401(k) · DOL Form 5500 · 2023

Sequoia Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
181
Participants Below avg headcount
76th
Percentile by assets National rank
$131,711
Avg per participant Near avg balance/head
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Official DOL plan name: Sequoia Financial Group, LLC 401(k) Plan · Sponsored by Sequoia Financial Group, LLC · Ohio · Finance & Insurance

$24M in assets, 181 participants

Sequoia Financial Group, LLC's Sequoia Financial Group, LLC 401(k) Plan reported $24M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,611 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Sequoia Financial Group, LLC 401(k) Plan covers 181 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#5,611
in Finance & Insurance (8,869 peers)
+34.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sequoia Financial Group, LLC 401(k) Plan's outsized position by total assets

Sequoia Financial Group, LLC 401(k) Plan vs every filed plan by assets

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

$23,839,746 Top 24% higher than 76% 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

Sequoia Financial Group, LLC 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. Sequoia Financial Group, LLC 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sequoia Financial Group, LLC 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sequoia Financial Group, LLC 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Sequoia Financial Group, LLC 401(k) Plan reported participants rose from 155 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341913858 · Sequoia Financial Group, LLC PY 2023 · 401(k)

Sequoia Financial Group, LLC 401(k) Plan · $24M · 181 · 76th

  • BOY $24M
  • BOY 181
  • BOY 76th
  • BOY 401(k)
  • BOY near Mixpanel, Inc 401(k) & Profit Sharing Plan
  • BOY ind #5611

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 Ohio →

Sequoia Financial Group, LLC 401(k) Plan in the asset neighbourhood

Sequoia Financial Group, LLC 401(k) PlanSequoia Financial Group, LLC…$24MMixpanel, Inc 401(k) & Profit Sharing PlanMixpanel, Inc 401(k) & Profi…$24MLxp Industrial Trust 401(k) PlanLxp Industrial Trust 401(k) …$24MStandard Meat Company 401(k) Plan & TrustStandard Meat Company 401(k)…$24MHigher Logic Retirement Plan$24M
End-of-year total assets ($M) among Sequoia Financial Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$24M
Net Income$6M
Employer EIN341913858
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sequoia Financial Group, LLC)

Sponsor-wide plan assets over time

All Sequoia Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 93.9216550161326% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.8M $34.4M ▲ +93.9%
Year Plans Participants Total Assets
2022 1 155 $18M
2023 1 181 $24M
2024 1 279 $34M

Nearby 401(k) Plans in Ohio

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

Sequoia Financial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Sequoia Financial Group, LLC 401(k) Plan, Total assets ($B): 0.023839746 · Participants: 181Sequoia Financial Group, LLC 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
Sequoia Financial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sequoia Financial Group, LLC 401(k) Plan side-by-side with 3 peers →

Sequoia Financial Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Mixpanel, Inc 401(k) & Profit Sharing Plan in CA ($24M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Sequoia Financial Group, LLC 401(k) Plan assets move in 2023? ▼
Sequoia Financial Group, LLC 401(k) Plan surged - up 34.3% during 2023, from $18M to $24M. Reported net income was $6M.
How have Sequoia Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sequoia Financial Group, LLC's sponsor-wide assets grew 93.9%, from $18M to $34M.
Where does Sequoia Financial Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sequoia Financial Group, LLC 401(k) Plan ranks in the 76th 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 Sequoia Financial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mixpanel, Inc 401(k) & Profit Sharing Plan in CA ($24M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Sequoia Financial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 participants, N/A 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 341913858.

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.