Profit Sharing · DOL Form 5500 · 2024

Sierra Four Investment Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$117K
Total assets Small plan by assets: 2
Participants Small participant base: 7th
Percentile by assets National rank: $58,500
Avg per participant Low balance/head

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Official DOL plan name: Sierra Four Investment Group, Inc. Retirement Plan · Sponsored by Sierra Four Investment Group, Inc. · Texas · Management of Enterprises

$117K in assets, 2 participants

Sierra Four Investment Group, Inc.'s Sierra Four Investment Group, Inc. Retirement Plan reported $117K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

#58 in Management of Enterprises (1,133 peers)

Sierra Four Investment Group, Inc. multi-year trail

Sierra Four Investment Group, Inc.'s plans moved +28.7% in assets from 2022 to 2024; this filing shows Sierra Four Investment Group, Inc. Retirement Plan at $117K / 2 participants.

#58
in Management of Enterprises (1,133 peers): -5.9%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sierra Four Investment Group, Inc. Retirement Plan among the smaller filed plans by assets

Sierra Four Investment Group, Inc. Retirement Plan vs every filed plan by assets

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

$117,000 7th percentile higher than 7% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sierra Four Investment Group, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Four Investment Group, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sierra Four Investment Group, Inc. Retirement Plan reported net income fell from $33K in the plan year 2023 filing to -$7K in the plan year 2024 filing.
Sierra Four Investment Group, Inc. Retirement Plan end-of-year assets fell from $124K in the plan year 2023 filing to $117K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463934667 · Sierra Four Investment Group, Inc. PY 2024 · Profit Sharing

Sierra Four Investment Group, Inc. Retirement Plan · $117K · 2 · 7th

PART $117K
TYPE 2
NET 7th
BOOK Profit Sharing
VS-ST near G-Cubed Property Management Inc. Retirement Plan
BOY ind #58

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 Management of Enterprises retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Sierra Four Investment Group, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Sierra Four Investment Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $117K 28.71287128712871% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$91K
2023	1	2	$124K
2024	1	2	$117K

Sierra Four Investment Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$124K
Net Assets (End of Year)	$117K
Net Income	-$7K
Employer EIN	463934667
Plan Effective Date	2013-10-22
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sierra Four Investment Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Baylor College of Medicine Retirement Plan $2.0B · 10,721
H-E-B Partner Stock Plan $1.6B · 103,962
The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069

Compare Sierra Four Investment Group, Inc. Retirement Plan side-by-side with 3 peers →

Sierra Four Investment Group, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is G-Cubed Property Management Inc. Retirement Plan in AZ ($117K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($117K here).

G-Cubed Property Management Inc. Retirement Plan (AZ) $117K · 1
Clan Mcalister Inc. Retirement Plan (FL) $117K · 2
Westcliff Capital Management Profit Sharing Plan (CA) $117K · 2
Caldwell Holdings Prime, Inc. Retirement Plan (GA) $117K · 8

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 0 off

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 Four Investment Group, Inc. Retirement Plan assets move in 2024? ▼

Sierra Four Investment Group, Inc. Retirement Plan pulled back noticeably - down 5.9% during 2024, from $124K to $117K. Reported net income was -$7K.

How have Sierra Four Investment Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sierra Four Investment Group, Inc.'s sponsor-wide assets grew 28.7%, from $91K to $117K.

Where does Sierra Four Investment Group, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Sierra Four Investment Group, Inc. Retirement Plan ranks in the 7th 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 Profit Sharing plans are similar in size to Sierra Four Investment Group, Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is G-Cubed Property Management Inc. Retirement Plan in AZ ($117K, 1 participant).

Which Profit Sharing plans cover a similar participant headcount to Sierra Four Investment Group, Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 463934667.