401(k) · DOL Form 5500 · 2024

Sequoia Equities Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
415
Participants Below avg headcount
73rd
Percentile by assets National rank
$56,633
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sequoia Equities 401(k) Plan · Sponsored by Sequoia Equities Inc. · California · Real Estate

$24M in assets, 415 participants

Sequoia Equities Inc.'s Sequoia Equities 401(k) Plan reported $24M in total assets and 415 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,001 in Real Estate (4,605 peers)

Sequoia Equities Inc. multi-year trail

Sequoia Equities Inc.'s plans moved +53.4% in assets from 2022 to 2024; this filing shows Sequoia Equities 401(k) Plan at $24M / 415 participants.

#4,001
in Real Estate (4,605 peers)
+19.4%
assets growth YoY

Sequoia Equities 401(k) Plan's outsized position by total assets

Sequoia Equities 401(k) Plan vs every filed plan by assets

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

$23,502,715 Top 27% higher than 73% 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

Sequoia Equities 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 Equities 401(k) Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sequoia Equities 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Sequoia Equities 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sequoia Equities 401(k) Plan reported participants rose from 402 in the plan year 2023 filing to 415 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942223344 · Sequoia Equities Inc. PY 2024 · 401(k)

Sequoia Equities 401(k) Plan · $24M · 415 · 73rd

  • PHOTO $24M
  • IND 415
  • EOY 73rd
  • 5500 401(k)
  • ASSETS near Mountain 401(k) Plan
  • PCT ind #4001

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 →

Sequoia Equities 401(k) Plan in the asset neighbourhood

John a. Marshall Company 401(k) Profit Sharing PlanJohn a. Marshall Company 401…$24MSequoia Equities 401(k) Plan$24MMountain 401(k) Plan$24MScott Industrial Systems Inc Profit Sharing 401 (K) PlanScott Industrial Systems Inc…$24MMckinley Companies LLC 401(k) Retirement PlanMckinley Companies LLC 401(k…$24M
End-of-year total assets ($M) among Sequoia Equities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sequoia Equities Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sequoia Equities Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 53.42363479836196% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $23.5M ▲ +53.4%
Year Plans Participants Total Assets
2022 1 388 $15M
2023 1 402 $20M
2024 1 415 $24M

Sequoia Equities Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN942223344
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sequoia Equities 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sequoia Equities 401(k) Plan, Total assets ($B): 0.023502715 · Participants: 415Sequoia Equities 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
Sequoia Equities 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Mountain 401(k) Plan in KY ($24M); by covered participants it is Batesville Tool & Die, Inc. Employees' Retirement Savings Plan in IN (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Sequoia Equities 401(k) Plan assets move in 2024?
Sequoia Equities 401(k) Plan grew sharply - up 19.4% during 2024, from $20M to $24M. Reported net income was $4M.
How have Sequoia Equities Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sequoia Equities Inc.'s sponsor-wide assets grew 53.4%, from $15M to $24M.
Which 401(k) plans are similar in size to Sequoia Equities 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mountain 401(k) Plan in KY ($24M, 1,505 participants).
Which 401(k) plans cover a similar participant headcount to Sequoia Equities 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Batesville Tool & Die, Inc. Employees' Retirement Savings Plan in IN (415 participants, $24M in assets).