Profit Sharing · DOL Form 5500 · 2023

Sierra Four Investment Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$124K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$62,138
Avg per participant Low balance/head
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Official DOL plan name: Sierra Four Investment Group, Inc. Retirement Plan · Sponsored by Sierra Four Investment Group, Inc. · Texas · Management of Enterprises

$124K in assets, 2 participants

Sierra Four Investment Group, Inc.'s Sierra Four Investment Group, Inc. Retirement Plan reported $124K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #52 in Management of Enterprises (1,137 peers)

Sierra Four Investment Group, Inc. multi-year trail

Sierra Four Investment Group, Inc.'s plans moved +28.7% in assets from 2022 to 2024; this filing shows Sierra Four Investment Group, Inc. Retirement Plan at $124K / 2 participants.

#52
in Management of Enterprises (1,137 peers)
+36.7%
assets growth YoY

Sierra Four Investment Group, Inc. Retirement Plan among the smaller filed plans by assets

Sierra Four Investment Group, Inc. Retirement Plan vs every filed plan by assets

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

$124,275 8th percentile higher than 8% 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 Four Investment Group, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Four Investment Group, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sierra Four Investment Group, Inc. Retirement Plan reported net income rose from -$36K in the plan year 2022 filing to $33K in the plan year 2023 filing.
  • Sierra Four Investment Group, Inc. Retirement Plan end-of-year assets rose from $91K in the plan year 2022 filing to $124K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463934667 · Sierra Four Investment Group, Inc. PY 2023 · Profit Sharing

Sierra Four Investment Group, Inc. Retirement Plan · $124K · 2 · 8th

  • ASSETS $124K
  • ASSETS 2
  • ASSETS 8th
  • ASSETS Profit Sharing
  • ASSETS near Jose N Lugo Montalvo Retirement Plan
  • ASSETS ind #52

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 Management of Enterprises retirement plans → · Plans in Texas →

Sierra Four Investment Group, Inc. Retirement Plan in the asset neighbourhood

Sierra Four Investment Group, Inc. Retirement PlanSierra Four Investment Group…$124KJose N Lugo Montalvo Retirement PlanJose N Lugo Montalvo Retirem…$124KJumpstart Corporation Retirement PlanJumpstart Corporation Retire…$124KAnam Cara Corp. Retirement PlanAnam Cara Corp. Retirement P…$124KAmerican Vision Express Profit Sharing Retirement PlanAmerican Vision Express Prof…$124K
End-of-year total assets ($M) among Sierra Four Investment Group, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sierra Four Investment Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sierra Four Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117K 28.71287128712871% vs 2022
2024 filing year
$0.08M$0.09M$0.1M$0.11M$0.12M$0.13M 202220232024 $0.09M $0.12M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 2 $91K
2023 1 2 $124K
2024 1 2 $117K

Sierra Four Investment Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$91K
Net Assets (End of Year)$124K
Net Income$33K
Employer EIN463934667
Plan Effective Date2013-10-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Sierra Four Investment Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Sierra Four Investment Group, Inc. Retirement Plan, Total assets ($B): 0.000124275 · Participants: 2Sierra Four Investment Group, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Sierra Four Investment Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Sierra Four Investment Group, Inc. Retirement Plan side-by-side with 3 peers →

Sierra Four Investment Group, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Jose N Lugo Montalvo Retirement Plan in PR ($124K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Four Investment Group, Inc. Retirement Plan assets move in 2023? ▼
Sierra Four Investment Group, Inc. Retirement Plan surged - up 36.7% during 2023, from $91K to $124K. Reported net income was $33K.
How have Sierra Four Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Four Investment Group, Inc.'s sponsor-wide assets grew 28.7%, from $91K to $117K.
Where does Sierra Four Investment Group, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sierra Four Investment Group, Inc. Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sierra Four Investment Group, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose N Lugo Montalvo Retirement Plan in PR ($124K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Sierra Four Investment Group, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 463934667.

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.