401(k) · DOL Form 5500 · 2022

Sierra Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
36th
Percentile by assets National rank
$256,486
Avg per participant Above avg balance/head
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Official DOL plan name: Sierra Asset Management, Inc. 401(k) Plan · Sponsored by Sierra Asset Management, Inc. · California · Real Estate

$2M in assets, 9 participants

Sierra Asset Management, Inc.'s Sierra Asset Management, Inc. 401(k) Plan reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,764 in Real Estate (5,057 peers)

Sierra Asset Management, Inc. multi-year trail

Sierra Asset Management, Inc.'s plans moved +42.2% in assets from 2022 to 2024; this filing shows Sierra Asset Management, Inc. 401(k) Plan at $2M / 9 participants.

#2,764
in Real Estate (5,057 peers)
+2.4%
assets growth YoY

Sierra Asset Management, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Sierra Asset Management, Inc. 401(k) Plan vs every filed plan by assets

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

$2,308,373 36th percentile higher than 36% 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 Asset Management, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Asset Management, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 203139024 · Sierra Asset Management, Inc. PY 2022 · 401(k)

Sierra Asset Management, Inc. 401(k) Plan · $2M · 9 · 36th

  • EBSA $2M
  • PART 9
  • TYPE 36th
  • NET 401(k)
  • BOOK near Micro-Precision Technologies, Inc 401(k) Plan
  • VS-ST ind #2764

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 Real Estate retirement plans → · Plans in California →

Sierra Asset Management, Inc. 401(k) Plan in the asset neighbourhood

Sierra Asset Management, Inc. 401(k) PlanSierra Asset Management, Inc…$2MMicro-Precision Technologies, Inc 401(k) PlanMicro-Precision Technologies…$2MLogix Sales & Marketing 401(k) PlanLogix Sales & Marketing 401(…$2MCreative Options, Inc. 401(k) Retirement PlanCreative Options, Inc. 401(k…$2MAsset Protection & Security Services, L.P. Retirment PlanAsset Protection & Security …$2M
End-of-year total assets ($M) among Sierra Asset Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sierra Asset Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sierra Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.20994613955371% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.31M $3.28M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 8 $3M
2024 1 10 $3M

Sierra Asset Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$53K
Employer EIN203139024
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sierra Asset Management, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sierra Asset Management, Inc. 401(k) Plan, Total assets ($B): 0.002308373 · Participants: 9Sierra Asset Management, Inc. 401(k) 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 Asset Management, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sierra Asset Management, Inc. 401(k) Plan side-by-side with 3 peers →

Sierra Asset Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Micro-Precision Technologies, Inc 401(k) Plan in NH ($2M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Asset Management, Inc. 401(k) Plan assets move in 2022? ▼
Sierra Asset Management, Inc. 401(k) Plan edged up modestly - up 2.4% during 2022, from $2M to $2M. Reported net income was $53K.
How have Sierra Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Asset Management, Inc.'s sponsor-wide assets grew 42.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Sierra Asset Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Micro-Precision Technologies, Inc 401(k) Plan in NH ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Sierra Asset Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 203139024.

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.