Other · DOL Form 5500 · 2023

Sagent Lending Technologies Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
271
Participants Below avg headcount
86th
Percentile by assets National rank
$199,487
Avg per participant Above avg balance/head
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Official DOL plan name: Sagent M&c, LLC 401(k) Plan · Sponsored by Sagent Lending Technologies · Pennsylvania · Professional & Technical Services

$54M in assets, 271 participants

Sagent Lending Technologies's Sagent M&c, LLC 401(k) Plan reported $54M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,751 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Sagent M&c, LLC 401(k) Plan covers 271 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $54M.

#17,751
in Professional & Technical Services (20,321 peers)
+27.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sagent M&c, LLC 401(k) Plan's outsized position by total assets

Sagent M&c, LLC 401(k) Plan vs every filed plan by assets

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

$54,061,033 Top 14% higher than 86% 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

Sagent M&c, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sagent M&c, LLC 401(k) Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sagent M&c, LLC 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Sagent M&c, LLC 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Sagent M&c, LLC 401(k) Plan reported participants rose from 217 in the plan year 2022 filing to 271 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 824498861 · Sagent Lending Technologies PY 2023 · Other

Sagent M&c, LLC 401(k) Plan · $54M · 271 · 86th

  • BOOK $54M
  • BOOK 271
  • BOOK 86th
  • BOOK Other
  • BOOK near Family Healthcare Network 403(b) Plan
  • BOOK ind #17751

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Sagent M&c, LLC 401(k) Plan in the asset neighbourhood

Rutgers Preparatory School Defined Contribution PlanRutgers Preparatory School D…$54MSagent M&c, LLC 401(k) Plan$54MFamily Healthcare Network 403(b) PlanFamily Healthcare Network 40…$54MFrancis Parker School 403(b) PlanFrancis Parker School 403(b)…$54MLa Jewish Home for the Aging Retirement PlanLa Jewish Home for the Aging…$54M
End-of-year total assets ($M) among Sagent M&c, LLC 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$54M
Net Income$12M
Employer EIN824498861
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sagent Lending Technologies)

Sponsor-wide plan assets over time

All Sagent Lending Technologies plans reported in each filing year

Latest sponsor-wide plan assets
$62M 45.39017920942483% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.3M $61.5M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 217 $42M
2023 1 271 $54M
2024 1 344 $62M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Sagent M&c, LLC 401(k) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Sagent M&c, LLC 401(k) Plan, Total assets ($B): 0.054061033 · Participants: 271Sagent M&c, LLC 401(k) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Sagent M&c, LLC 401(k) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Sagent M&c, LLC 401(k) Plan side-by-side with 3 peers →

Sagent M&c, LLC 401(k) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Family Healthcare Network 403(b) Plan in CA ($54M); by covered participants it is Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in IA (271 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Sagent M&c, LLC 401(k) Plan assets move in 2023? ▼
Sagent M&c, LLC 401(k) Plan grew sharply - up 27.8% during 2023, from $42M to $54M. Reported net income was $12M.
How have Sagent Lending Technologies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagent Lending Technologies's sponsor-wide assets grew 45.4%, from $42M to $62M.
Where does Sagent M&c, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sagent M&c, LLC 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sagent M&c, LLC 401(k) Plan? ▼
Among Other plans in other states, the closest by assets is Family Healthcare Network 403(b) Plan in CA ($54M, 1,462 participants).
Which Other plans cover a similar participant headcount to Sagent M&c, LLC 401(k) Plan? ▼
Among Other plans in other states, the closest by covered participants is Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in IA (271 participants, $14M 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 824498861.

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.