Other · DOL Form 5500 · 2024

Sequoia Living Inc. Retirement Plan

Data updated 2026-08-11

$8M
Total assets
34
Participants
51st
Percentile by assets
$240,882
Avg per participant
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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.

  • 51st percentile by assets (of 123,622 plans)
  • #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.

$8M
total plan assets (2024 EOY)
34
covered participants
51st
percentile by assets (of 123,622 plans)
$240,882
avg assets per participant

Where Ncphs Tax Sheltered Annuity Plan sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
California
Industry
Healthcare & Social Assistance

Sequoia Living Inc. across 3 plan years on file

Across the 3 plan years Sequoia Living Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $94M to $118M, a gain of 25.4%, while reported participants moved from 915 to 806 (-11.9%). Peak year by sponsor assets: 2024 ($118M); trough: 2022 ($94M).

Sequoia Living Inc. multi-year asset trail

$90M$100M$110M$120M$130M 202220232024 $93.8M $118M ▲ +25.4%
Total plan assets by year, all Sequoia Living Inc. plans on file
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 EIN941437728
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Ncphs Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ncphs Tax Sheltered …, Total assets ($B): 0.008189971 · Participants: 34Ncphs Tax Sheltered …Stanford Contributor…, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirem…University of Southe…, Total assets ($B): 4.81831751 · Participants: 20886University of Southe…
Ncphs Tax Sheltered Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare Ncphs Tax Sheltered Annuity Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Ncphs Tax Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Ncphs Tax Sheltered Annuity Plan assets move in 2024? ▼
Ncphs Tax Sheltered Annuity Plan edged up modestly - up 1.4% during 2024, from $8M to $8M. Reported net income was $109K.
How have Sequoia Living Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sequoia Living Inc.'s sponsor-wide assets grew 25.4%, from $94M to $118M.
Which Other plans are similar in size to Ncphs Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health in WA ($8M, 133 participants).

Next read for Ncphs Tax Sheltered Annuity Plan

Multi-year trail

Ways to act on Ncphs Tax Sheltered Annuity Plan's numbers.

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 941437728.

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.