Other · DOL Form 5500 · 2024
Sequoia Living Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $240,882
- Avg per participant Above avg balance/head
Official DOL plan name: Ncphs Tax Sheltered Annuity Plan · Sponsored by Sequoia Living Inc. · California · Healthcare & Social Assistance
$8M in assets, 34 participants
Sequoia Living Inc.'s Ncphs Tax Sheltered Annuity Plan reported $8M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,564 in Healthcare & Social Assistance (16,916 peers)
Sequoia Living Inc. multi-year trail
Sequoia Living Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Ncphs Tax Sheltered Annuity Plan at $8M / 34 participants.
- #9,564
- in Healthcare & Social Assistance (16,916 peers)
- +1.4%
- assets growth YoY
Ncphs Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ncphs Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,189,971 Top 49% higher than 51% 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
Ncphs Tax Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ncphs Tax Sheltered Annuity Plan is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ncphs Tax Sheltered Annuity Plan reported net income rose from -$156K in the plan year 2023 filing to $109K in the plan year 2024 filing.
- Ncphs Tax Sheltered Annuity Plan reported participants fell from 40 in the plan year 2023 filing to 34 in the plan year 2024 filing.
- Ncphs Tax Sheltered Annuity Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 941437728 · Sequoia Living Inc. PY 2024 · Other
Ncphs Tax Sheltered Annuity Plan · $8M · 34 · 51st
- PCT $8M
- EIN 34
- RANK 51st
- PHOTO Other
- IND near The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health
- EOY ind #9564
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Ncphs Tax Sheltered Annuity Plan in the asset neighbourhood
Sequoia Living Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sequoia Living Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 25.42716346867493% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 915 | $94M |
| 2023 | 3 | 845 | $109M |
| 2024 | 3 | 806 | $118M |
Sequoia Living Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $109K |
| Employer EIN | 941437728 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Ncphs Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health in WA ($8M); by covered participants it is Monroe Community College Association, Inc. 403(b) Defined Contribution Plan in NY (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health (WA) $8M · 133
- 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth (NY) $8M · 306
- Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan (PA) $8M · 185
- The Logan School for Creative Learning Defined Contribution Retirement Plan (CO) $8M · 56
Similar participant headcount
Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.
- Monroe Community College Association, Inc. 403(b) Defined Contribution Plan (NY) 34 · 0 off
- Alliance Health Management Services, LLC 403(b) Plan (MA) 34 · 0 off
- The Places for People Inc. Employees Retirement Plan (MO) 34 · 0 off
- Gordon Management Co., Inc. Profit Sharing Plan and Trust (MI) 34 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.