI (2,072 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,071 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 Sbk Capital, LLC 401(k) Plan assets move in 2024? ▼
Sbk Capital, LLC 401(k) Plan grew at a solid clip - up 8.9% during 2024, from $11M to $12M. Reported net income was $959K.
How have Sbk Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sbk Capital, LLC's sponsor-wide assets grew 29.5%, from $9M to $12M.
Which 401(k) plans are similar in size to Sbk Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA ($12M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Sbk Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alta Resources Corp 401(k) Savings & Retirement Plan in WI (2,072 participants, $66M 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 582551326.

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.