401(k) · DOL Form 5500 · 2023

The Sierra Company LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
128
Participants Small participant base
48th
Percentile by assets National rank
$47,769
Avg per participant Low balance/head
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Official DOL plan name: Fenix Group's 401(k) Plan · Sponsored by The Sierra Company LLC · Minnesota · Manufacturing

$6M in assets, 128 participants

The Sierra Company LLC's Fenix Group's 401(k) Plan reported $6M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #6,016 in Manufacturing (18,722 peers)

Coverage in Minnesota

Fenix Group's 401(k) Plan covers 128 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#6,016
in Manufacturing (18,722 peers)
-5.2%
assets change YoY

The plan reported a net loss of $337K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fenix Group's 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Fenix Group's 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,114,478 48th percentile higher than 48% of 127,068 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 2023

Fenix Group's 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fenix Group's 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fenix Group's 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$337K in the plan year 2023 filing.
  • Fenix Group's 401(k) Plan reported participants fell from 154 in the plan year 2022 filing to 128 in the plan year 2023 filing.
  • Fenix Group's 401(k) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411232715 · The Sierra Company LLC PY 2023 · 401(k)

Fenix Group's 401(k) Plan · $6M · 128 · 48th

  • IND $6M
  • EOY 128
  • 5500 48th
  • ASSETS 401(k)
  • PCT near Elkhart Hourly Employees Retirement Savings Plan
  • EIN ind #6016

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 Manufacturing retirement plans → · Plans in Minnesota →

Fenix Group's 401(k) Plan in the asset neighbourhood

Burns & Scalo 401(k) Retirement PlanBurns & Scalo 401(k) Retirem…$6MFenix Group's 401(k) Plan$6MElkhart Hourly Employees Retirement Savings PlanElkhart Hourly Employees Ret…$6MPes 401(k) Plan$6MHomer's Tree-Mendous 401(k) Plan and TrustHomer's Tree-Mendous 401(k) …$6M
End-of-year total assets ($M) among Fenix Group's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$337K
Employer EIN411232715
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sierra Company LLC)

Sponsor-wide plan assets over time

All The Sierra Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.229176654101292% vs 2022
2023 filing year
$6M$6.2M$6.4M$6.6M 20222023 $6.45M $6.11M ▼ -5.3%
Year Plans Participants Total Assets
2022 1 154 $6M
2023 1 128 $6M

Nearby 401(k) Plans in Minnesota

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

Fenix Group's 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Fenix Group's 401(k) Plan, Total assets ($B): 0.006114478 · Participants: 128Fenix Group's 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Fenix Group's 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Fenix Group's 401(k) Plan side-by-side with 3 peers →

Fenix Group's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Elkhart Hourly Employees Retirement Savings Plan in MO ($6M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fenix Group's 401(k) Plan assets move in 2023? ▼
Fenix Group's 401(k) Plan pulled back noticeably - down 5.2% during 2023, from $6M to $6M. Reported net income was -$337K.
How have The Sierra Company LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Sierra Company LLC's sponsor-wide assets declined 5.2%, from $6M to $6M.
Which 401(k) plans are similar in size to Fenix Group's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elkhart Hourly Employees Retirement Savings Plan in MO ($6M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Fenix Group's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411232715.

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.