Defined Benefit (Pension) · DOL Form 5500 · 2022
Sierra Club Pension Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 141
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $284,377
- Avg per participant High balance/head
Official DOL plan name: Sierra Club Retirement Plan · Sponsored by Sierra Club · California · Other Services
$40M in assets, 141 participants
Sierra Club's Sierra Club Retirement Plan reported $40M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,842 in Other Services (8,398 peers)
Coverage in California
Sierra Club Retirement Plan covers 141 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $40M.
- #7,842
- in Other Services (8,398 peers)
- +8.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sierra Club Retirement Plan's outsized position by total assets
Sierra Club Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$40,097,138 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sierra Club Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Club Retirement Plan sits mid-pack in the medium band (141 participants).
Form 5500 schedule snapshot
Filing strip 941153307 · Sierra Club PY 2022 · Defined Benefit (Pension)
Sierra Club Retirement Plan · $40M · 141 · 86th
- TYPE $40M
- NET 141
- BOOK 86th
- VS-ST Defined Benefit (Pension)
- BOY near Pension Plan for Employees of U.S. Natural Resources and Friedrich Air Conditioning Co.
- SCH ind #7842
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 Other Services retirement plans → · Plans in California →
Sierra Club Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $3M |
| Employer EIN | 941153307 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sierra Club)
Sponsor-wide plan assets over time
All Sierra Club plans reported in each filing year
- Latest sponsor-wide plan assets
- $137M 27.366058669263825% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 906 | $107M |
| 2023 | 4 | 957 | $85M |
| 2024 | 5 | 1,025 | $137M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Sierra Club Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of U.S. Natural Resources and Friedrich Air Conditioning Co. in WA ($40M); by covered participants it is Midwest Radiology, P.a. and Affiliates Cash Balance Plan in MN (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Pension Plan for Employees of U.S. Natural Resources and Friedrich Air Conditioning Co. (WA) $40M · 113
- L3harris Pension Plan for Employees at the Pacific Missile Range Facility (FL) $40M · N/A
- Brown-Forman Corporation Retirement Plan (KY) $40M · 113
- Glaziers Local Union No 558 Pension Fund (MO) $40M · 326
Similar participant headcount
Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.
- Midwest Radiology, P.a. and Affiliates Cash Balance Plan (MN) 141 · 0 off
- Alaska Native Industries Employee Defined Benefit Pension Plan (WA) 141 · 0 off
- United Stars, Inc. Pension Plan (WI) 141 · 0 off
- Jenner & Block Cash Balance Plan (IL) 141 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.