401(k) · DOL Form 5500 · 2023

Bank of the Sierra 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
483
Participants Below avg headcount
83rd
Percentile by assets National rank
$80,224
Avg per participant Below avg balance/head
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Official DOL plan name: Bank of the Sierra Savings Plan · Sponsored by Bank of the Sierra · California · Finance & Insurance

$39M in assets, 483 participants

Bank of the Sierra's Bank of the Sierra Savings Plan reported $39M in total assets and 483 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,512 in Finance & Insurance (8,869 peers)

Where Bank of the Sierra Savings Plan sits by assets

Bank of the Sierra Savings Plan sits in the top quartile of all filed plans by assets, $39M for 483 participants (~$80,224/participant), up 9.2% in 2023.

#6,512
in Finance & Insurance (8,869 peers)
+9.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bank of the Sierra Savings Plan's outsized position by total assets

Bank of the Sierra Savings Plan vs every filed plan by assets

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

$38,748,134 Top 17% higher than 83% 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

Bank of the Sierra Savings 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. Bank of the Sierra Savings Plan sits mid-pack in the medium band (483 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of the Sierra Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bank of the Sierra Savings Plan end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Bank of the Sierra Savings Plan reported participants rose from 453 in the plan year 2022 filing to 483 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942431437 · Bank of the Sierra PY 2023 · 401(k)

Bank of the Sierra Savings Plan · $39M · 483 · 83rd

  • NET $39M
  • NET 483
  • NET 83rd
  • NET 401(k)
  • NET near Sandridge Energy, Inc. 401(k) Plan
  • NET ind #6512

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 →

Bank of the Sierra Savings Plan in the asset neighbourhood

Bank of the Sierra Savings PlanBank of the Sierra Savings P…$39MSandridge Energy, Inc. 401(k) PlanSandridge Energy, Inc. 401(k…$39MAstronova, Inc. Retirement Savings PlanAstronova, Inc. Retirement S…$39MRettew Associates Inc 401(k) & Profit Sharing PlanRettew Associates Inc 401(k)…$39MWebco Group Holdings, Inc. ESOP/401(k) PlanWebco Group Holdings, Inc. E…$39M
End-of-year total assets ($M) among Bank of the Sierra Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$3M
Employer EIN942431437
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of the Sierra)

Sponsor-wide plan assets over time

All Bank of the Sierra plans reported in each filing year

Latest sponsor-wide plan assets
$42M 19.398140612771737% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.5M $42.4M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 453 $35M
2023 1 483 $39M
2024 1 474 $42M

Nearby 401(k) Plans in California

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

Bank of the Sierra Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bank of the Sierra Savings Plan, Total assets ($B): 0.038748134 · Participants: 483Bank of the Sierra 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
Bank of the Sierra Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bank of the Sierra Savings Plan side-by-side with 3 peers →

Bank of the Sierra Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sandridge Energy, Inc. 401(k) Plan in OK ($39M); by covered participants it is Continuums Foundation Employee 401(k) Savings Trust in MN (483 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (483 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 Bank of the Sierra Savings Plan assets move in 2023? ▼
Bank of the Sierra Savings Plan grew at a solid clip - up 9.2% during 2023, from $35M to $39M. Reported net income was $3M.
How have Bank of the Sierra plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of the Sierra's sponsor-wide assets grew 19.4%, from $35M to $42M.
Where does Bank of the Sierra Savings Plan rank by assets among Form 5500 filers? ▼
Bank of the Sierra Savings Plan ranks in the 83rd 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 Bank of the Sierra Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sandridge Energy, Inc. 401(k) Plan in OK ($39M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Bank of the Sierra Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Continuums Foundation Employee 401(k) Savings Trust in MN (483 participants, $14M 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 942431437.

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.