Other · DOL Form 5500 · 2024
Sequoia Living Inc. Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 483
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $75,373
- Avg per participant Below avg balance/head
Official DOL plan name: Sequoia Living Inc. 403(b) Plan · Sponsored by Sequoia Living Inc. · California · Healthcare & Social Assistance
$36M in assets, 483 participants
Sequoia Living Inc.'s Sequoia Living Inc. 403(b) Plan reported $36M in total assets and 483 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #14,042 in Healthcare & Social Assistance (16,916 peers)
Where Sequoia Living Inc. 403(b) Plan sits by assets
Sequoia Living Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $36M for 483 participants (~$75,373/participant), up 10.8% in 2024.
- #14,042
- in Healthcare & Social Assistance (16,916 peers)
- +10.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Sequoia Living Inc. 403(b) Plan's outsized position by total assets
Sequoia Living Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,405,044 Top 20% higher than 80% 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 Living Inc. 403(b) 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 Living Inc. 403(b) Plan sits mid-pack in the medium band (483 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sequoia Living Inc. 403(b) Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sequoia Living Inc. 403(b) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Sequoia Living Inc. 403(b) Plan reported participants rose from 470 in the plan year 2023 filing to 483 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941437728 · Sequoia Living Inc. PY 2024 · Other
Sequoia Living Inc. 403(b) Plan · $36M · 483 · 80th
- IND $36M
- EOY 483
- 5500 80th
- ASSETS Other
- PCT near University Clinical, Education and Research Associates Defined Contribution Retirement Plan
- EIN ind #14042
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 →
Sequoia Living Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $4M |
| Employer EIN | 941437728 |
| Plan Effective Date | 2012-01-01 |
| 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 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
Sequoia Living Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is University Clinical, Education and Research Associates Defined Contribution Retirement Plan in HI ($36M); by covered participants it is Saint Francis University Retirement Plan in PA (483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan (HI) $36M · 307
- Primary Health Network Retirement Savings Plan (PA) $36M · 643
- Berwick Academy Defined Contribution Retirement Plan (ME) $36M · 246
- The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees (PA) $36M · 1,502
Similar participant headcount
Nearest other-state filings by covered participants (483 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.