401(k) · DOL Form 5500 · 2024

Sierra Pacific Mortgage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
409
Participants Below avg headcount
81st
Percentile by assets National rank
$92,727
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Sierra Pacific Mortgage Company, Inc. · California · Finance & Insurance

$38M in assets, 409 participants

Sierra Pacific Mortgage Company, Inc.'s Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan reported $38M in total assets and 409 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,987 in Finance & Insurance (8,549 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, $38M for 409 participants (~$92,727/participant), up 4.8% in 2024.

#5,987
in Finance & Insurance (8,549 peers)
+4.8%
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 2024 · DOL Form 5500

$37,925,375 Top 19% higher than 81% 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 Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 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 (409 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan reported participants fell from 447 in the plan year 2023 filing to 409 in the plan year 2024 filing.
  • Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 680101170 · Sierra Pacific Mortgage Company, Inc. PY 2024 · 401(k)

Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan · $38M · 409 · 81st

  • PART $38M
  • TYPE 409
  • NET 81st
  • BOOK 401(k)
  • VS-ST near Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan
  • BOY ind #5987

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

Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing PlanSierra Pacific Mortgage Comp…$38MHrd Retirement Savings Plan$38MOrthopedics Rhode Island, Inc. 401(k) Profit Sharing PlanOrthopedics Rhode Island, In…$38MAny Hour 401(k) Plan$38MHudson-Alpha Institute for Biotechnology 401(k) PlanHudson-Alpha Institute for B…$38M
End-of-year total assets ($M) among Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$38M
Net Income$2M
Employer EIN680101170
Plan Effective Date1989-07-01
Filing StatusFILING 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
$32M$34M$36M$38M$40M 202220232024 $33.9M $37.9M ▲ +11.9%
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.

Sierra Pacific Mortgage Company, 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 ($B) Participants Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.037925375 · Participants: 409Sierra Pacific Mortgage Company, 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 Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

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 Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan in RI ($38M); by covered participants it is Location Services 401(k) Plan in IN (409 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (409 participants); asset peers above are excluded.

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 Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan assets move in 2024?
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan edged up modestly - up 4.8% during 2024, from $36M to $38M. Reported net income was $2M.
How have Sierra Pacific Mortgage Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sierra Pacific Mortgage Company, Inc.'s sponsor-wide assets grew 11.9%, from $34M to $38M.
Where does Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan in RI ($38M, 414 participants).
Which 401(k) plans cover a similar participant headcount to Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Location Services 401(k) Plan in IN (409 participants, $8M in assets).