Defined Benefit (Pension) · DOL Form 5500 · 2023
Sequoia Living Inc. Pension Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 335
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $201,832
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for the Employees of Sequoia Living Inc. · Sponsored by Sequoia Living Inc. · California · Healthcare & Social Assistance
$68M in assets, 335 participants
Sequoia Living Inc.'s Retirement Plan for the Employees of Sequoia Living Inc. reported $68M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,921 in Healthcare & Social Assistance (17,684 peers)
Where Retirement Plan for the Employees of Sequoia Living Inc. sits by assets
Retirement Plan for the Employees of Sequoia Living Inc. sits in the top quartile of all filed plans by assets, $68M for 335 participants (~$201,832/participant), up 13.2% in 2023.
- #15,921
- in Healthcare & Social Assistance (17,684 peers)
- +13.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Retirement Plan for the Employees of Sequoia Living Inc.'s outsized position by total assets
Retirement Plan for the Employees of Sequoia Living Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$67,613,726 Top 12% higher than 88% 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
Retirement Plan for the Employees of Sequoia Living Inc. 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. Retirement Plan for the Employees of Sequoia Living Inc. sits mid-pack in the medium band (335 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for the Employees of Sequoia Living Inc. reported net income rose from -$40M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Retirement Plan for the Employees of Sequoia Living Inc. reported participants fell from 395 in the plan year 2022 filing to 335 in the plan year 2023 filing.
- Retirement Plan for the Employees of Sequoia Living Inc. end-of-year assets rose from $60M in the plan year 2022 filing to $68M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 941437728 · Sequoia Living Inc. PY 2023 · Defined Benefit (Pension)
Retirement Plan for the Employees of Sequoia Living Inc. · $68M · 335 · 88th
- NET $68M
- BOOK 335
- VS-ST 88th
- BOY Defined Benefit (Pension)
- SCH near 32bj/Broadway League Pension Fund
- EBSA ind #15921
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 →
Retirement Plan for the Employees of Sequoia Living Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $8M |
| Employer EIN | 941437728 |
| Plan Effective Date | 1966-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sequoia Living Inc.)
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 |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Retirement Plan for the Employees of Sequoia Living Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is 32bj/Broadway League Pension Fund in NY ($68M); by covered participants it is A&b Enhanced Partner Cash Balance Pension Plan in GA (335 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- 32bj/Broadway League Pension Fund (NY) $68M · 1,004
- Copic Companies Defined Benefit Pension Plan and Trust (CO) $68M · 109
- Armed Forces Benefit Association Employee Pension Plan (VA) $68M · 166
- Tuality Healthcare Retirement Plan (OR) $67M · 253
Similar participant headcount
Nearest other-state filings by covered participants (335 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.