Other · DOL Form 5500 · 2022

Sequoia Living Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
45
Participants Small participant base
61st
Percentile by assets National rank
$183,031
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ncphs Tax Sheltered Annuity Plan · Sponsored by Sequoia Living Inc. · California · Healthcare & Social Assistance

$8M in assets, 45 participants

Sequoia Living Inc.'s Ncphs Tax Sheltered Annuity Plan reported $8M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,381 in Healthcare & Social Assistance (20,060 peers)

Sequoia Living Inc. multi-year trail

Sequoia Living Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Ncphs Tax Sheltered Annuity Plan at $8M / 45 participants.

#13,381
in Healthcare & Social Assistance (20,060 peers)
-14.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ncphs Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ncphs Tax Sheltered Annuity Plan vs every filed plan by assets

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

$8,236,397 Top 39% higher than 61% 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

Ncphs Tax Sheltered Annuity Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ncphs Tax Sheltered Annuity Plan is a small filing (45 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 941437728 · Sequoia Living Inc. PY 2022 · Other

Ncphs Tax Sheltered Annuity Plan · $8M · 45 · 61st

  • EIN $8M
  • RANK 45
  • PHOTO 61st
  • IND Other
  • EOY near Clarion Hospital 403(b) Plan
  • 5500 ind #13381

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Ncphs Tax Sheltered Annuity Plan in the asset neighbourhood

Ncphs Tax Sheltered Annuity PlanNcphs Tax Sheltered Annuity …$8MClarion Hospital 403(b) Plan$8MBronxworks 403(b) Plan$8M403b Thrift Plan of Enable, Inc.403b Thrift Plan of Enable, …$8MTax Deferred Annuity Plan of Children S Aid and Family Services, Inc.Tax Deferred Annuity Plan of…$8M
End-of-year total assets ($M) among Ncphs Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Sequoia Living Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sequoia Living Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 25.42716346867493% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $93.8M $118M ▲ +25.4%
Year Plans Participants Total Assets
2022 3 915 $94M
2023 3 845 $109M
2024 3 806 $118M

Sequoia Living Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN941437728
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Ncphs Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Ncphs Tax Sheltered Annuity Plan, Total assets ($B): 0.008236397 · Participants: 45Ncphs Tax Sheltered Annuity PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Ncphs Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants

Ncphs Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Clarion Hospital 403(b) Plan in PA ($8M); by covered participants it is Fos Feminista 403(b) Plan in NY (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Ncphs Tax Sheltered Annuity Plan assets move in 2022?
Ncphs Tax Sheltered Annuity Plan pulled back noticeably - down 14.8% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Sequoia Living Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sequoia Living Inc.'s sponsor-wide assets grew 25.4%, from $94M to $118M.
Which Other plans are similar in size to Ncphs Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is Clarion Hospital 403(b) Plan in PA ($8M, 393 participants).
Which Other plans cover a similar participant headcount to Ncphs Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is Fos Feminista 403(b) Plan in NY (45 participants, $9M in assets).