401(k) · DOL Form 5500 · 2023

Sierra Lobo, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
431
Participants Below avg headcount
84th
Percentile by assets National rank
$100,371
Avg per participant Below avg balance/head
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Official DOL plan name: Sierra Lobo, Inc. 401(k) Plan · Sponsored by Sierra Lobo, Inc. · Ohio · Professional & Technical Services

$43M in assets, 431 participants

Sierra Lobo, Inc.'s Sierra Lobo, Inc. 401(k) Plan reported $43M in total assets and 431 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,269 in Professional & Technical Services (20,321 peers)

Where Sierra Lobo, Inc. 401(k) Plan sits by assets

Sierra Lobo, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 431 participants (~$100,371/participant), up 13.9% in 2023.

#17,269
in Professional & Technical Services (20,321 peers)
+13.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sierra Lobo, Inc. 401(k) Plan's outsized position by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$43,259,746 Top 16% higher than 84% of 127,068 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 2023

Sierra Lobo, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Lobo, Inc. 401(k) Plan sits mid-pack in the medium band (431 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sierra Lobo, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sierra Lobo, Inc. 401(k) Plan reported participants rose from 146 in the plan year 2022 filing to 431 in the plan year 2023 filing.
  • Sierra Lobo, Inc. 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341759655 · Sierra Lobo, Inc. PY 2023 · 401(k)

Sierra Lobo, Inc. 401(k) Plan · $43M · 431 · 84th

  • ASSETS $43M
  • PCT 431
  • EIN 84th
  • RANK 401(k)
  • PHOTO near Oklahoma Blood Institute 401(k) Plan
  • IND ind #17269

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 Professional & Technical Services retirement plans → · Plans in Ohio →

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

Oklahoma Blood Institute 401(k) PlanOklahoma Blood Institute 401…$43MOia Retirement and Savings PlanOia Retirement and Savings P…$43MSierra Lobo, Inc. 401(k) Plan$43MTraxys North America LLC 401(k) and Profit Sharing PlanTraxys North America LLC 401…$43MSilver Oak Cellars 401(k) Profit Sharing PlanSilver Oak Cellars 401(k) Pr…$43M
End-of-year total assets ($M) among Sierra Lobo, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$5M
Employer EIN341759655
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Lobo, Inc.)

Sponsor-wide plan assets over time

All Sierra Lobo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 27.968740512592905% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38M $48.6M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 146 $38M
2023 1 431 $43M
2024 1 538 $49M

Nearby 401(k) Plans in Ohio

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

Sierra Lobo, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Sierra Lobo, Inc. 401(k) Plan, Total assets ($B): 0.043259746 · Participants: 431Sierra Lobo, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Sierra Lobo, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sierra Lobo, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Oklahoma Blood Institute 401(k) Plan in OK ($43M); by covered participants it is Freeport Lng 401(k) Plan in TX (431 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (431 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sierra Lobo, Inc. 401(k) Plan assets move in 2023? ▼
Sierra Lobo, Inc. 401(k) Plan grew at a solid clip - up 13.9% during 2023, from $38M to $43M. Reported net income was $5M.
How have Sierra Lobo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Lobo, Inc.'s sponsor-wide assets grew 28.0%, from $38M to $49M.
Where does Sierra Lobo, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sierra Lobo, Inc. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sierra Lobo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oklahoma Blood Institute 401(k) Plan in OK ($43M, 903 participants).
Which 401(k) plans cover a similar participant headcount to Sierra Lobo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Freeport Lng 401(k) Plan in TX (431 participants, $94M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341759655.

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.