401(k) · DOL Form 5500 · 2022

Sentinel Private Wealth Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sentinel Pwi 401(k) · Sponsored by Sentinel Private Wealth Inc. · Florida · Finance & Insurance

$1M in assets, 1 participants

Sentinel Private Wealth Inc.'s Sentinel Pwi 401(k) reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,547 in Finance & Insurance (9,261 peers)

Sentinel Private Wealth Inc. multi-year trail

Sentinel Private Wealth Inc.'s plans moved -73.6% in assets from 2022 to 2024; this filing shows Sentinel Pwi 401(k) at $1M / 1 participant.

#1,547
in Finance & Insurance (9,261 peers)
-28.2%
assets change YoY

The plan reported a net loss of $411K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sentinel Pwi 401(k) among the smaller filed plans by assets

Sentinel Pwi 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,046,227 25th percentile higher than 25% of 139,123 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 2022

Sentinel Pwi 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sentinel Pwi 401(k) is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 863926000 · Sentinel Private Wealth Inc. PY 2022 · 401(k)

Sentinel Pwi 401(k) · $1M · 1 · 25th

  • PHOTO $1M
  • IND 1
  • EOY 25th
  • 5500 401(k)
  • ASSETS near Twgw 401(k) Plan
  • PCT ind #1547

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 Florida →

Sentinel Pwi 401(k) in the asset neighbourhood

Sentinel Pwi 401(k)$1MTwgw 401(k) Plan$1MThe Publick House Retirement PlanThe Publick House Retirement…$1MT2t Retirement Plan & Trust$1MBulldog Industries, Inc. 401(k) PlanBulldog Industries, Inc. 401…$1M
End-of-year total assets ($M) among Sentinel Pwi 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sentinel Private Wealth Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sentinel Private Wealth Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$276K 73.64042411446083% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.05M $0.28M ▼ -73.3%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $276K

Sentinel Private Wealth Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$411K
Employer EIN863926000
Plan Effective Date2021-05-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sentinel Pwi 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sentinel Pwi 401(k), Total assets ($B): 0.001046227 · Participants: 1Sentinel Pwi 401(k)L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Sentinel Pwi 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sentinel Pwi 401(k) side-by-side with 3 peers →

Sentinel Pwi 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Twgw 401(k) Plan in OR ($1M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sentinel Pwi 401(k) assets move in 2022? ▼
Sentinel Pwi 401(k) declined sharply - down 28.2% during 2022, from $1M to $1M. Reported net income was -$411K.
How have Sentinel Private Wealth Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sentinel Private Wealth Inc.'s sponsor-wide assets declined 73.6%, from $1M to $276K.
Where does Sentinel Pwi 401(k) rank by assets among Form 5500 filers? ▼
Sentinel Pwi 401(k) ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Sentinel Pwi 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Twgw 401(k) Plan in OR ($1M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Sentinel Pwi 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863926000.

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.