401(k) · DOL Form 5500 · 2023
Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou 401(k) Plan
Data updated 2026-08-11
- $90M
- Total assets
- 717
- Participants
- 91st
- Percentile by assets
- $125,398
- Avg per participant
Official DOL plan name: Sequoia Consulting Group 401(k) Plan · Sponsored by Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou · California · Finance & Insurance
$90M in assets, 717 participants
Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou's Sequoia Consulting Group 401(k) Plan reported $90M in total assets and 717 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 127,072 plans)
- #7,575 in Finance & Insurance (8,869 peers)
Where Sequoia Consulting Group 401(k) Plan sits by assets
Sequoia Consulting Group 401(k) Plan sits in the top 10% of all filed plans by assets, $90M for 717 participants (~$125,398/participant), up 46.7% in 2023.
- $90M
- total plan assets (2023 EOY)
- 717
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $125,398
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sequoia Consulting Group 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Sequoia Consulting Group 401(k) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- Sequoia Consulting Group 401(k) Plan reported participants rose from 494 in the plan year 2022 filing to 717 in the plan year 2023 filing.
Sequoia Consulting Group 401(k) Plan vs the 2023 asset distribution
By assets, Sequoia Consulting Group 401(k) Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $29M |
| Employer EIN | 943397213 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 494 | $61M |
| 2023 | 1 | 717 | $90M |
| 2024 | 1 | 786 | $115M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sequoia Consulting Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sequoia Consulting Group 401(k) Plan by total assets, not by location.
- Dayton Superior Corporation Savings Plan (OH) $90M · 1,093
- Employee Retirement Savings Plan (VA) $90M · 675
- Greenwich Associates 401(k) Retirement Savings Plan (CT) $90M · 146
- Fortitude Re 401(k) Plan (NJ) $90M · 501
Frequently Asked Questions
How did Sequoia Consulting Group 401(k) Plan assets move in 2023? ▼
How have Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou plan assets changed over time? ▼
Where does Sequoia Consulting Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sequoia Consulting Group 401(k) Plan? ▼
Next read for Sequoia Consulting Group 401(k) Plan
Scale reading
Ways to act on Sequoia Consulting Group 401(k) Plan's numbers.
- By total assets, Sequoia Consulting Group 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou's sponsor-wide assets have grown 88.4% since 2022 across 3 plan years on file. More Finance & Insurance plans