SVB Financial Group 401(k) plan

SVB Financial Group, Dallas, TX. EIN 91-1962278. Annual reports 2009–2025.

SVB Financial Group has one active retirement plan on file, the SVB Financial Group 401(k) and Employee Stock Ownership Plan, with 2 participants and $1,859 in assets in 2025. No traditional pension plan appears in SVB Financial Group's filings since 2009.

Active plans: 1
Participants: 2
Plan assets: $1,859
Plans on file: 1
Industry: Finance and insurance

The plan

SVB Financial Group 401(k) and Employee Stock Ownership Plan

401(k)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 91-1962278
Participants (2025): 2
Net assets (2025): $1,859
Last listed recordkeeper: VanguardEarlier: Fidelity (2009–2016)
Plan administrator: SVB Financial Group
2100 Ross Avenue, 21ST Floor
Dallas, TX 75201
(650) 567-6900As filed for 2025
In effect since: January 1, 1985

Plans merged into this one: Boston Private Financial Holdings, Inc. 401(k) Profit Sharing Plan (2022).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	2	$1,859	not listed
2024	3	$2,417	not listed
2023	3	$2.2 million	Vanguard
2022	7,926	$1.2 billion	Vanguard
2021	6,121	$1.3 billion	Vanguard
2020	4,264	$1.0 billion	Vanguard
2019	3,726	$782 million	Vanguard
2018	3,387	$607 million	Vanguard
2017	2,913	$627 million	Vanguard
2016	2,747	$494 million	Fidelity
2015	2,607	$425 million	Fidelity
2014	2,375	$409 million	Fidelity
2013	2,347	$365 million	Fidelity
2012	2,073	$266 million	Fidelity
2011	1,984	$217 million	Fidelity
2010	1,792	$206 million	Fidelity
2009	1,677	$163 million	Fidelity

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((650) 567-6900). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

SVB Financial Group 401(k) and Employee Stock Ownership Plan

If you had money in one of these plans

What these numbers are

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