401(k) · DOL Form 5500 · 2023

Sequoia Equities Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
402
Participants Below avg headcount
72nd
Percentile by assets National rank
$48,958
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sequoia Equities 401(k) Plan · Sponsored by Sequoia Equities Inc. · California · Real Estate

$20M in assets, 402 participants

Sequoia Equities Inc.'s Sequoia Equities 401(k) Plan reported $20M in total assets and 402 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,098 in Real Estate (4,727 peers)

Sequoia Equities Inc. multi-year trail

Sequoia Equities Inc.'s plans moved +53.4% in assets from 2022 to 2024; this filing shows Sequoia Equities 401(k) Plan at $20M / 402 participants.

#4,098
in Real Estate (4,727 peers)
+28.5%
assets growth YoY

Sequoia Equities 401(k) Plan's outsized position by total assets

Sequoia Equities 401(k) Plan vs every filed plan by assets

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

$19,681,295 Top 28% higher than 72% 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

Sequoia Equities 401(k) 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 Equities 401(k) Plan sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sequoia Equities 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sequoia Equities 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Sequoia Equities 401(k) Plan reported participants rose from 388 in the plan year 2022 filing to 402 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942223344 · Sequoia Equities Inc. PY 2023 · 401(k)

Sequoia Equities 401(k) Plan · $20M · 402 · 72nd

  • BOOK $20M
  • BOOK 402
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near W.E. Bowers & Associates Union Retirement Plan
  • BOOK ind #4098

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 Real Estate retirement plans → · Plans in California →

Sequoia Equities 401(k) Plan in the asset neighbourhood

Sequoia Equities 401(k) Plan$20MW.E. Bowers & Associates Union Retirement PlanW.E. Bowers & Associates Uni…$20MLovelace Scientific Resources 401(k) PlanLovelace Scientific Resource…$20MFederation Employees' Retirement Savings PlanFederation Employees' Retire…$20MMainetoday Media 401(k) Plan$20M
End-of-year total assets ($M) among Sequoia Equities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sequoia Equities Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sequoia Equities Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 53.42363479836196% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $23.5M ▲ +53.4%
Year Plans Participants Total Assets
2022 1 388 $15M
2023 1 402 $20M
2024 1 415 $24M

Sequoia Equities Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN942223344
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sequoia Equities 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sequoia Equities 401(k) Plan, Total assets ($B): 0.019681295 · Participants: 402Sequoia Equities 401(k) 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
Sequoia Equities 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sequoia Equities 401(k) Plan side-by-side with 3 peers →

Sequoia Equities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is W.E. Bowers & Associates Union Retirement Plan in MD ($20M); by covered participants it is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (402 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 Sequoia Equities 401(k) Plan assets move in 2023? ▼
Sequoia Equities 401(k) Plan grew sharply - up 28.5% during 2023, from $15M to $20M. Reported net income was $4M.
How have Sequoia Equities Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sequoia Equities Inc.'s sponsor-wide assets grew 53.4%, from $15M to $24M.
Which 401(k) plans are similar in size to Sequoia Equities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is W.E. Bowers & Associates Union Retirement Plan in MD ($20M, 1,192 participants).
Which 401(k) plans cover a similar participant headcount to Sequoia Equities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants, $105M 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 942223344.

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.