401(k) · DOL Form 5500 · 2022
Sentry Insurance Company 401(k) Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 4,106
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $395,323
- Avg per participant High balance/head
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.
- #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.
- #9,127
- in Finance & Insurance (9,261 peers)
- -7.1%
- assets change YoY
- 16×
- vs typical plan assets (national mean)
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.
Sentry 401(k) Plan's outsized position by total assets
Sentry 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,623,196,734 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sentry 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sentry 401(k) Plan lands in the large band (4,106 participants).
DOL schedule card
Filing strip 390333950 · Sentry Insurance Company PY 2022 · 401(k)
Sentry 401(k) Plan · $1.6B · 4,106 · 99th
- BOOK $1.6B
- VS-ST 4,106
- BOY 99th
- SCH 401(k)
- EBSA near Park Nicollet Health Services 401(k) Retirement Savings Plan
- PART ind #9127
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 Wisconsin →
Sentry 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Sentry Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.3B 12.54775483709569% vs 2022
- 2024 filing year
| 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.
- 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
Sentry 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Park Nicollet Health Services 401(k) Retirement Savings Plan in MN ($1.6B); by covered participants it is Shearer's Foods, LLC Retirement Savings Plan in OH (4,108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,106 participants); asset peers above are excluded.
- Shearer's Foods, LLC Retirement Savings Plan (OH) 4,108 · 2 off
- Crocs, Inc. 401(k) Plan (CO) 4,103 · 3 off
- Great Dane LLC Employee's Retirement Savings Plan (IL) 4,109 · 3 off
- 401(k) Profit Sharing Plan for Employees of Medamerica, Inc. (CA) 4,103 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.