401(k) · DOL Form 5500 · 2022
Sentry Insurance Company 401(k) Plan
Data updated 2026-08-11
- $1.6B
- Total assets
- 4,106
- Participants
- 99th
- Percentile by assets
- $395,323
- Avg per participant
Official DOL plan name: Sentry 401(k) Plan · Sponsored by Sentry Insurance Company · Wisconsin · Finance & Insurance
$1.6B in assets, 4,106 participants
Sentry Insurance Company's Sentry 401(k) Plan reported $1.6B in total assets and 4,106 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #9,127 in Finance & Insurance (9,261 peers)
Coverage in Wisconsin
Sentry 401(k) Plan covers 4,106 participants in Wisconsin, 7.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.6B.
- $1.6B
- total plan assets (2022 EOY)
- 4,106
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $395,323
- avg assets per participant
The plan reported a net loss of $124M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Sentry 401(k) Plan reports 4,106 participants - 7.3x that state average ($1.6B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$124M |
| Employer EIN | 390333950 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sentry Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,527 | $3.0B |
| 2023 | 2 | 5,603 | $3.2B |
| 2024 | 2 | 5,768 | $3.3B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sentry 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sentry 401(k) Plan by total assets, not by location.
- Park Nicollet Health Services 401(k) Retirement Savings Plan (MN) $1.6B · 7,649
- Denso Retirement Savings Plan (MI) $1.6B · 12,096
- Fortive Retirement Savings Plan (WA) $1.6B · 10,106
- Teledyne Technologies Incorporated 401(k) Plan (CA) $1.6B · 8,860
Frequently Asked Questions
How did Sentry 401(k) Plan assets move in 2022? ▼
How have Sentry Insurance Company plan assets changed over time? ▼
Where does Sentry 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sentry 401(k) Plan? ▼
Next read for Sentry 401(k) Plan
Filing takeaways
Ways to act on Sentry 401(k) Plan's numbers.
- By total assets, Sentry 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Sentry Insurance Company's sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Finance & Insurance plans