Other · DOL Form 5500 · 2022
Sequoia Living Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 475
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $54,492
- Avg per participant Low balance/head
Official DOL plan name: Sequoia Living Inc. 403(b) Plan · Sponsored by Sequoia Living Inc. · California · Healthcare & Social Assistance
$26M in assets, 475 participants
Sequoia Living Inc.'s Sequoia Living Inc. 403(b) Plan reported $26M in total assets and 475 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #16,817 in Healthcare & Social Assistance (20,060 peers)
Where Sequoia Living Inc. 403(b) Plan sits by assets
Sequoia Living Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $26M for 475 participants (~$54,492/participant), down 10.0% in 2022.
- #16,817
- in Healthcare & Social Assistance (20,060 peers)
- -10.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Sequoia Living Inc. 403(b) Plan's outsized position by total assets
Sequoia Living Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,883,575 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sequoia Living Inc. 403(b) 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. Sequoia Living Inc. 403(b) Plan sits mid-pack in the medium band (475 participants).
Published 5500 schedule card
Filing strip 941437728 · Sequoia Living Inc. PY 2022 · Other
Sequoia Living Inc. 403(b) Plan · $26M · 475 · 81st
- EOY $26M
- 5500 475
- ASSETS 81st
- PCT Other
- EIN near Mclean School of Maryland Retirement Plan
- RANK ind #16817
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 →
Sequoia Living Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$3M |
| Employer EIN | 941437728 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sequoia Living Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 915 | $94M |
| 2023 | 3 | 845 | $109M |
| 2024 | 3 | 806 | $118M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Sequoia Living Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mclean School of Maryland Retirement Plan in MD ($26M); by covered participants it is Penn Highlands Huntington 403(b) Retirement Plan in PA (475 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (475 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.