Other · DOL Form 5500 · 2023
Sequoia Living Inc. Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 470
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $69,930
- Avg per participant Below avg balance/head
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.
- #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.
- #14,741
- in Healthcare & Social Assistance (17,684 peers)
- +27.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sequoia Living Inc. 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sequoia Living Inc. 403(b) 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 Living Inc. 403(b) Plan sits mid-pack in the medium band (470 participants).
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.
Published 5500 schedule card
Filing strip 941437728 · Sequoia Living Inc. PY 2023 · Other
Sequoia Living Inc. 403(b) Plan · $33M · 470 · 80th
- EOY $33M
- 5500 470
- ASSETS 80th
- PCT Other
- EIN near Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan
- RANK ind #14741
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 →
Sequoia Living Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $7M |
| Employer EIN | 941437728 |
| Plan Effective Date | 2012-01-01 |
| 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 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
Sequoia Living Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan in OH ($33M); by covered participants it is Lutheran Home & Harwood Place 403(b) Plan in WI (470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Mary Rutan Health Association of Logan County Tax Deferred Annuity Plan (OH) $33M · 670
- American Meteorological Society Defined Contribution Retirement Plan (MA) $33M · 86
- Connecticut Public Broadcasting Inc 403(b) Plan (CT) $33M · 112
- Texas Scottish Rite Hospital for Children 401(a) Plan (TX) $33M · 1,040
Similar participant headcount
Nearest other-state filings by covered participants (470 participants); asset peers above are excluded.
- Lutheran Home & Harwood Place 403(b) Plan (WI) 470 · 0 off
- Urban Affairs Coalition 403(b) Retirement Plan (PA) 470 · 0 off
- Bellarmine University Defined Contribution Plan (KY) 471 · 1 off
- Summitstone Health Partners 403(b) Retirement Plan (CO) 471 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.