Defined Benefit (Pension) · DOL Form 5500 · 2023

Sierra Sheets, LLC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2
Participants Small participant base
47th
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
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Official DOL plan name: Sierra Sheets, LLC Defined Benefit Pension Plan · Sponsored by Sierra Sheets, LLC · California · Professional & Technical Services

$6M in assets, 2 participants

Sierra Sheets, LLC's Sierra Sheets, LLC Defined Benefit Pension Plan reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,283 in Professional & Technical Services (20,321 peers)

Sierra Sheets, LLC multi-year trail

Sierra Sheets, LLC's plans moved +28.7% in assets from 2022 to 2024; this filing shows Sierra Sheets, LLC Defined Benefit Pension Plan at $6M / 2 participants.

#9,283
in Professional & Technical Services (20,321 peers)
+0.7%
assets growth YoY

Sierra Sheets, LLC Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sierra Sheets, LLC Defined Benefit Pension Plan vs every filed plan by assets

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

$5,891,357 47th percentile higher than 47% 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

Sierra Sheets, LLC Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Sheets, LLC Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sierra Sheets, LLC Defined Benefit Pension Plan reported net income fell from $177K in the plan year 2022 filing to $42K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 272292666 · Sierra Sheets, LLC PY 2023 · Defined Benefit (Pension)

Sierra Sheets, LLC Defined Benefit Pension Plan · $6M · 2 · 47th

  • IND $6M
  • IND 2
  • IND 47th
  • IND Defined Benefit (Pension)
  • IND near Merit Partners, Inc. Defined Benefit Plan
  • IND ind #9283

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 Professional & Technical Services retirement plans → · Plans in California →

Sierra Sheets, LLC Defined Benefit Pension Plan in the asset neighbourhood

Local 363 IBEW Supply House Employee Pension FundLocal 363 IBEW Supply House …$6MIron Workers District Council of New England Staff Retirement PlanIron Workers District Counci…$6MUtah Valley Pediatrics, PLLC Cash Balance Pension PlanUtah Valley Pediatrics, PLLC…$6MMerit Partners, Inc. Defined Benefit PlanMerit Partners, Inc. Defined…$6MSierra Sheets, LLC Defined Benefit Pension PlanSierra Sheets, LLC Defined B…$6M
End-of-year total assets ($M) among Sierra Sheets, LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Sierra Sheets, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sierra Sheets, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 28.73954587812572% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.85M $7.53M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 2 $6M
2023 1 2 $6M
2024 1 2 $8M

Sierra Sheets, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$42K
Employer EIN272292666
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sierra Sheets, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sierra Sheets, LLC Defined Benefit Pension Plan, Total assets ($B): 0.005891357 · Participants: 2Sierra Sheets, LLC Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Sierra Sheets, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sierra Sheets, LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Sierra Sheets, LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Merit Partners, Inc. Defined Benefit Plan in AZ ($6M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sierra Sheets, LLC Defined Benefit Pension Plan assets move in 2023? ▼
Sierra Sheets, LLC Defined Benefit Pension Plan held essentially flat - up 0.7% during 2023, from $6M to $6M. Reported net income was $42K.
How have Sierra Sheets, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Sheets, LLC's sponsor-wide assets grew 28.7%, from $6M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Sierra Sheets, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Merit Partners, Inc. Defined Benefit Plan in AZ ($6M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sierra Sheets, LLC Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 272292666.

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.