401(k) · DOL Form 5500 · 2024

Sierra Venture Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$152K
Total assets Small plan by assets
7
Participants Small participant base
9th
Percentile by assets National rank
$21,749
Avg per participant Low balance/head
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Official DOL plan name: Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan · Sponsored by Sierra Venture Capital, Inc. · Florida · Other Services

$152K in assets, 7 participants

Sierra Venture Capital, Inc.'s Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan reported $152K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,425 in Other Services (7,719 peers)

Sierra Venture Capital, Inc. multi-year trail

Sierra Venture Capital, Inc.'s plans moved -32.5% in assets from 2022 to 2024; this filing shows Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan at $152K / 7 participants.

#1,425
in Other Services (7,719 peers)
-35.9%
assets change YoY

The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$152,240 9th percentile higher than 9% 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 Venture Capital, Inc. 401(k) Profit Sharing 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 Venture Capital, Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan reported net income fell from $12K in the plan year 2023 filing to -$85K in the plan year 2024 filing.
  • Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan reported participants rose from 5 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $237K in the plan year 2023 filing to $152K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 452047774 · Sierra Venture Capital, Inc. PY 2024 · 401(k)

Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan · $152K · 7 · 9th

  • BOOK $152K
  • BOOK 7
  • BOOK 9th
  • BOOK 401(k)
  • BOOK near Amj Investments 401(k)
  • BOOK ind #1425

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 Florida →

Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sierra Venture Capital, Inc. 401(k) Profit Sharing PlanSierra Venture Capital, Inc.…$152KAmj Investments 401(k)$152KKeith B Hicks and Associates, Inc. 401(k) PlanKeith B Hicks and Associates…$152KSj Leith Enterprises Inc. 401(k) PlanSj Leith Enterprises Inc. 40…$152KFindec Basic Pep 401(k) Plan$152K
End-of-year total assets ($M) among Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sierra Venture Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sierra Venture Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$152K 32.47972040998257% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.23M $0.15M ▼ -34.8%
Year Plans Participants Total Assets
2022 1 4 $225K
2023 1 5 $237K
2024 1 7 $152K

Sierra Venture Capital, Inc. filing trail (2024)

Total Assets (Beginning of Year)$237K
Net Assets (End of Year)$152K
Net Income-$85K
Employer EIN452047774
Plan Effective Date2011-04-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00015224 · Participants: 7Sierra Venture Capital, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Amj Investments 401(k) in CA ($152K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($152K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Venture Capital, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan contracted severely - down 35.9% during 2024, from $237K to $152K. Reported net income was -$85K.
How have Sierra Venture Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Venture Capital, Inc.'s sponsor-wide assets declined 32.5%, from $225K to $152K.
Where does Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amj Investments 401(k) in CA ($152K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Sierra Venture Capital, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 452047774.

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.