401(k) · DOL Form 5500 · 2023

Sente Mortgage 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
99
Participants Small participant base
53rd
Percentile by assets National rank
$76,809
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sente Mortgage Retirement Savings Plan · Sponsored by Sente Mortgage · Texas · Finance & Insurance

$8M in assets, 99 participants

Sente Mortgage's Sente Mortgage Retirement Savings Plan reported $8M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,363 in Finance & Insurance (8,869 peers)

Sente Mortgage multi-year trail

Sente Mortgage's plans moved +23.1% in assets from 2022 to 2024; this filing shows Sente Mortgage Retirement Savings Plan at $8M / 99 participants.

#3,363
in Finance & Insurance (8,869 peers)
+4.6%
assets growth YoY

Sente Mortgage Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Sente Mortgage Retirement Savings Plan vs every filed plan by assets

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

$7,604,075 Top 47% higher than 53% 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

Sente Mortgage Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sente Mortgage Retirement Savings Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sente Mortgage Retirement Savings Plan reported net income rose from -$622K in the plan year 2022 filing to $431K in the plan year 2023 filing.
  • Sente Mortgage Retirement Savings Plan reported participants fell from 116 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Sente Mortgage Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260402100 · Sente Mortgage PY 2023 · 401(k)

Sente Mortgage Retirement Savings Plan · $8M · 99 · 53rd

  • EIN $8M
  • EIN 99
  • EIN 53rd
  • EIN 401(k)
  • EIN near Inrad Optics, Inc. Employees' 401(k) Plan
  • EIN ind #3363

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 Finance & Insurance retirement plans → · Plans in Texas →

Sente Mortgage Retirement Savings Plan in the asset neighbourhood

Sherman Loehr 401(k) Plan & TrustSherman Loehr 401(k) Plan & …$8MSente Mortgage Retirement Savings PlanSente Mortgage Retirement Sa…$8MInrad Optics, Inc. Employees' 401(k) PlanInrad Optics, Inc. Employees…$8MSoutheastern 401(k) Plan$8MDeer Lake Partners Holdings 401(k) Profit Sharing PlanDeer Lake Partners Holdings …$8M
End-of-year total assets ($M) among Sente Mortgage Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sente Mortgage multi-year asset trail

Sponsor-wide plan assets over time

All Sente Mortgage plans reported in each filing year

Latest sponsor-wide plan assets
$9M 23.05023468187873% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.27M $8.95M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 116 $7M
2023 1 99 $8M
2024 1 90 $9M

Sente Mortgage filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$431K
Employer EIN260402100
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sente Mortgage Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sente Mortgage Retirement Savings Plan, Total assets ($B): 0.007604075 · Participants: 99Sente Mortgage Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sente Mortgage Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sente Mortgage Retirement Savings Plan side-by-side with 3 peers →

Sente Mortgage Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Inrad Optics, Inc. Employees' 401(k) Plan in NJ ($8M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Sente Mortgage Retirement Savings Plan assets move in 2023? ▼
Sente Mortgage Retirement Savings Plan edged up modestly - up 4.6% during 2023, from $7M to $8M. Reported net income was $431K.
How have Sente Mortgage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sente Mortgage's sponsor-wide assets grew 23.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Sente Mortgage Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inrad Optics, Inc. Employees' 401(k) Plan in NJ ($8M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Sente Mortgage Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A 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 260402100.

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.