401(k) · DOL Form 5500 · 2022

Sierra Investment Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$832K
Total assets Small plan by assets
N/A
Participants Small participant base
23rd
Percentile by assets National rank
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Official DOL plan name: Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Sierra Investment Holdings, Inc. · California · Retail Trade

$832K in assets, N/A participants

Sierra Investment Holdings, Inc.'s Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan reported $832K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,156 in Retail Trade (9,519 peers)

Sierra Investment Holdings, Inc. multi-year trail

Sierra Investment Holdings, Inc.'s plans moved +33.3% in assets from 2022 to 2024; this filing shows Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan at $832K / N/A participants.

#3,156
in Retail Trade (9,519 peers)
$832K
reported net income

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$832,005 23rd percentile higher than 23% of 139,123 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 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 881756622 · Sierra Investment Holdings, Inc. PY 2022 · 401(k)

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan · $832K · N/A · 23rd

  • SCH $832K
  • EBSA N/A
  • PART 23rd
  • TYPE 401(k)
  • NET near Bullseye Operating LLC 401(k) Plan
  • BOOK ind #3156

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 Retail Trade retirement plans → · Plans in California →

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sierra Investment Holdings, Inc. 401(k) Profit Sharing PlanSierra Investment Holdings, …$832KBullseye Operating LLC 401(k) PlanBullseye Operating LLC 401(k…$832KAmple Property and Casualty Insurance Company 401(k) PlanAmple Property and Casualty …$832KMulberry Street Management Services, Inc. 401(k) Profit Sharing PlanMulberry Street Management S…$832KEnvironmental Techniques Corp. 401(k) PlanEnvironmental Techniques Cor…$832K
End-of-year total assets ($M) among Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sierra Investment Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sierra Investment Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.264824129662685% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.83M $1.11M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 N/A $832K
2023 1 14 $952K
2024 1 16 $1M

Sierra Investment Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$832K
Net Income$832K
Employer EIN881756622
Plan Effective Date2022-04-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000832005 · Participants: 0Sierra Investment Holdings, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is Bullseye Operating LLC 401(k) Plan in OK at $832K (this filing: $832K).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Sierra Investment Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Investment Holdings, Inc.'s sponsor-wide assets grew 33.3%, from $832K to $1M.
Where does Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bullseye Operating LLC 401(k) Plan in OK ($832K, 4 participants).