401(k) · DOL Form 5500 · 2023

Sierra Ventures Management III, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
12
Participants Small participant base
61st
Percentile by assets National rank
$914,937
Avg per participant High balance/head
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Official DOL plan name: Sierra Ventures Management III LLC Deferred Savings Plan · Sponsored by Sierra Ventures Management III, LLC · California · Finance & Insurance

$11M in assets, 12 participants

Sierra Ventures Management III, LLC's Sierra Ventures Management III LLC Deferred Savings Plan reported $11M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,022 in Finance & Insurance (8,869 peers)

Sierra Ventures Management III, LLC multi-year trail

Sierra Ventures Management III, LLC's plans moved +25.6% in assets from 2022 to 2024; this filing shows Sierra Ventures Management III LLC Deferred Savings Plan at $11M / 12 participants.

#4,022
in Finance & Insurance (8,869 peers)
+9.7%
assets growth YoY

Sierra Ventures Management III LLC Deferred Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Sierra Ventures Management III LLC Deferred Savings Plan vs every filed plan by assets

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

$10,979,246 Top 39% higher than 61% 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 Ventures Management III LLC Deferred Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Ventures Management III LLC Deferred Savings Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sierra Ventures Management III LLC Deferred Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $970K in the plan year 2023 filing.
  • Sierra Ventures Management III LLC Deferred Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sierra Ventures Management III LLC Deferred Savings Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 454908700 · Sierra Ventures Management III, LLC PY 2023 · 401(k)

Sierra Ventures Management III LLC Deferred Savings Plan · $11M · 12 · 61st

  • EBSA $11M
  • EBSA 12
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near Vorteq Coil Finishers, LLC Profit Sharing and Savings Plan
  • EBSA ind #4022

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 Finance & Insurance retirement plans → · Plans in California →

Sierra Ventures Management III LLC Deferred Savings Plan in the asset neighbourhood

Sierra Ventures Management III LLC Deferred Savings PlanSierra Ventures Management I…$11MVorteq Coil Finishers, LLC Profit Sharing and Savings PlanVorteq Coil Finishers, LLC P…$11MJay Industries, Inc. Profit Sharing & 401(k) PlanJay Industries, Inc. Profit …$11MUbt Bancshares, Inc. Profit Sharing/401(k) Plan and TrustUbt Bancshares, Inc. Profit …$11MEvolve Ip, LLC 401(k) Plan$11M
End-of-year total assets ($M) among Sierra Ventures Management III LLC Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sierra Ventures Management III, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sierra Ventures Management III, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 25.623190015931556% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10M $12.6M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 13 $10M
2023 1 12 $11M
2024 1 15 $13M

Sierra Ventures Management III, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$970K
Employer EIN454908700
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sierra Ventures Management III LLC Deferred Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sierra Ventures Management III LLC Deferred Savings Plan, Total assets ($B): 0.010979246 · Participants: 12Sierra Ventures Management III LLC Deferred Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sierra Ventures Management III LLC Deferred Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sierra Ventures Management III LLC Deferred Savings Plan side-by-side with 3 peers →

Sierra Ventures Management III LLC Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Vorteq Coil Finishers, LLC Profit Sharing and Savings Plan in PA ($11M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Ventures Management III LLC Deferred Savings Plan assets move in 2023? ▼
Sierra Ventures Management III LLC Deferred Savings Plan grew at a solid clip - up 9.7% during 2023, from $10M to $11M. Reported net income was $970K.
How have Sierra Ventures Management III, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Ventures Management III, LLC's sponsor-wide assets grew 25.6%, from $10M to $13M.
Which 401(k) plans are similar in size to Sierra Ventures Management III LLC Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vorteq Coil Finishers, LLC Profit Sharing and Savings Plan in PA ($11M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Sierra Ventures Management III LLC Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 454908700.

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.