Other · DOL Form 5500 · 2023

Sequoia Living Inc. Retirement Plan

Data updated 2026-08-11

$33M
Total assets
470
Participants
80th
Percentile by assets
$69,930
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Sequoia Living Inc. 403(b) Plan · Sponsored by Sequoia Living Inc. · California · Healthcare & Social Assistance

$33M in assets, 470 participants

Sequoia Living Inc.'s Sequoia Living Inc. 403(b) Plan reported $33M in total assets and 470 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 127,072 plans)
  • #14,741 in Healthcare & Social Assistance (17,684 peers)

Where Sequoia Living Inc. 403(b) Plan sits by assets

Sequoia Living Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $33M for 470 participants (~$69,930/participant), up 27.0% in 2023.

$33M
total plan assets (2023 EOY)
470
covered participants
80th
percentile by assets (of 127,072 plans)
$69,930
avg assets per participant

Where Sequoia Living Inc. 403(b) Plan sits by total assets

Sequoia Living Inc. 403(b) Plan vs every filed plan by assets

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

$32,867,024 Top 20% higher than 80% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sequoia Living Inc. 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sequoia Living Inc. 403(b) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Sequoia Living Inc. 403(b) Plan reported participants fell from 475 in the plan year 2022 filing to 470 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Sequoia Living Inc. 403(b) Plan vs the 2023 asset distribution

By assets, Sequoia Living Inc. 403(b) Plan outranks 80% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN941437728
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sequoia Living Inc.)

$90M$100M$110M$120M$130M 202220232024 $93.8M $118M ▲ +25.4%
Total plan assets by year, all Sequoia Living Inc. plans on file
Year Plans Participants Total Assets
2022 3 915 $94M
2023 3 845 $109M
2024 3 806 $118M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Sequoia Living Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sequoia Living Inc. …, Total assets ($B): 0.032867024 · Participants: 470Sequoia Living Inc. …Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
Sequoia Living Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Sequoia Living Inc. 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sequoia Living Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Sequoia Living Inc. 403(b) Plan assets move in 2023? ▼
Sequoia Living Inc. 403(b) Plan grew sharply - up 27.0% during 2023, from $26M to $33M. Reported net income was $7M.
How have Sequoia Living Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sequoia Living Inc.'s sponsor-wide assets grew 25.4%, from $94M to $118M.
Where does Sequoia Living Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Sequoia Living Inc. 403(b) Plan ranks in the 80th 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 Other plans are similar in size to Sequoia Living Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan in OH ($33M, 670 participants).

Next read for Sequoia Living Inc. 403(b) Plan

Scale reading

Ways to act on Sequoia Living Inc. 403(b) Plan's numbers.

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 941437728.

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.