401(k) · DOL Form 5500 · 2023
Sierra Club 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 303
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $45,283
- Avg per participant Low balance/head
Official DOL plan name: Sierra Club 401(k) Plan for Pwu National Employees · Sponsored by Sierra Club · California · Other Services
$14M in assets, 303 participants
Sierra Club's Sierra Club 401(k) Plan for Pwu National Employees reported $14M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #6,330 in Other Services (7,857 peers)
Coverage in California
Sierra Club 401(k) Plan for Pwu National Employees covers 303 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $14M.
- #6,330
- in Other Services (7,857 peers)
- +28.2%
- assets growth YoY
Sierra Club 401(k) Plan for Pwu National Employees's mid-pack asset rank among Other Services and all filers
Sierra Club 401(k) Plan for Pwu National Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,720,622 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sierra Club 401(k) Plan for Pwu National Employees 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. Sierra Club 401(k) Plan for Pwu National Employees sits mid-pack in the medium band (303 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sierra Club 401(k) Plan for Pwu National Employees reported net income rose from $14K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sierra Club 401(k) Plan for Pwu National Employees end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Sierra Club 401(k) Plan for Pwu National Employees reported participants rose from 238 in the plan year 2022 filing to 303 in the plan year 2023 filing.
DOL schedule card
Filing strip 941153307 · Sierra Club PY 2023 · 401(k)
Sierra Club 401(k) Plan for Pwu National Employees · $14M · 303 · 65th
- VS-ST $14M
- BOY 303
- SCH 65th
- EBSA 401(k)
- PART near Space Needle Retirement Plan
- TYPE ind #6330
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 Other Services retirement plans → · Plans in California →
Sierra Club 401(k) Plan for Pwu National Employees in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 941153307 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sierra Club)
Sponsor-wide plan assets over time
All Sierra Club plans reported in each filing year
- Latest sponsor-wide plan assets
- $137M 27.366058669263825% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 906 | $107M |
| 2023 | 4 | 957 | $85M |
| 2024 | 5 | 1,025 | $137M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Sierra Club 401(k) Plan for Pwu National Employees's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Space Needle Retirement Plan in WA ($14M); by covered participants it is Emergency Hospital Systems 401(k) Plan in TX (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Space Needle Retirement Plan (WA) $14M · 146
- Hm Dunn Aerosystems, Inc. 401(k) Plan (KS) $14M · 265
- Latitude Corp. 401(k) Plan (WI) $14M · 190
- Magnolia Bank Retirement Savings Plan (KY) $14M · 220
Similar participant headcount
Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.
- Emergency Hospital Systems 401(k) Plan (TX) 303 · 0 off
- Wm. a. Straub, Inc. 401(k) Plan (MO) 303 · 0 off
- Neighborhood Health Employees Savings Plan (VA) 303 · 0 off
- Revinate LLC 401(k) Retirement Plan (OR) 303 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.