Defined Benefit (Pension) · DOL Form 5500 · 2024
Sequoia Living Inc. Pension Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 289
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $252,977
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for the Employees of Sequoia Living Inc. · Sponsored by Sequoia Living Inc. · California · Healthcare & Social Assistance
$73M in assets, 289 participants
Sequoia Living Inc.'s Retirement Plan for the Employees of Sequoia Living Inc. reported $73M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,152 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Retirement Plan for the Employees of Sequoia Living Inc. covers 289 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $73M.
- #15,152
- in Healthcare & Social Assistance (16,916 peers)
- +8.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Retirement Plan for the Employees of Sequoia Living Inc.'s outsized position by total assets
Retirement Plan for the Employees of Sequoia Living Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,110,328 Top 12% higher than 88% 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
Retirement Plan for the Employees of Sequoia Living Inc. 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. Retirement Plan for the Employees of Sequoia Living Inc. sits mid-pack in the medium band (289 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for the Employees of Sequoia Living Inc. reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Retirement Plan for the Employees of Sequoia Living Inc. reported participants fell from 335 in the plan year 2023 filing to 289 in the plan year 2024 filing.
- Retirement Plan for the Employees of Sequoia Living Inc. end-of-year assets rose from $68M in the plan year 2023 filing to $73M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 941437728 · Sequoia Living Inc. PY 2024 · Defined Benefit (Pension)
Retirement Plan for the Employees of Sequoia Living Inc. · $73M · 289 · 88th
- TYPE $73M
- NET 289
- BOOK 88th
- VS-ST Defined Benefit (Pension)
- BOY near Sappi North America, Inc. Central Mills Employees' Retirement Plan
- SCH ind #15152
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 →
Retirement Plan for the Employees of Sequoia Living Inc. in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $5M |
| Employer EIN | 941437728 |
| Plan Effective Date | 1966-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sequoia Living Inc.)
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 |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Retirement Plan for the Employees of Sequoia Living Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Sappi North America, Inc. Central Mills Employees' Retirement Plan in MA ($73M); by covered participants it is Dupont Community Credit Union Defined Benefit Plan in VA (289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
Similar participant headcount
Nearest other-state filings by covered participants (289 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.