Other · DOL Form 5500 · 2023
Sequoia Living Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $202,015
- Avg per participant Above avg balance/head
Official DOL plan name: Ncphs Tax Sheltered Annuity Plan · Sponsored by Sequoia Living Inc. · California · Healthcare & Social Assistance
$8M in assets, 40 participants
Sequoia Living Inc.'s Ncphs Tax Sheltered Annuity Plan reported $8M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,527 in Healthcare & Social Assistance (17,684 peers)
Sequoia Living Inc. multi-year trail
Sequoia Living Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Ncphs Tax Sheltered Annuity Plan at $8M / 40 participants.
- #10,527
- in Healthcare & Social Assistance (17,684 peers)
- -1.9%
- assets change YoY
The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ncphs Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ncphs Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,080,589 Top 46% higher than 54% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ncphs Tax Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ncphs Tax Sheltered Annuity Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ncphs Tax Sheltered Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to -$156K in the plan year 2023 filing.
- Ncphs Tax Sheltered Annuity Plan reported participants fell from 45 in the plan year 2022 filing to 40 in the plan year 2023 filing.
- Ncphs Tax Sheltered Annuity Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 941437728 · Sequoia Living Inc. PY 2023 · Other
Ncphs Tax Sheltered Annuity Plan · $8M · 40 · 54th
- 5500 $8M
- 5500 40
- 5500 54th
- 5500 Other
- 5500 near Retirement Plan of Action for a Better Community, Inc.
- 5500 ind #10527
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Ncphs Tax Sheltered Annuity Plan in the asset neighbourhood
Sequoia Living Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sequoia Living Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 25.42716346867493% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 915 | $94M |
| 2023 | 3 | 845 | $109M |
| 2024 | 3 | 806 | $118M |
Sequoia Living Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$156K |
| Employer EIN | 941437728 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Ncphs Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Retirement Plan of Action for a Better Community, Inc. in NY ($8M); by covered participants it is Harbor Country Day School 403(b) DC Plan in NY (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Retirement Plan of Action for a Better Community, Inc. (NY) $8M · 277
- Bertrand Chaffee Hospital 403 B Retirement Plan (NY) $8M · 192
- Vpchc 403b Plan (IN) $8M · 242
- Woodfords Family Services 403b Plan (ME) $8M · 389
Similar participant headcount
Nearest other-state filings by covered participants (40 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.