Sierra Club 401(K) Plan For Pwu National Employees — 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 Pwu National Employees is a benefit plan reported by Sierra Club under EIN 94-1153307 and plan number 004. The latest loaded filing year is 2023. The filing reports 416 participants and $13,720,622 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.7MPlan net assets, end of year$13,720,622
Participants416Covered participants reported
Assets / participant$33KComputed: assets ÷ participants$32,982 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Sierra Club
- EIN
- 94-1153307
- Plan number
- 004
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 416 | H, C | 20260310130650NAL0003747537001 |
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)$13.7M total assets
Net assets$13.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,720,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,720,622
- Net assets (BOY)
- $10,699,139
Income & contributions
- Employer contributions
- $949,845
- Participant contributions
- $1,690,212
- Total contributions
- $2,769,431
- Total income / additions
- $4,919,589
Expenses & distributions
- Benefits paid
- $1,850,929
- Administrative expenses
- -$411
- Total expenses
- $1,850,518
- Net increase / (decrease)
- $3,069,071
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.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $5,498 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,909 | $0 | 2023 |