401(k) · DOL Form 5500 · 2023

Sequence, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
225
Participants Below avg headcount
71st
Percentile by assets National rank
$80,624
Avg per participant Below avg balance/head
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Official DOL plan name: Sequence, Inc. 401(k) Ps Plan · Sponsored by Sequence, Inc. · North Carolina · Professional & Technical Services

$18M in assets, 225 participants

Sequence, Inc.'s Sequence, Inc. 401(k) Ps Plan reported $18M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,302 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Sequence, Inc. 401(k) Ps Plan covers 225 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.

#14,302
in Professional & Technical Services (20,321 peers)
+23.7%
assets growth YoY

Sequence, Inc. 401(k) Ps Plan's outsized position by total assets

Sequence, Inc. 401(k) Ps Plan vs every filed plan by assets

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

$18,140,427 Top 29% higher than 71% 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

Sequence, Inc. 401(k) Ps 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. Sequence, Inc. 401(k) Ps Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sequence, Inc. 401(k) Ps Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sequence, Inc. 401(k) Ps Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Sequence, Inc. 401(k) Ps Plan reported participants rose from 185 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470870575 · Sequence, Inc. PY 2023 · 401(k)

Sequence, Inc. 401(k) Ps Plan · $18M · 225 · 71st

  • 5500 $18M
  • 5500 225
  • 5500 71st
  • 5500 401(k)
  • 5500 near 365 Data Centers 401(k) Plan
  • 5500 ind #14302

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 North Carolina →

Sequence, Inc. 401(k) Ps Plan in the asset neighbourhood

Sequence, Inc. 401(k) Ps Plan$18M365 Data Centers 401(k) Plan$18MBoyer Food Markets 401(k) PlanBoyer Food Markets 401(k) Pl…$18MPantheon Systems, Inc. 401(k) PlanPantheon Systems, Inc. 401(k…$18MCreed 2.0 Dba Creed Monarch 401(k) Retirement Savings PlanCreed 2.0 Dba Creed Monarch …$18M
End-of-year total assets ($M) among Sequence, Inc. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN470870575
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sequence, Inc.)

Sponsor-wide plan assets over time

All Sequence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 58.32463326768739% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.7M $23.2M ▲ +58.3%
Year Plans Participants Total Assets
2022 1 185 $15M
2023 1 225 $18M
2024 1 238 $23M

Nearby 401(k) Plans in North Carolina

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

Sequence, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sequence, Inc. 401(k) Ps Plan, Total assets ($B): 0.018140427 · Participants: 225Sequence, Inc. 401(k) Ps PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Sequence, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sequence, Inc. 401(k) Ps Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is 365 Data Centers 401(k) Plan in CT ($18M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Sequence, Inc. 401(k) Ps Plan assets move in 2023? ▼
Sequence, Inc. 401(k) Ps Plan grew sharply - up 23.7% during 2023, from $15M to $18M. Reported net income was $3M.
How have Sequence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sequence, Inc.'s sponsor-wide assets grew 58.3%, from $15M to $23M.
Which 401(k) plans are similar in size to Sequence, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is 365 Data Centers 401(k) Plan in CT ($18M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Sequence, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K 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 470870575.

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.