401(k) · DOL Form 5500 · 2022

Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
494
Participants Below avg headcount
90th
Percentile by assets National rank
$124,051
Avg per participant Near avg balance/head
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Official DOL plan name: Sequoia Consulting Group 401(k) Plan · Sponsored by Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou · California · Finance & Insurance

$61M in assets, 494 participants

Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou's Sequoia Consulting Group 401(k) Plan reported $61M in total assets and 494 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,699 in Finance & Insurance (9,261 peers)

Where Sequoia Consulting Group 401(k) Plan sits by assets

Sequoia Consulting Group 401(k) Plan sits in the top 10% of all filed plans by assets, $61M for 494 participants (~$124,051/participant), up 8.7% in 2022.

#7,699
in Finance & Insurance (9,261 peers)
+8.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Sequoia Consulting Group 401(k) Plan's outsized position by total assets

Sequoia Consulting Group 401(k) Plan vs every filed plan by assets

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

$61,280,977 Top 10% higher than 90% 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

Sequoia Consulting Group 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. Sequoia Consulting Group 401(k) Plan sits mid-pack in the medium band (494 participants).

Published 5500 schedule card

Filing strip 943397213 · Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou PY 2022 · 401(k)

Sequoia Consulting Group 401(k) Plan · $61M · 494 · 90th

  • TYPE $61M
  • NET 494
  • BOOK 90th
  • VS-ST 401(k)
  • BOY near Irving USA Employees 401(k) Plan
  • SCH ind #7699

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 Finance & Insurance retirement plans → · Plans in California →

Sequoia Consulting Group 401(k) Plan in the asset neighbourhood

Apptio Retirement Plan$61MPryor Cashman LLP 401(k) Plan$61MSequoia Consulting Group 401(k) PlanSequoia Consulting Group 401…$61MIrving USA Employees 401(k) PlanIrving USA Employees 401(k) …$61MLipsitz Green Scime Cambria, LLP 401(k) PlanLipsitz Green Scime Cambria,…$61M
End-of-year total assets ($M) among Sequoia Consulting Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$61M
Net Income$5M
Employer EIN943397213
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou)

Sponsor-wide plan assets over time

All Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou plans reported in each filing year

Latest sponsor-wide plan assets
$115M 88.42605430393186% vs 2022
2024 filing year
$40M$60M$80M$100M$120M$140M 202220232024 $61.3M $115M ▲ +88.4%
Year Plans Participants Total Assets
2022 1 494 $61M
2023 1 717 $90M
2024 1 786 $115M

Nearby 401(k) Plans in California

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

Sequoia Consulting Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sequoia Consulting Group 401(k) Plan, Total assets ($B): 0.061280977 · Participants: 494Sequoia Consulting Group 401(k) 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
Sequoia Consulting Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sequoia Consulting Group 401(k) Plan side-by-side with 3 peers →

Sequoia Consulting Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Irving USA Employees 401(k) Plan in NH ($61M); by covered participants it is Ahtna 401(k) Plan in AK (494 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Sequoia Consulting Group 401(k) Plan assets move in 2022? ▼
Sequoia Consulting Group 401(k) Plan grew at a solid clip - up 8.7% during 2022, from $56M to $61M. Reported net income was $5M.
How have Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou's sponsor-wide assets grew 88.4%, from $61M to $115M.
Where does Sequoia Consulting Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Sequoia Consulting Group 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sequoia Consulting Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Irving USA Employees 401(k) Plan in NH ($61M, 665 participants).
Which 401(k) plans cover a similar participant headcount to Sequoia Consulting Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahtna 401(k) Plan in AK (494 participants, $42M 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 943397213.

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.