Civic Intelligence

SVB Financial Group

Plan context: Svb Financial Group 401(K) and Employee Stock Ownership Plan

EIN 91-1962278 • Dallas, TX • 57 filings • 6 plans

2100 Ross Avenue21st FloorDallas, TX 75201
Current Snapshot

Latest Year

2024

2024 Participants

92

2024 Assets

$2,417

2024 Contributions

$64,804,138

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,315,523,232$657,761,616$0200820162024YearValue
$2,417Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

6,8353,4180200820162023YearValue
92Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202420$2,417$0-
Svb Financial Group 401(K) and Employee Stock Ownership Plan-0$2,417--
GROUP RETIREMENT PLAN-0$0$0-
2023492$6,322,880$64,804,138$704,393iApproximate average salary by contribution assumption: employee only about $17,609,820 at 4% or $11,739,880 at 6%; with 50% employer match about $11,739,880 at 4% or $7,826,587 at 6%; with 100% employer match about $8,804,910 at 4% or $5,869,940 at 6%.
GROUP RETIREMENT PLAN-92$4,126,864$3,762,566$40,897iApproximate average salary by contribution assumption: employee only about $1,022,436 at 4% or $681,624 at 6%; with 50% employer match about $681,624 at 4% or $454,416 at 6%; with 100% employer match about $511,218 at 4% or $340,812 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-0$2,196,016$61,041,572-
Svb Financial Group Health Plan-0---
Svb Financial Group Severance Benefits Plan-0---
202236,835$1,187,579,794$178,575,103$26,127iApproximate average salary by contribution assumption: employee only about $653,164 at 4% or $435,443 at 6%; with 50% employer match about $435,443 at 4% or $290,295 at 6%; with 100% employer match about $326,582 at 4% or $217,721 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-6,383$1,187,579,794$178,575,103$27,977iApproximate average salary by contribution assumption: employee only about $699,417 at 4% or $466,278 at 6%; with 50% employer match about $466,278 at 4% or $310,852 at 6%; with 100% employer match about $349,708 at 4% or $233,139 at 6%.
Svb Financial Group Severance Benefits Plan-6,401---
Svb Financial Group Health Plan-6,835---
202135,062$1,315,523,232$118,232,261$23,357iApproximate average salary by contribution assumption: employee only about $583,921 at 4% or $389,280 at 6%; with 50% employer match about $389,280 at 4% or $259,520 at 6%; with 100% employer match about $291,960 at 4% or $194,640 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-5,062$1,315,523,232$118,232,261$23,357iApproximate average salary by contribution assumption: employee only about $583,921 at 4% or $389,280 at 6%; with 50% employer match about $389,280 at 4% or $259,520 at 6%; with 100% employer match about $291,960 at 4% or $194,640 at 6%.
Svb Financial Group Health Plan-4,835---
Svb Financial Group Severance Benefits Plan-4,223---
202033,397$1,015,162,224$83,821,234$24,675iApproximate average salary by contribution assumption: employee only about $616,877 at 4% or $411,251 at 6%; with 50% employer match about $411,251 at 4% or $274,168 at 6%; with 100% employer match about $308,438 at 4% or $205,626 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-3,386$1,015,162,224$83,821,234$24,755iApproximate average salary by contribution assumption: employee only about $618,881 at 4% or $412,587 at 6%; with 50% employer match about $412,587 at 4% or $275,058 at 6%; with 100% employer match about $309,440 at 4% or $206,294 at 6%.
Svb Financial Group Health Plan-3,391---
Svb Financial Group Severance Benefits Plan-3,397---
201933,190$781,749,970$67,491,086$21,157iApproximate average salary by contribution assumption: employee only about $528,927 at 4% or $352,618 at 6%; with 50% employer match about $352,618 at 4% or $235,079 at 6%; with 100% employer match about $264,464 at 4% or $176,309 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-2,836$781,749,970$67,491,086$23,798iApproximate average salary by contribution assumption: employee only about $594,950 at 4% or $396,633 at 6%; with 50% employer match about $396,633 at 4% or $264,422 at 6%; with 100% employer match about $297,475 at 4% or $198,317 at 6%.
Svb Financial Group Health Plan-2,821---
Svb Financial Group Severance Benefits Plan-3,190---
201832,617$606,870,386$58,830,013$22,480iApproximate average salary by contribution assumption: employee only about $561,999 at 4% or $374,666 at 6%; with 50% employer match about $374,666 at 4% or $249,777 at 6%; with 100% employer match about $280,999 at 4% or $187,333 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-2,614$606,870,386$58,830,013$22,506iApproximate average salary by contribution assumption: employee only about $562,644 at 4% or $375,096 at 6%; with 50% employer match about $375,096 at 4% or $250,064 at 6%; with 100% employer match about $281,322 at 4% or $187,548 at 6%.
Svb Financial Group Health Plan-2,577---
Svb Financial Group Severance Benefits Plan-2,617---
201732,266$626,872,607$49,665,592$21,918iApproximate average salary by contribution assumption: employee only about $547,943 at 4% or $365,296 at 6%; with 50% employer match about $365,296 at 4% or $243,530 at 6%; with 100% employer match about $273,972 at 4% or $182,648 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-2,239$626,872,607$49,665,592$22,182iApproximate average salary by contribution assumption: employee only about $554,551 at 4% or $369,701 at 6%; with 50% employer match about $369,701 at 4% or $246,467 at 6%; with 100% employer match about $277,276 at 4% or $184,850 at 6%.
Svb Financial Group Health Plan-2,232---
Svb Financial Group Severance Benefits Plan-2,266---
201642,164$494,700,087$42,337,770$19,565iApproximate average salary by contribution assumption: employee only about $489,115 at 4% or $326,076 at 6%; with 50% employer match about $326,076 at 4% or $217,384 at 6%; with 100% employer match about $244,557 at 4% or $163,038 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-2,164$494,700,087$42,337,770$19,565iApproximate average salary by contribution assumption: employee only about $489,115 at 4% or $326,076 at 6%; with 50% employer match about $326,076 at 4% or $217,384 at 6%; with 100% employer match about $244,557 at 4% or $163,038 at 6%.
Svb Financial Group Health Plan-2,138---
Svb Financial Group Health Care Reimbursement Plan-0---
Svb Financial Group Severance Benefits Plan-2,138---
201542,039$424,873,750$43,969,230$21,564iApproximate average salary by contribution assumption: employee only about $539,103 at 4% or $359,402 at 6%; with 50% employer match about $359,402 at 4% or $239,601 at 6%; with 100% employer match about $269,551 at 4% or $179,701 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-2,039$424,873,750$43,969,230$21,564iApproximate average salary by contribution assumption: employee only about $539,103 at 4% or $359,402 at 6%; with 50% employer match about $359,402 at 4% or $239,601 at 6%; with 100% employer match about $269,551 at 4% or $179,701 at 6%.
Svb Financial Group Health Plan-1,948---
Svb Financial Group Health Care Reimbursement Plan-617---
Svb Financial Group Severance Benefits Plan-1,948---
201441,814$408,839,208$37,215,110$20,515iApproximate average salary by contribution assumption: employee only about $512,887 at 4% or $341,925 at 6%; with 50% employer match about $341,925 at 4% or $227,950 at 6%; with 100% employer match about $256,444 at 4% or $170,962 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-1,814$408,839,208$37,215,110$20,515iApproximate average salary by contribution assumption: employee only about $512,887 at 4% or $341,925 at 6%; with 50% employer match about $341,925 at 4% or $227,950 at 6%; with 100% employer match about $256,444 at 4% or $170,962 at 6%.
Svb Financial Group Health Plan-1,797---
Svb Financial Group Health Care Reimbursement Plan-551---
Svb Financial Group Severance Benefits Plan-1,797---
201341,641$364,739,921$35,223,506$21,465iApproximate average salary by contribution assumption: employee only about $536,616 at 4% or $357,744 at 6%; with 50% employer match about $357,744 at 4% or $238,496 at 6%; with 100% employer match about $268,308 at 4% or $178,872 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-1,641$364,739,921$35,223,506$21,465iApproximate average salary by contribution assumption: employee only about $536,616 at 4% or $357,744 at 6%; with 50% employer match about $357,744 at 4% or $238,496 at 6%; with 100% employer match about $268,308 at 4% or $178,872 at 6%.
Svb Financial Group Severance Benefits Plan-1,533---
Svb Financial Group Health Care Reimbursement Plan-458---
Svb Financial Group Health Plan-1,591---
201241,538$265,738,691$36,529,418$23,751iApproximate average salary by contribution assumption: employee only about $593,781 at 4% or $395,854 at 6%; with 50% employer match about $395,854 at 4% or $263,903 at 6%; with 100% employer match about $296,891 at 4% or $197,927 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-1,538$265,738,691$36,529,418$23,751iApproximate average salary by contribution assumption: employee only about $593,781 at 4% or $395,854 at 6%; with 50% employer match about $395,854 at 4% or $263,903 at 6%; with 100% employer match about $296,891 at 4% or $197,927 at 6%.
Svb Financial Group Health Plan-1,516---
Svb Financial Group Health Care Reimbursement Plan-376---
Svb Financial Group Severance Benefits Plan-1,516---
201141,471$216,801,075$31,288,939$21,271iApproximate average salary by contribution assumption: employee only about $531,763 at 4% or $354,509 at 6%; with 50% employer match about $354,509 at 4% or $236,339 at 6%; with 100% employer match about $265,882 at 4% or $177,254 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-1,471$216,801,075$31,288,939$21,271iApproximate average salary by contribution assumption: employee only about $531,763 at 4% or $354,509 at 6%; with 50% employer match about $354,509 at 4% or $236,339 at 6%; with 100% employer match about $265,882 at 4% or $177,254 at 6%.
Svb Financial Group Health Plan-1,452---
Svb Financial Group Severance Benefits Plan-1,452---
Svb Financial Group Health Care Reimbursement Plan-376---
201041,321$205,546,795$25,872,811$19,586iApproximate average salary by contribution assumption: employee only about $489,644 at 4% or $326,430 at 6%; with 50% employer match about $326,430 at 4% or $217,620 at 6%; with 100% employer match about $244,822 at 4% or $163,215 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-1,321$205,546,795$25,872,811$19,586iApproximate average salary by contribution assumption: employee only about $489,644 at 4% or $326,430 at 6%; with 50% employer match about $326,430 at 4% or $217,620 at 6%; with 100% employer match about $244,822 at 4% or $163,215 at 6%.
Svb Financial Group Health Plan-1,309---
Svb Financial Group Health Care Reimbursement Plan-317---
Svb Financial Group Severance Benefits Plan-1,309---
200941,238$162,875,068$15,291,858$12,352iApproximate average salary by contribution assumption: employee only about $308,802 at 4% or $205,868 at 6%; with 50% employer match about $205,868 at 4% or $137,245 at 6%; with 100% employer match about $154,401 at 4% or $102,934 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-1,238$162,875,068$15,291,858$12,352iApproximate average salary by contribution assumption: employee only about $308,802 at 4% or $205,868 at 6%; with 50% employer match about $205,868 at 4% or $137,245 at 6%; with 100% employer match about $154,401 at 4% or $102,934 at 6%.
Svb Financial Group Health Plan-1,229---
Svb Financial Group Health Care Reimbursement Plan-274---
Svb Financial Group Severance Benefits Plan-1,229---
200811,220$117,543,631$15,214,967$12,471iApproximate average salary by contribution assumption: employee only about $311,782 at 4% or $207,855 at 6%; with 50% employer match about $207,855 at 4% or $138,570 at 6%; with 100% employer match about $155,891 at 4% or $103,927 at 6%.
Svb Financial Group 401(K) and Employee Stock Ownership Plan-1,220$117,543,631$15,214,967$12,471iApproximate average salary by contribution assumption: employee only about $311,782 at 4% or $207,855 at 6%; with 50% employer match about $207,855 at 4% or $138,570 at 6%; with 100% employer match about $155,891 at 4% or $103,927 at 6%.
SVB Financial Group | EIN 91-1962278 | 2024 Form 5500 Company Profile