401(k) · DOL Form 5500 · 2024

Sierra Mountain Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Smm 401(k) Plan · Sponsored by Sierra Mountain Mortgage, Inc. · California · Real Estate

$3M in assets, 2 participants

Sierra Mountain Mortgage, Inc.'s Smm 401(k) Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,461 in Real Estate (4,605 peers)

What the 2024 filing shows

Smm 401(k) Plan holds $3M for 2 participants - about $1.5M per participant, in the lower half of filed plans by assets.

#2,461
in Real Estate (4,605 peers)
+3.0%
assets growth YoY

Smm 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Smm 401(k) Plan vs every filed plan by assets

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

$2,953,493 34th percentile higher than 34% 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

Smm 401(k) 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. Smm 401(k) Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 941343043 · Sierra Mountain Mortgage, Inc. PY 2024 · 401(k)

Smm 401(k) Plan · $3M · 2 · 34th

  • EIN $3M
  • RANK 2
  • PHOTO 34th
  • IND 401(k)
  • EOY near Moxe Health 401(k) Plan
  • 5500 ind #2461

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 Real Estate retirement plans → · Plans in California →

Smm 401(k) Plan in the asset neighbourhood

Smm 401(k) Plan$3MMoxe Health 401(k) Plan$3MThe Helper Bees 401(k) Plan$3MDakota Sweeping & Maintenance Co. 401(k) PlanDakota Sweeping & Maintenanc…$3MRedi-Care, Inc. 401(k) Plan$3M
End-of-year total assets ($M) among Smm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$86K
Employer EIN941343043
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Smm 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Smm 401(k) Plan, Total assets ($B): 0.002953493 · Participants: 2Smm 401(k) 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
Smm 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Smm 401(k) Plan side-by-side with 3 peers →

Smm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Moxe Health 401(k) Plan in WI ($3M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Smm 401(k) Plan assets move in 2024? ▼
Smm 401(k) Plan edged up modestly - up 3.0% during 2024, from $3M to $3M. Reported net income was $86K.
Which 401(k) plans are similar in size to Smm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moxe Health 401(k) Plan in WI ($3M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Smm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 941343043.

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.