401(k) · DOL Form 5500 · 2024

Sb & Company, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
65
Participants Small participant base
40th
Percentile by assets National rank
$70,591
Avg per participant Below avg balance/head
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Official DOL plan name: Sb & Company, LLC 401(k) Plan · Sponsored by Sb & Company, LLC · Maryland · Professional & Technical Services

$5M in assets, 65 participants

Sb & Company, LLC's Sb & Company, LLC 401(k) Plan reported $5M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,629 in Professional & Technical Services (20,173 peers)

Sb & Company, LLC multi-year trail

Sb & Company, LLC's plans moved +33.5% in assets from 2023 to 2024; this filing shows Sb & Company, LLC 401(k) Plan at $5M / 65 participants.

#7,629
in Professional & Technical Services (20,173 peers)
+33.5%
assets growth YoY

Sb & Company, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sb & Company, LLC 401(k) Plan vs every filed plan by assets

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

$4,588,386 40th percentile higher than 40% 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

Sb & Company, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sb & Company, LLC 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sb & Company, LLC 401(k) Plan reported net income rose from $840K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sb & Company, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sb & Company, LLC 401(k) Plan reported participants rose from 53 in the plan year 2023 filing to 65 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202153727 · Sb & Company, LLC PY 2024 · 401(k)

Sb & Company, LLC 401(k) Plan · $5M · 65 · 40th

  • NET $5M
  • BOOK 65
  • VS-ST 40th
  • BOY 401(k)
  • SCH near Warm Hearth, Inc. 401(k) Plan
  • EBSA ind #7629

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 Maryland →

Sb & Company, LLC 401(k) Plan in the asset neighbourhood

Sb & Company, LLC 401(k) Plan$5MWarm Hearth, Inc. 401(k) Plan$5MRainen Law Office, P.C. New Comparability 401(k) Profit Sharing PlanRainen Law Office, P.C. New …$5MSweet Adelines International Corporation 401(k) PlanSweet Adelines International…$5MKintronic Laboratories, Inc. Retirement PlanKintronic Laboratories, Inc.…$5M
End-of-year total assets ($M) among Sb & Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sb & Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sb & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 33.452600681632966% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M$5M 20232024 $3.44M $4.59M ▲ +33.4%
Year Plans Participants Total Assets
2023 1 53 $3M
2024 1 65 $5M

Sb & Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN202153727
Plan Effective Date2006-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Sb & Company, LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sb & Company, LLC 401(k) Plan, Total assets ($B): 0.004588386 · Participants: 65Sb & Company, LLC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Sb & Company, LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Sb & Company, LLC 401(k) Plan side-by-side with 3 peers →

Sb & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Warm Hearth, Inc. 401(k) Plan in VA ($5M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Sb & Company, LLC 401(k) Plan assets move in 2024? ▼
Sb & Company, LLC 401(k) Plan surged - up 33.5% during 2024, from $3M to $5M. Reported net income was $1M.
How have Sb & Company, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sb & Company, LLC's sponsor-wide assets grew 33.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Sb & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Warm Hearth, Inc. 401(k) Plan in VA ($5M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Sb & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants, $3M 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 202153727.

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.