401(k)
2022 plan-year 401(k) DOL Form 5500

Sierra Madre Learning Center Total Programs Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Sierra Madre Learning Center Tot Β· California Β· Healthcare & Social Assistance

What the 2023 filing shows

Sierra Madre Learning Center Total Programs Retirement Plan holds $413K for 203 participants - about $2,037 per participant, up 2.9% over the 2022 plan year.

$413K
total plan assets (2022 EOY)
203
covered participants
$2,037
avg assets per participant
+2.9%
assets growth YoY
Total Assets (2023)
$413K
Participants
203
State
Industry
Healthcare & Social Assistance

What the Filing Says About Sierra Madre Learning Center Total Programs Retirement Plan

Sierra Madre Learning Center Total Programs Retirement Plan is a 401(k) retirement plan sponsored by Sierra Madre Learning Center Tot, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $413K in total end-of-year assets and covers 203 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 522448537, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $402K at the beginning of 2022 to $413K at year-end β€” a gain of 2.9%. Net assets (after liabilities) closed the year at $413K, with reported net income of $12K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$402K
Total Assets (End of Year)$413K
Net Assets (End of Year)$413K
Net Income$12K
Plan Type401(k)
Employer EIN522448537
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Sierra Madre Learning Center Total Programs Retirement Plan?
As of the 2022 Form 5500 filing, Sierra Madre Learning Center Total Programs Retirement Plan holds $413K in total assets with 203 participants. It is sponsored by Sierra Madre Learning Center Tot.
What type of plan is Sierra Madre Learning Center Total Programs Retirement Plan?
Sierra Madre Learning Center Total Programs Retirement Plan is a 401(k) plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 522448537.
Who sponsors the Sierra Madre Learning Center Total Programs Retirement Plan?
Sierra Madre Learning Center Total Programs Retirement Plan is sponsored by Sierra Madre Learning Center Tot, located in California. The sponsor's EIN is 522448537 and the plan operates in the Healthcare & Social Assistance industry.
How did Sierra Madre Learning Center Total Programs Retirement Plan perform in 2022?
Sierra Madre Learning Center Total Programs Retirement Plan grew by 2.9% during 2022, moving from $402K to $413K in total assets. Net income was $12K.
Where can I find official filings for Sierra Madre Learning Center Total Programs Retirement Plan?
Official Form 5500 filings for Sierra Madre Learning Center Total Programs Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 522448537 or plan name at efast.dol.gov.
How does Sierra Madre Learning Center Total Programs Retirement Plan compare to other plans?
You can compare Sierra Madre Learning Center Total Programs Retirement Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 522448537.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.