401(k) · DOL Form 5500 · 2022

Bank of the Sierra 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
453
Participants Below avg headcount
85th
Percentile by assets National rank
$78,365
Avg per participant Below avg balance/head
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Official DOL plan name: Bank of the Sierra Savings Plan · Sponsored by Bank of the Sierra · California · Finance & Insurance

$35M in assets, 453 participants

Bank of the Sierra's Bank of the Sierra Savings Plan reported $35M in total assets and 453 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.

  • #6,982 in Finance & Insurance (9,261 peers)

Where Bank of the Sierra Savings Plan sits by assets

Bank of the Sierra Savings Plan sits in the top quartile of all filed plans by assets, $35M for 453 participants (~$78,365/participant), down 17.2% in 2022.

#6,982
in Finance & Insurance (9,261 peers)
-17.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank of the Sierra Savings Plan's outsized position by total assets

Bank of the Sierra Savings Plan vs every filed plan by assets

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

$35,499,222 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

Bank of the Sierra Savings 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. Bank of the Sierra Savings Plan sits mid-pack in the medium band (453 participants).

DOL schedule card

Filing strip 942431437 · Bank of the Sierra PY 2022 · 401(k)

Bank of the Sierra Savings Plan · $35M · 453 · 85th

  • NET $35M
  • BOOK 453
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan
  • EBSA ind #6982

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 →

Bank of the Sierra Savings Plan in the asset neighbourhood

Bank of the Sierra Savings PlanBank of the Sierra Savings P…$35MRochester Radiology Associates, P.C. Profit-Sharing and 401(k) PlanRochester Radiology Associat…$35MExcel Industries, Inc. Employees 401(k) Savings PlanExcel Industries, Inc. Emplo…$35MThe Center 401(k) Plan$36MMccown Gordon Construction, L.L.C. Profit Sharing 401(k) PlanMccown Gordon Construction, …$35M
End-of-year total assets ($M) among Bank of the Sierra Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$35M
Net Income-$7M
Employer EIN942431437
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of the Sierra)

Sponsor-wide plan assets over time

All Bank of the Sierra plans reported in each filing year

Latest sponsor-wide plan assets
$42M 19.398140612771737% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.5M $42.4M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 453 $35M
2023 1 483 $39M
2024 1 474 $42M

Nearby 401(k) Plans in California

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

Bank of the Sierra Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bank of the Sierra Savings Plan, Total assets ($B): 0.035499222 · Participants: 453Bank of the Sierra Savings 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
Bank of the Sierra Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bank of the Sierra Savings Plan side-by-side with 3 peers →

Bank of the Sierra Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY ($35M); by covered participants it is Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in TN (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 Bank of the Sierra Savings Plan assets move in 2022? ▼
Bank of the Sierra Savings Plan declined sharply - down 17.2% during 2022, from $43M to $35M. Reported net income was -$7M.
How have Bank of the Sierra plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of the Sierra's sponsor-wide assets grew 19.4%, from $35M to $42M.
Where does Bank of the Sierra Savings Plan rank by assets among Form 5500 filers? ▼
Bank of the Sierra Savings 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 Bank of the Sierra Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY ($35M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Bank of the Sierra Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in TN (453 participants, $8M 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 942431437.

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.