401(k) · DOL Form 5500 · 2023
Sierra Pacific Mortgage Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 447
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $80,964
- Avg per participant Below avg balance/head
Official DOL plan name: Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Sierra Pacific Mortgage Company, Inc. · California · Finance & Insurance
$36M in assets, 447 participants
Sierra Pacific Mortgage Company, Inc.'s Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan reported $36M in total assets and 447 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,404 in Finance & Insurance (8,869 peers)
Where Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan sits by assets
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $36M for 447 participants (~$80,964/participant), up 6.8% in 2023.
- #6,404
- in Finance & Insurance (8,869 peers)
- +6.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,190,770 Top 18% higher than 82% 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
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing 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. Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (447 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan reported net income rose from -$15M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan reported participants fell from 773 in the plan year 2022 filing to 447 in the plan year 2023 filing.
- Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2022 filing to $36M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 680101170 · Sierra Pacific Mortgage Company, Inc. PY 2023 · 401(k)
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan · $36M · 447 · 82nd
- NET $36M
- NET 447
- NET 82nd
- NET 401(k)
- NET near Seneca Companies 401(k) Plan
- NET ind #6404
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 Finance & Insurance retirement plans → · Plans in California →
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $2M |
| Employer EIN | 680101170 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sierra Pacific Mortgage Company, Inc.)
Sponsor-wide plan assets over time
All Sierra Pacific Mortgage Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 11.870847011013087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 773 | $34M |
| 2023 | 1 | 447 | $36M |
| 2024 | 1 | 409 | $38M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Seneca Companies 401(k) Plan in IA ($36M); by covered participants it is Legacy 401(k) Retirement Plan in GA (447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Seneca Companies 401(k) Plan (IA) $36M · 371
- Columbus Community Hospital, Inc. Employees' Retirement Plan (NE) $36M · 929
- Monogram LLC 401(k) Plan (MA) $36M · 65
- Northeastern Supply, Inc. 401(k) Plan (MD) $36M · 321
Similar participant headcount
Nearest other-state filings by covered participants (447 participants); asset peers above are excluded.
- Legacy 401(k) Retirement Plan (GA) 447 · 0 off
- Cancer Specialists of North Florida 401(k) Plan (FL) 447 · 0 off
- Lawley Retirement Plan (NY) 447 · 0 off
- Endurance Environmental Solutions LLC 401(k) Plan (IL) 447 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.