401(k) · DOL Form 5500 · 2024
Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou 401(k) Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 786
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $146,908
- Avg per participant Above avg balance/head
Official DOL plan name: Sequoia Consulting Group 401(k) Plan · Sponsored by Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou · California · Finance & Insurance
$115M in assets, 786 participants
Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou's Sequoia Consulting Group 401(k) Plan reported $115M in total assets and 786 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,408 in Finance & Insurance (8,549 peers)
Where Sequoia Consulting Group 401(k) Plan sits by assets
Sequoia Consulting Group 401(k) Plan sits in the top 10% of all filed plans by assets, $115M for 786 participants (~$146,908/participant), up 28.4% in 2024.
- #7,408
- in Finance & Insurance (8,549 peers)
- +28.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Sequoia Consulting Group 401(k) Plan's outsized position by total assets
Sequoia Consulting Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$115,469,327 Top 9% higher than 91% 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
Sequoia Consulting Group 401(k) 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. Sequoia Consulting Group 401(k) Plan sits mid-pack in the medium band (786 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sequoia Consulting Group 401(k) Plan end-of-year assets rose from $90M in the plan year 2023 filing to $115M in the plan year 2024 filing.
- Sequoia Consulting Group 401(k) Plan reported net income fell from $29M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Sequoia Consulting Group 401(k) Plan reported participants rose from 717 in the plan year 2023 filing to 786 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 943397213 · Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou PY 2024 · 401(k)
Sequoia Consulting Group 401(k) Plan · $115M · 786 · 91st
- BOOK $115M
- BOOK 786
- BOOK 91st
- BOOK 401(k)
- BOOK near Care Retirement Savings Plan
- BOOK ind #7408
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 →
Sequoia Consulting Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $26M |
| Employer EIN | 943397213 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou)
Sponsor-wide plan assets over time
All Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 88.42605430393186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 494 | $61M |
| 2023 | 1 | 717 | $90M |
| 2024 | 1 | 786 | $115M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Sequoia Consulting Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Care Retirement Savings Plan in GA ($115M); by covered participants it is Alleguard 401(k) Profit Sharing Plan in TN (786 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Care Retirement Savings Plan (GA) $115M · 390
- Signature Medical Group, Inc. 401(k) Profit Sharing Plan (MO) $115M · 429
- Plumbers & Steamfitters Local 434 and Mca Supplemental 401(k) (WI) $115M · 1,712
- Fast Retailing USA 401(k) Savings Plan (NY) $116M · 2,725
Similar participant headcount
Nearest other-state filings by covered participants (786 participants); asset peers above are excluded.
- Alleguard 401(k) Profit Sharing Plan (TN) 786 · 0 off
- Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust (NM) 786 · 0 off
- Lc Industries Surplus Sharing & 401(k) Plan (NC) 786 · 0 off
- Tecovas 401(k) Plan (TX) 786 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.