401(k) · DOL Form 5500 · 2022

Sierra Lobo, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
146
Participants Small participant base
85th
Percentile by assets National rank
$260,123
Avg per participant Above avg balance/head
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Official DOL plan name: Sierra Lobo, Inc. 401(k) Plan · Sponsored by Sierra Lobo, Inc. · Ohio · Professional & Technical Services

$38M in assets, 146 participants

Sierra Lobo, Inc.'s Sierra Lobo, Inc. 401(k) Plan reported $38M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,621 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Sierra Lobo, Inc. 401(k) Plan covers 146 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $38M.

#18,621
in Professional & Technical Services (21,562 peers)
-9.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sierra Lobo, Inc. 401(k) Plan's outsized position by total assets

Sierra Lobo, Inc. 401(k) Plan vs every filed plan by assets

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

$37,977,974 Top 15% higher than 85% 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

Sierra Lobo, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Lobo, Inc. 401(k) Plan sits mid-pack in the medium band (146 participants).

Plan-year Form 5500 strip

Filing strip 341759655 · Sierra Lobo, Inc. PY 2022 · 401(k)

Sierra Lobo, Inc. 401(k) Plan · $38M · 146 · 85th

  • 5500 $38M
  • 5500 146
  • 5500 85th
  • 5500 401(k)
  • 5500 near Olsen Thielen & Co., Ltd Profit Sharing & Employee Savings Plan
  • 5500 ind #18621

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 Ohio →

Sierra Lobo, Inc. 401(k) Plan in the asset neighbourhood

Sierra Lobo, Inc. 401(k) Plan$38MOlsen Thielen & Co., Ltd Profit Sharing & Employee Savings PlanOlsen Thielen & Co., Ltd Pro…$38MDialamerica Marketing, Inc. 401(k) Savings PlanDialamerica Marketing, Inc. …$38MEnvirobusiness, Inc. 401(k) PlanEnvirobusiness, Inc. 401(k) …$38MNoble House Hotels & Resorts, Ltd. 401(k) PlanNoble House Hotels & Resorts…$38M
End-of-year total assets ($M) among Sierra Lobo, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$38M
Net Income-$4M
Employer EIN341759655
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Lobo, Inc.)

Sponsor-wide plan assets over time

All Sierra Lobo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 27.968740512592905% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38M $48.6M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 146 $38M
2023 1 431 $43M
2024 1 538 $49M

Nearby 401(k) Plans in Ohio

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

Sierra Lobo, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Sierra Lobo, Inc. 401(k) Plan, Total assets ($B): 0.037977974 · Participants: 146Sierra Lobo, Inc. 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Sierra Lobo, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sierra Lobo, Inc. 401(k) Plan side-by-side with 3 peers →

Sierra Lobo, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Olsen Thielen & Co., Ltd Profit Sharing & Employee Savings Plan in MN ($38M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.

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 did Sierra Lobo, Inc. 401(k) Plan assets move in 2022? ▼
Sierra Lobo, Inc. 401(k) Plan pulled back noticeably - down 9.7% during 2022, from $42M to $38M. Reported net income was -$4M.
How have Sierra Lobo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Lobo, Inc.'s sponsor-wide assets grew 28.0%, from $38M to $49M.
Where does Sierra Lobo, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sierra Lobo, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sierra Lobo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Olsen Thielen & Co., Ltd Profit Sharing & Employee Savings Plan in MN ($38M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Sierra Lobo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcp 401(k) Plan in NC (146 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341759655.

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.