401(k) · DOL Form 5500 · 2024

Sierra Investment Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
16
Participants Small participant base
24th
Percentile by assets National rank
$69,298
Avg per participant Below avg balance/head
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Official DOL plan name: Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Sierra Investment Holdings, Inc. · California · Retail Trade

$1M in assets, 16 participants

Sierra Investment Holdings, Inc.'s Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,921 in Retail Trade (8,048 peers)

Sierra Investment Holdings, Inc. multi-year trail

Sierra Investment Holdings, Inc.'s plans moved +33.3% in assets from 2022 to 2024; this filing shows Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan at $1M / 16 participants.

#2,921
in Retail Trade (8,048 peers)
+16.4%
assets growth YoY

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,108,770 24th percentile higher than 24% of 123,620 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 2024

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan reported net income rose from $120K in the plan year 2023 filing to $156K in the plan year 2024 filing.
  • Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $952K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan reported participants rose from 14 in the plan year 2023 filing to 16 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 881756622 · Sierra Investment Holdings, Inc. PY 2024 · 401(k)

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan · $1M · 16 · 24th

  • TYPE $1M
  • NET 16
  • BOOK 24th
  • VS-ST 401(k)
  • BOY near Advanced Internal Medicine, PC 401(k) Plan
  • SCH ind #2921

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 Retail Trade retirement plans → · Plans in California →

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sierra Investment Holdings, Inc. 401(k) Profit Sharing PlanSierra Investment Holdings, …$1MAdvanced Internal Medicine, PC 401(k) PlanAdvanced Internal Medicine, …$1MConsultiva Wealth Management Retirement PlanConsultiva Wealth Management…$1MTeamworx Retirement Savings PlanTeamworx Retirement Savings …$1MJds Technologies 401(k) Plan$1M
End-of-year total assets ($M) among Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sierra Investment Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sierra Investment Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 33.264824129662685% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.83M $1.11M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 N/A $832K
2023 1 14 $952K
2024 1 16 $1M

Sierra Investment Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$952K
Net Assets (End of Year)$1M
Net Income$156K
Employer EIN881756622
Plan Effective Date2022-04-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00110877 · Participants: 16Sierra Investment Holdings, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sierra Investment Holdings, 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 Advanced Internal Medicine, PC 401(k) Plan in AL ($1M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.4% during 2024, from $952K to $1M. Reported net income was $156K.
How have Sierra Investment Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Investment Holdings, Inc.'s sponsor-wide assets grew 33.3%, from $832K to $1M.
Where does Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Internal Medicine, PC 401(k) Plan in AL ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Sierra Investment Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 881756622.

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.