Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Sequoia Living Inc. 403(b) Plan

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

Sponsored by Sequoia Living Inc. · California · Healthcare & Social Assistance

What the 2023 filing shows

Sequoia Living Inc. 403(b) Plan holds $26M for 475 participants — about $54,492 per participant, down 10.0% over the 2022 plan year.

$26M
total plan assets (2022 EOY)
475
covered participants
$54,492
avg assets per participant
-10.0%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$26M
Participants
475
State
Industry
Healthcare & Social Assistance

What the Filing Says About Sequoia Living Inc. 403(b) Plan

Sequoia Living Inc. 403(b) Plan is a Profit Sharing retirement plan sponsored by Sequoia Living Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 475 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 941437728, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2022 to $26M at year-end — a decline of 10.0%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-2,886,675 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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 — 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)$29M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$-2,886,675
Plan TypeProfit Sharing
Employer EIN941437728
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sequoia Living Inc.)

Year Plans Participants Total Assets
2022 3 915 $94M
2023 3 845 $109M
2024 3 806 $118M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Sequoia Living Inc. 403(b) Plan?
As of the 2022 Form 5500 filing, Sequoia Living Inc. 403(b) Plan holds $26M in total assets with 475 participants. It is sponsored by Sequoia Living Inc..
What type of plan is Sequoia Living Inc. 403(b) Plan?
Sequoia Living Inc. 403(b) Plan is a Profit Sharing plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 941437728.
Who sponsors the Sequoia Living Inc. 403(b) Plan?
Sequoia Living Inc. 403(b) Plan is sponsored by Sequoia Living Inc., located in California. The sponsor's EIN is 941437728 and the plan operates in the Healthcare & Social Assistance industry.
How did Sequoia Living Inc. 403(b) Plan perform in 2022?
Sequoia Living Inc. 403(b) Plan declined by 10.0% during 2022, moving from $29M to $26M in total assets. Net income was $-2,886,675.
Where can I find official filings for Sequoia Living Inc. 403(b) Plan?
Official Form 5500 filings for Sequoia Living Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941437728 or plan name at efast.dol.gov.
How does Sequoia Living Inc. 403(b) Plan compare to other plans?
You can compare Sequoia Living Inc. 403(b) Plan against other Profit Sharing 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) — original filing retrieval by EIN 941437728.

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

Reference: IRS Publication 590-B — 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.