401(k) · DOL Form 5500 · 2023

Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
717
Participants Below avg headcount
91st
Percentile by assets National rank
$125,398
Avg per participant Near avg balance/head
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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.

  • #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.

#7,575
in Finance & Insurance (8,869 peers)
+46.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Sequoia Consulting Group 401(k) Plan's outsized position by total assets

Sequoia Consulting Group 401(k) Plan vs every filed plan by assets

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

$89,910,373 Top 9% higher than 91% 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 Consulting Group 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 Consulting Group 401(k) Plan sits mid-pack in the medium band (717 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943397213 · Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou PY 2023 · 401(k)

Sequoia Consulting Group 401(k) Plan · $90M · 717 · 91st

  • NET $90M
  • NET 717
  • NET 91st
  • NET 401(k)
  • NET near Dayton Superior Corporation Savings Plan
  • NET ind #7575

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 →

Sequoia Consulting Group 401(k) Plan in the asset neighbourhood

Fortitude Re 401(k) Plan$90MDayton Superior Corporation Savings PlanDayton Superior Corporation …$90MEmployee Retirement Savings PlanEmployee Retirement Savings …$90MSequoia Consulting Group 401(k) PlanSequoia Consulting Group 401…$90MGreenwich Associates 401(k) Retirement Savings PlanGreenwich Associates 401(k) …$90M
End-of-year total assets ($M) among Sequoia Consulting Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$90M
Net Income$29M
Employer EIN943397213
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou)

Sponsor-wide plan assets over time

All Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou plans reported in each filing year

Latest sponsor-wide plan assets
$115M 88.42605430393186% vs 2022
2024 filing year
$40M$60M$80M$100M$120M$140M 202220232024 $61.3M $115M ▲ +88.4%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sequoia Consulting Group 401(k) Plan, Total assets ($B): 0.089910373 · Participants: 717Sequoia Consulting Group 401(k) 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
Sequoia Consulting Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sequoia Consulting Group 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Dayton Superior Corporation Savings Plan in OH ($90M); by covered participants it is B&r Global Services LLC 401(k) Plan in NV (717 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (717 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 Consulting Group 401(k) Plan assets move in 2023? ▼
Sequoia Consulting Group 401(k) Plan surged - up 46.7% during 2023, from $61M to $90M. Reported net income was $29M.
How have Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou's sponsor-wide assets grew 88.4%, from $61M to $115M.
Where does Sequoia Consulting Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Sequoia Consulting Group 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sequoia Consulting Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dayton Superior Corporation Savings Plan in OH ($90M, 1,093 participants).
Which 401(k) plans cover a similar participant headcount to Sequoia Consulting Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B&r Global Services LLC 401(k) Plan in NV (717 participants, $6M 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 943397213.

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.