401(k) · DOL Form 5500 · 2023

Serent Capital Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
76
Participants Small participant base
73rd
Percentile by assets National rank
$267,702
Avg per participant High balance/head
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Official DOL plan name: Serent Capital 401(k) Plan · Sponsored by Serent Capital Management Company, LLC · California · Finance & Insurance

$20M in assets, 76 participants

Serent Capital Management Company, LLC's Serent Capital 401(k) Plan reported $20M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,281 in Finance & Insurance (8,869 peers)

Serent Capital Management Company, LLC multi-year trail

Serent Capital Management Company, LLC's plans moved +29.2% in assets from 2023 to 2024; this filing shows Serent Capital 401(k) Plan at $20M / 76 participants.

#5,281
in Finance & Insurance (8,869 peers)
+36.3%
assets growth YoY

Serent Capital 401(k) Plan's outsized position by total assets

Serent Capital 401(k) Plan vs every filed plan by assets

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

$20,345,331 Top 27% higher than 73% 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

Serent Capital 401(k) 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. Serent Capital 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

DOL schedule card

Filing strip 261448908 · Serent Capital Management Company, LLC PY 2023 · 401(k)

Serent Capital 401(k) Plan · $20M · 76 · 73rd

  • IND $20M
  • IND 76
  • IND 73rd
  • IND 401(k)
  • IND near Magna Legal Services 401(k) / Profit Sharing Plan
  • IND ind #5281

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 California →

Serent Capital 401(k) Plan in the asset neighbourhood

Serent Capital 401(k) Plan$20MMagna Legal Services 401(k) / Profit Sharing PlanMagna Legal Services 401(k) …$20MFirst Florida Credit Union 401(k) Profit Sharing PlanFirst Florida Credit Union 4…$20MWilliamsmarston LLC Retirement PlanWilliamsmarston LLC Retireme…$20MSayres and Associates LLC 401(k) Retirement PlanSayres and Associates LLC 40…$20M
End-of-year total assets ($M) among Serent Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Serent Capital Management Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Serent Capital Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 29.161000133150942% vs 2023
2024 filing year
$18M$20M$22M$24M$26M$28M 20232024 $20.4M $26.3M ▲ +29.1%
Year Plans Participants Total Assets
2023 1 76 $20M
2024 1 80 $26M

Serent Capital Management Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN261448908
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Serent Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Serent Capital 401(k) Plan, Total assets ($B): 0.020345331 · Participants: 76Serent Capital 401(k) PlanWells 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
Serent Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Serent Capital 401(k) Plan side-by-side with 3 peers →

Serent Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Magna Legal Services 401(k) / Profit Sharing Plan in PA ($20M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Serent Capital 401(k) Plan assets move in 2023? ▼
Serent Capital 401(k) Plan surged - up 36.3% during 2023, from $15M to $20M. Reported net income was $5M.
How have Serent Capital Management Company, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Serent Capital Management Company, LLC's sponsor-wide assets grew 29.2%, from $20M to $26M.
Which 401(k) plans are similar in size to Serent Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magna Legal Services 401(k) / Profit Sharing Plan in PA ($20M, 483 participants).
Which 401(k) plans cover a similar participant headcount to Serent Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 261448908.

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.