Sierra Club 401(K) Plan For Sierra Employee Alliance — Form 5500 plan (Sierra Club)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sierra Club 401(K) Plan For Sierra Employee Alliance is a benefit plan reported by Sierra Club under EIN 94-1153307 and plan number 003. The latest loaded filing year is 2023. The filing reports 154 participants and $8,300,924 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.3MPlan net assets, end of year$8,300,924
Participants154Covered participants reported
Assets / participant$53.9KComputed: assets ÷ participants$53,902 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Sierra Club
- EIN
- 94-1153307
- Plan number
- 003
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20260311212641NAL0006014403001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.3M total assets
Net assets$8.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,300,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,300,924
- Net assets (BOY)
- $6,812,675
Income & contributions
- Employer contributions
- $253,064
- Participant contributions
- $518,160
- Total contributions
- $840,162
- Total income / additions
- $2,200,442
Expenses & distributions
- Benefits paid
- $715,890
- Administrative expenses
- -$3,700
- Total expenses
- $712,190
- Net increase / (decrease)
- $1,488,252
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$4,447 | $0 | 2023 |