401(k) · DOL Form 5500 · 2024
Serent Capital Management Company, LLC 401(k) Plan
Data updated 2026-08-11
- $26M
- Total assets
- 80
- Participants
- 75th
- Percentile by assets
- $328,478
- Avg per participant
Official DOL plan name: Serent Capital 401(k) Plan · Sponsored by Serent Capital Management Company, LLC · California · Finance & Insurance
$26M in assets, 80 participants
Serent Capital Management Company, LLC's Serent Capital 401(k) Plan reported $26M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 123,622 plans)
- #5,279 in Finance & Insurance (8,549 peers)
Where Serent Capital 401(k) Plan sits by assets
Serent Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 80 participants (~$328,478/participant), up 29.2% in 2024.
- $26M
- total plan assets (2024 EOY)
- 80
- covered participants
- 75th
- percentile by assets (of 123,622 plans)
- $328,478
- avg assets per participant
Where Serent Capital 401(k) Plan sits by total assets
Serent Capital 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,278,233 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Serent Capital 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Serent Capital 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Serent Capital 401(k) Plan reported participants rose from 76 in the plan year 2023 filing to 80 in the plan year 2024 filing.
Serent Capital 401(k) Plan vs the 2024 asset distribution
By assets, Serent Capital 401(k) Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $6M |
| Employer EIN | 261448908 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Serent Capital Management Company, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 76 | $20M |
| 2024 | 1 | 80 | $26M |
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
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Serent Capital 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Serent Capital 401(k) Plan assets move in 2024? ▼
How have Serent Capital Management Company, LLC plan assets changed over time? ▼
Where does Serent Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Serent Capital 401(k) Plan? ▼
Next read for Serent Capital 401(k) Plan
Scale reading
Ways to act on Serent Capital 401(k) Plan's numbers.
- By total assets, Serent Capital 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Serent Capital Management Company, LLC's sponsor-wide assets have grown 29.2% since 2023 across 2 plan years on file. More Finance & Insurance plans