401(k)
2022 plan-year 401(k) DOL Form 5500

Sierra Health and Wellness Centers LLC 401(k) P/S Plan

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

Sponsored by Sierra Health and Wellness Centers LLC ยท California ยท Healthcare & Social Assistance

What the 2023 filing shows

Sierra Health and Wellness Centers LLC 401(k) P/S Plan holds $627K for 142 participants - about $4,418 per participant, up 315.4% over the 2022 plan year.

$627K
total plan assets (2022 EOY)
142
covered participants
$4,418
avg assets per participant
+315.4%
assets growth YoY
Total Assets (2023)
$627K
Participants
142
State
Industry
Healthcare & Social Assistance

What the Filing Says About Sierra Health and Wellness Centers LLC 401(k) P/S Plan

Sierra Health and Wellness Centers LLC 401(k) P/S Plan is a 401(k) retirement plan sponsored by Sierra Health and Wellness Centers LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $627K in total end-of-year assets and covers 142 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 842968604, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $151K at the beginning of 2022 to $627K at year-end โ€” a gain of 315.4%. Net assets (after liabilities) closed the year at $627K, with reported net income of $476K 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.

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 โ€” 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)$151K
Total Assets (End of Year)$627K
Net Assets (End of Year)$627K
Net Income$476K
Plan Type401(k)
Employer EIN842968604
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Sierra Health and Wellness Centers LLC 401(k) P/S Plan?
As of the 2022 Form 5500 filing, Sierra Health and Wellness Centers LLC 401(k) P/S Plan holds $627K in total assets with 142 participants. It is sponsored by Sierra Health and Wellness Centers LLC.
What type of plan is Sierra Health and Wellness Centers LLC 401(k) P/S Plan?
Sierra Health and Wellness Centers LLC 401(k) P/S Plan is a 401(k) plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 842968604.
Who sponsors the Sierra Health and Wellness Centers LLC 401(k) P/S Plan?
Sierra Health and Wellness Centers LLC 401(k) P/S Plan is sponsored by Sierra Health and Wellness Centers LLC, located in California. The sponsor's EIN is 842968604 and the plan operates in the Healthcare & Social Assistance industry.
How did Sierra Health and Wellness Centers LLC 401(k) P/S Plan perform in 2022?
Sierra Health and Wellness Centers LLC 401(k) P/S Plan grew by 315.4% during 2022, moving from $151K to $627K in total assets. Net income was $476K.
Where can I find official filings for Sierra Health and Wellness Centers LLC 401(k) P/S Plan?
Official Form 5500 filings for Sierra Health and Wellness Centers LLC 401(k) P/S Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 842968604 or plan name at efast.dol.gov.
How does Sierra Health and Wellness Centers LLC 401(k) P/S Plan compare to other plans?
You can compare Sierra Health and Wellness Centers LLC 401(k) P/S Plan against other 401(k) 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) โ€” original filing retrieval by EIN 842968604.

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

Reference: IRS Publication 590-B โ€” 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.