401(k) · DOL Form 5500 · 2024

Sierra Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
35th
Percentile by assets National rank
$328,274
Avg per participant High balance/head
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Official DOL plan name: Sierra Asset Management, Inc. 401(k) Plan · Sponsored by Sierra Asset Management, Inc. · California · Real Estate

$3M in assets, 10 participants

Sierra Asset Management, Inc.'s Sierra Asset Management, Inc. 401(k) Plan reported $3M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,537 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Sierra Asset Management, Inc. 401(k) Plan ranks #2,537 of 4,605 2024 filers by assets (791% of the sector average)-$3M for 10 participants.

#2,537
in Real Estate (4,605 peers)
+16.9%
assets growth YoY

Sierra Asset Management, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Sierra Asset Management, Inc. 401(k) Plan vs every filed plan by assets

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

$3,282,736 35th percentile higher than 35% 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

Sierra Asset Management, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Asset Management, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sierra Asset Management, Inc. 401(k) Plan reported participants rose from 8 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Sierra Asset Management, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sierra Asset Management, Inc. 401(k) Plan reported net income fell from $500K in the plan year 2023 filing to $474K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203139024 · Sierra Asset Management, Inc. PY 2024 · 401(k)

Sierra Asset Management, Inc. 401(k) Plan · $3M · 10 · 35th

  • BOOK $3M
  • BOOK 10
  • BOOK 35th
  • BOOK 401(k)
  • BOOK near Disabled Citizens, Inc. 401(k) Retirement Savings Plan
  • BOOK ind #2537

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 Real Estate retirement plans → · Plans in California →

Sierra Asset Management, Inc. 401(k) Plan in the asset neighbourhood

Sierra Asset Management, Inc. 401(k) PlanSierra Asset Management, Inc…$3MDisabled Citizens, Inc. 401(k) Retirement Savings PlanDisabled Citizens, Inc. 401(…$3MRadyn Inc 401(k) Profit Sharing Plan & TrustRadyn Inc 401(k) Profit Shar…$3MBracy Tucker Brown, Inc. Employees' Profit-Sharing Plan and TrustBracy Tucker Brown, Inc. Emp…$3MFirst Coast Security Services, Inc. 401(k) PlanFirst Coast Security Service…$3M
End-of-year total assets ($M) among Sierra Asset Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$474K
Employer EIN203139024
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Asset Management, Inc.)

Sponsor-wide plan assets over time

All Sierra Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.20994613955371% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.31M $3.28M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 8 $3M
2024 1 10 $3M

Nearby 401(k) Plans in California

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

Sierra Asset Management, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sierra Asset Management, Inc. 401(k) Plan, Total assets ($B): 0.003282736 · Participants: 10Sierra Asset Management, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sierra Asset Management, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sierra Asset Management, Inc. 401(k) Plan side-by-side with 3 peers →

Sierra Asset Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Disabled Citizens, Inc. 401(k) Retirement Savings Plan in MO ($3M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Sierra Asset Management, Inc. 401(k) Plan assets move in 2024? ▼
Sierra Asset Management, Inc. 401(k) Plan grew sharply - up 16.9% during 2024, from $3M to $3M. Reported net income was $474K.
How have Sierra Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Asset Management, Inc.'s sponsor-wide assets grew 42.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Sierra Asset Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Disabled Citizens, Inc. 401(k) Retirement Savings Plan in MO ($3M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Sierra Asset Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 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 203139024.

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.