Other · DOL Form 5500 · 2024

Sagent Lending Technologies Retirement Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
344
Participants Below avg headcount
86th
Percentile by assets National rank
$178,846
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

$62M in assets, 344 participants

Sagent Lending Technologies's Sagent M&c, LLC 401(k) Plan reported $62M in total assets and 344 participants in its 2024 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.

  • #17,604 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Sagent M&c, LLC 401(k) Plan covers 344 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $62M.

#17,604
in Professional & Technical Services (20,173 peers)
+13.8%
assets growth YoY
0.6×
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 2024 · DOL Form 5500

$61,523,016 Top 14% higher than 86% 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

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

Plan-year 2024 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 (344 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sagent M&c, LLC 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Sagent M&c, LLC 401(k) Plan reported participants rose from 271 in the plan year 2023 filing to 344 in the plan year 2024 filing.
  • Sagent M&c, LLC 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $62M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 824498861 · Sagent Lending Technologies PY 2024 · Other

Sagent M&c, LLC 401(k) Plan · $62M · 344 · 86th

  • ASSETS $62M
  • ASSETS 344
  • ASSETS 86th
  • ASSETS Other
  • ASSETS near North County Health Project, Inc. 403(b) Plan
  • ASSETS ind #17604

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…$62MNorth County Health Project, Inc. 403(b) PlanNorth County Health Project,…$62MSagent M&c, LLC 401(k) Plan$62MDexter Southfield, Inc. Defined Contribution Retirement PlanDexter Southfield, Inc. Defi…$61MSt. Paul Academy and Summit School 403(b) DC PlanSt. Paul Academy and Summit …$61M
End-of-year total assets ($M) among Sagent M&c, LLC 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$62M
Net Income$7M
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): 0.061523016 · Participants: 344Sagent M&c, LLC 401(k) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson 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 North County Health Project, Inc. 403(b) Plan in CA ($62M); by covered participants it is 2first Choice Community Healthcare 403(b) Plan in NM (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Sagent M&c, LLC 401(k) Plan assets move in 2024? ▼
Sagent M&c, LLC 401(k) Plan grew at a solid clip - up 13.8% during 2024, from $54M to $62M. Reported net income was $7M.
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 123,622 plans that reported assets for plan year 2024 (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 North County Health Project, Inc. 403(b) Plan in CA ($62M, 789 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 2first Choice Community Healthcare 403(b) Plan in NM (344 participants, $27M 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 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.