401(k) · DOL Form 5500 · 2023

Sierra Club 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
100
Participants Small participant base
55th
Percentile by assets National rank
$83,009
Avg per participant Below avg balance/head
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Official DOL plan name: Sierra Club 401(k) Plan for Sierra Employee Alliance · Sponsored by Sierra Club · California · Other Services

$8M in assets, 100 participants

Sierra Club's Sierra Club 401(k) Plan for Sierra Employee Alliance reported $8M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,779 in Other Services (7,857 peers)

Coverage in California

Sierra Club 401(k) Plan for Sierra Employee Alliance covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $8M.

#5,779
in Other Services (7,857 peers)
+21.8%
assets growth YoY

Sierra Club 401(k) Plan for Sierra Employee Alliance's mid-pack asset rank among Other Services and all filers

Sierra Club 401(k) Plan for Sierra Employee Alliance vs every filed plan by assets

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

$8,300,924 Top 45% higher than 55% 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

Sierra Club 401(k) Plan for Sierra Employee Alliance among smaller 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 Sierra Employee Alliance is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sierra Club 401(k) Plan for Sierra Employee Alliance reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sierra Club 401(k) Plan for Sierra Employee Alliance end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sierra Club 401(k) Plan for Sierra Employee Alliance reported participants fell from 107 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941153307 · Sierra Club PY 2023 · 401(k)

Sierra Club 401(k) Plan for Sierra Employee Alliance · $8M · 100 · 55th

  • PART $8M
  • PART 100
  • PART 55th
  • PART 401(k)
  • PART near Epec, LLC 401(k) Plan
  • PART ind #5779

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 Sierra Employee Alliance in the asset neighbourhood

Sierra Club 401(k) Plan for Sierra Employee AllianceSierra Club 401(k) Plan for …$8MEpec, LLC 401(k) Plan$8MOh Snap! Pickling, LLC Retirement Savings PlanOh Snap! Pickling, LLC Retir…$8MHottmann Construction Company, Inc. 401(k) Savings PlanHottmann Construction Compan…$8MBrc Rubber Group, Inc. 401(k) PlanBrc Rubber Group, Inc. 401(k…$8M
End-of-year total assets ($M) among Sierra Club 401(k) Plan for Sierra Employee Alliance and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN941153307
Plan Effective Date1997-01-01
Filing StatusFILING 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
$60M$80M$100M$120M$140M$160M 202220232024 $107M $137M ▲ +27.4%
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.

Sierra Club 401(k) Plan for Sierra Employee Alliance vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sierra Club 401(k) Plan for Sierra Employee Alliance, Total assets ($B): 0.008300924 · Participants: 100Sierra Club 401(k) Plan for Sierra Employee AllianceWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sierra Club 401(k) Plan for Sierra Employee Alliance vs. nearby 401(k) plans in California, assets vs. participants
Compare Sierra Club 401(k) Plan for Sierra Employee Alliance side-by-side with 3 peers →

Sierra Club 401(k) Plan for Sierra Employee Alliance's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Epec, LLC 401(k) Plan in MA ($8M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Sierra Club 401(k) Plan for Sierra Employee Alliance assets move in 2023? ▼
Sierra Club 401(k) Plan for Sierra Employee Alliance grew sharply - up 21.8% during 2023, from $7M to $8M. Reported net income was $1M.
How have Sierra Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Club's sponsor-wide assets grew 27.4%, from $107M to $137M.
Which 401(k) plans are similar in size to Sierra Club 401(k) Plan for Sierra Employee Alliance? ▼
Among 401(k) plans in other states, the closest by assets is Epec, LLC 401(k) Plan in MA ($8M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Sierra Club 401(k) Plan for Sierra Employee Alliance? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 941153307.

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.