Svb Financial Group401(k) + ESOP (KSOP)
SVB FINANCIAL GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN · DALLAS, TX · plan year 2022
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Svb Financial Group reported $339,976 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,000 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 1 year on file its reported administrative ratio rose from 0.03% to 0.15%. The plan sits in the over $1B size bracket, benchmarked here against 1,066 comparable plans and shown alongside other finance & insurance employers. By assets it is the 97th-largest of 5,688 plans among Texas employers on file, and the 154th of 4,798 in finance & insurance. In 2022, employees put in $1.27 for every $1.00 the employer contributed.
Svb Financial Group's 2022 employer contribution ran above the $4,897 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 911962278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.