401(k) · DOL Form 5500 · 2024

Sequoia Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
279
Participants Below avg headcount
79th
Percentile by assets National rank
$123,352
Avg per participant Near avg balance/head
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Official DOL plan name: Sequoia Financial Group, LLC 401(k) Plan · Sponsored by Sequoia Financial Group, LLC · Ohio · Finance & Insurance

$34M in assets, 279 participants

Sequoia Financial Group, LLC's Sequoia Financial Group, LLC 401(k) Plan reported $34M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,788 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Sequoia Financial Group, LLC 401(k) Plan covers 279 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $34M.

#5,788
in Finance & Insurance (8,549 peers)
+44.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sequoia Financial Group, LLC 401(k) Plan's outsized position by total assets

Sequoia Financial Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$34,415,216 Top 21% higher than 79% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Sequoia Financial Group, LLC 401(k) 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 Financial Group, LLC 401(k) Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sequoia Financial Group, LLC 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Sequoia Financial Group, LLC 401(k) Plan reported participants rose from 181 in the plan year 2023 filing to 279 in the plan year 2024 filing.
  • Sequoia Financial Group, LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341913858 · Sequoia Financial Group, LLC PY 2024 · 401(k)

Sequoia Financial Group, LLC 401(k) Plan · $34M · 279 · 79th

  • EBSA $34M
  • PART 279
  • TYPE 79th
  • NET 401(k)
  • BOOK near US Conec Investment Plan
  • VS-ST ind #5788

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 Finance & Insurance retirement plans → · Plans in Ohio →

Sequoia Financial Group, LLC 401(k) Plan in the asset neighbourhood

Sequoia Financial Group, LLC 401(k) PlanSequoia Financial Group, LLC…$34MUS Conec Investment Plan$34MKihomac, Inc. 401(k) Plan$34MAll Surfaces, Inc. 401(k) PlanAll Surfaces, Inc. 401(k) Pl…$34MEnerplus Resources (USA) Corp. 401(k) PlanEnerplus Resources (USA) Cor…$34M
End-of-year total assets ($M) among Sequoia Financial Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$34M
Net Income$11M
Employer EIN341913858
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sequoia Financial Group, LLC)

Sponsor-wide plan assets over time

All Sequoia Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 93.9216550161326% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $17.8M $34.4M ▲ +93.9%
Year Plans Participants Total Assets
2022 1 155 $18M
2023 1 181 $24M
2024 1 279 $34M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sequoia Financial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sequoia Financial Group, LLC 401(k) Plan, Total assets ($B): 0.034415216 · Participants: 279Sequoia Financial Group, LLC 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Sequoia Financial Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sequoia Financial Group, LLC 401(k) Plan side-by-side with 3 peers →

Sequoia Financial Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is US Conec Investment Plan in NC ($34M); by covered participants it is Paramit Corporation 401(k) Savings Plan in CA (279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (279 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.

Frequently Asked Questions

How did Sequoia Financial Group, LLC 401(k) Plan assets move in 2024? ▼
Sequoia Financial Group, LLC 401(k) Plan surged - up 44.4% during 2024, from $24M to $34M. Reported net income was $11M.
How have Sequoia Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sequoia Financial Group, LLC's sponsor-wide assets grew 93.9%, from $18M to $34M.
Where does Sequoia Financial Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sequoia Financial Group, LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sequoia Financial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is US Conec Investment Plan in NC ($34M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Sequoia Financial Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paramit Corporation 401(k) Savings Plan in CA (279 participants, N/A in assets).

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 341913858.

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.