Profit Sharing · DOL Form 5500 · 2023

Sendero Cove Holdings Co. Profit Sharing Plan

Data updated 2026-08-25

$864K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$432,000
Avg per participant High balance/head
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Official DOL plan name: Sendero Cove Holdings Co. Retirement Plan · Sponsored by Sendero Cove Holdings Co. · Texas · Real Estate

$864K in assets, 2 participants

Sendero Cove Holdings Co.'s Sendero Cove Holdings Co. Retirement Plan reported $864K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,844 in Real Estate (4,727 peers)

What the 2023 filing shows

Sendero Cove Holdings Co. Retirement Plan holds $864K for 2 participants - about $432,000 per participant, among the smaller plans by assets on file.

#1,844
in Real Estate (4,727 peers)
-1.1%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sendero Cove Holdings Co. Retirement Plan among the smaller filed plans by assets

Sendero Cove Holdings Co. Retirement Plan vs every filed plan by assets

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

$864,000 22nd percentile higher than 22% 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

Sendero Cove Holdings Co. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sendero Cove Holdings Co. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sendero Cove Holdings Co. Retirement Plan reported net income fell from -$1K in the plan year 2022 filing to -$10K in the plan year 2023 filing.
  • Sendero Cove Holdings Co. Retirement Plan end-of-year assets fell from $874K in the plan year 2022 filing to $864K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464164868 · Sendero Cove Holdings Co. PY 2023 · Profit Sharing

Sendero Cove Holdings Co. Retirement Plan · $864K · 2 · 22nd

  • BOY $864K
  • SCH 2
  • EBSA 22nd
  • PART Profit Sharing
  • TYPE near John K. Lee, Dds Profit Sharing Plan
  • NET ind #1844

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 Real Estate retirement plans → · Plans in Texas →

Sendero Cove Holdings Co. Retirement Plan in the asset neighbourhood

Sendero Cove Holdings Co. Retirement PlanSendero Cove Holdings Co. Re…$864KJohn K. Lee, Dds Profit Sharing PlanJohn K. Lee, Dds Profit Shar…$864KIndustrial Fire Products, Corp. Retirement PlanIndustrial Fire Products, Co…$864KCastle Merchandising, Inc. Profit Sharing PlanCastle Merchandising, Inc. P…$865KR. Inter Chiropractic, LLC Profit Sharing PlanR. Inter Chiropractic, LLC P…$865K
End-of-year total assets ($M) among Sendero Cove Holdings Co. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$874K
Net Assets (End of Year)$864K
Net Income-$10K
Employer EIN464164868
Plan Effective Date2013-11-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Sendero Cove Holdings Co.)

Sponsor-wide plan assets over time

All Sendero Cove Holdings Co. plans reported in each filing year

Latest sponsor-wide plan assets
$864K 1.1441647597254003% vs 2022
2023 filing year
$0.86M$0.86M$0.87M$0.87M$0.88M 20222023 $0.87M $0.86M ▼ -1.1%
Year Plans Participants Total Assets
2022 1 2 $874K
2023 1 2 $864K

Nearby Profit Sharing Plans in Texas

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

Sendero Cove Holdings Co. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Sendero Cove Holdings Co. Retirement Plan, Total assets ($B): 0.000864 · Participants: 2Sendero Cove Holdings Co. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Sendero Cove Holdings Co. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Sendero Cove Holdings Co. Retirement Plan side-by-side with 3 peers →

Sendero Cove Holdings Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is John K. Lee, Dds Profit Sharing Plan in CA ($864K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sendero Cove Holdings Co. Retirement Plan assets move in 2023? ▼
Sendero Cove Holdings Co. Retirement Plan edged down modestly - down 1.1% during 2023, from $874K to $864K. Reported net income was -$10K.
How have Sendero Cove Holdings Co. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sendero Cove Holdings Co.'s sponsor-wide assets declined 1.1%, from $874K to $864K.
Where does Sendero Cove Holdings Co. Retirement Plan rank by assets among Form 5500 filers? ▼
Sendero Cove Holdings Co. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sendero Cove Holdings Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John K. Lee, Dds Profit Sharing Plan in CA ($864K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Sendero Cove Holdings Co. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 464164868.

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.