401(k) · DOL Form 5500 · 2024

Serent Capital Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
80
Participants Small participant base
75th
Percentile by assets National rank
$328,478
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

$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.

  • #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.

#5,279
in Finance & Insurance (8,549 peers)
+29.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$26,278,233 Top 25% higher than 75% of 123,620 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 2024

Serent Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Serent Capital 401(k) Plan is a small filing (80 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 261448908 · Serent Capital Management Company, LLC PY 2024 · 401(k)

Serent Capital 401(k) Plan · $26M · 80 · 75th

  • EOY $26M
  • EOY 80
  • EOY 75th
  • EOY 401(k)
  • EOY near Dadco, Inc. 401(k) Plan
  • EOY ind #5279

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$26MDadco, Inc. 401(k) Plan$26MNorthland Aluminum Products, Inc. Retirement and Savings Plan and TrustNorthland Aluminum Products,…$26MNorthwood Investments Corp 401(k) Profit Sharing PlanNorthwood Investments Corp 4…$26MKightlinger & Gray, LLP 401(k) Profit Sharing PlanKightlinger & Gray, LLP 401(…$26M
End-of-year total assets ($M) among Serent Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN261448908
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serent Capital Management Company, LLC)

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

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. -50000050000100000150000 -200204060 Total assets ($B) Participants Serent Capital 401(k) Plan, Total assets ($B): 0.026278233 · Participants: 80Serent Capital 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Dadco, Inc. 401(k) Plan in MI ($26M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Serent Capital 401(k) Plan grew sharply - up 29.2% during 2024, from $20M to $26M. Reported net income was $6M.
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.
Where does Serent Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Serent Capital 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
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 Dadco, Inc. 401(k) Plan in MI ($26M, 105 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 Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.