Other · DOL Form 5500 · 2024
Sequoia Living Inc. Retirement Plan
Data updated 2026-08-11
- $36M
- Total assets
- 483
- Participants
- 80th
- Percentile by assets
- $75,373
- Avg per participant
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.
- 80th percentile by assets (of 123,622 plans)
- #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.
- $36M
- total plan assets (2024 EOY)
- 483
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $75,373
- avg assets per participant
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.
Sequoia Living Inc. 403(b) Plan vs the 2024 asset distribution
By assets, Sequoia Living Inc. 403(b) Plan outranks 80% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
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.)
| 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.
Sequoia Living Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sequoia Living Inc. 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sequoia Living Inc. 403(b) Plan assets move in 2024? ▼
How have Sequoia Living Inc. plan assets changed over time? ▼
Where does Sequoia Living Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sequoia Living Inc. 403(b) Plan? ▼
Next read for Sequoia Living Inc. 403(b) Plan
Scale reading
Ways to act on Sequoia Living Inc. 403(b) Plan's numbers.
- By total assets, Sequoia Living Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Sequoia Living Inc.'s sponsor-wide assets have grown 25.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans