401(k) · DOL Form 5500 · 2022

Sierra Pacific Mortgage 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
773
Participants Near avg headcount
84th
Percentile by assets National rank
$43,856
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Sierra Pacific Mortgage · California · Finance & Insurance

$34M in assets, 773 participants

Sierra Pacific Mortgage's Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan reported $34M in total assets and 773 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,900 in Finance & Insurance (9,261 peers)

Where Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan sits by assets

Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 773 participants (~$43,856/participant), down 30.7% in 2022.

#6,900
in Finance & Insurance (9,261 peers)
-30.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$33,901,035 Top 16% higher than 84% 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 Pacific Mortgage Company, Inc. 401(k) Profit Sharing 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 Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (773 participants).

EBSA filing schedule strip

Filing strip 680101170 · Sierra Pacific Mortgage PY 2022 · 401(k)

Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan · $34M · 773 · 84th

  • PCT $34M
  • EIN 773
  • RANK 84th
  • PHOTO 401(k)
  • IND near Utility Supply and Construction Company Savings and Employee Stock Ownership Plan
  • EOY ind #6900

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 →

Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Evergreen Devco, Inc. Profit Sharing 401(k) PlanEvergreen Devco, Inc. Profit…$34MAmerica II Corp. Retirement Savings PlanAmerica II Corp. Retirement …$34MSierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing PlanSierra Pacific Mortgage Comp…$34MUtility Supply and Construction Company Savings and Employee Stock Ownership PlanUtility Supply and Construct…$34MThe Widewaters Group Inc. Retirement Savings PlanThe Widewaters Group Inc. Re…$34M
End-of-year total assets ($M) among Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$34M
Net Income-$15M
Employer EIN680101170
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Pacific Mortgage)

Sponsor-wide plan assets over time

All Sierra Pacific Mortgage plans reported in each filing year

Latest sponsor-wide plan assets
$38M 11.870847011013087% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $33.9M $37.9M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 773 $34M
2023 1 447 $36M
2024 1 409 $38M

Nearby 401(k) Plans in California

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

Sierra Pacific Mortgage Company, 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 ($B) Participants Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.033901035 · Participants: 773Sierra Pacific Mortgage Company, 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 Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Utility Supply and Construction Company Savings and Employee Stock Ownership Plan in MI ($34M); by covered participants it is Hvcu 401(k) Plan in NY (773 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (773 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 Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan assets move in 2022?
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan contracted severely - down 30.7% during 2022, from $49M to $34M. Reported net income was -$15M.
How have Sierra Pacific Mortgage plan assets changed over time?
Across 3 plan years on file (2022-2024), Sierra Pacific Mortgage's sponsor-wide assets grew 11.9%, from $34M to $38M.
Where does Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan ranks in the 84th 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 Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Utility Supply and Construction Company Savings and Employee Stock Ownership Plan in MI ($34M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Hvcu 401(k) Plan in NY (773 participants, $64M in assets).