401(k) · DOL Form 5500 · 2023

Sentry Bank 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
36
Participants Small participant base
37th
Percentile by assets National rank
$91,930
Avg per participant Below avg balance/head
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Official DOL plan name: Sentry Bank 401(k) Plan · Sponsored by Sentry Bank · Minnesota · Finance & Insurance

$3M in assets, 36 participants

Sentry Bank's Sentry Bank 401(k) Plan reported $3M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,295 in Finance & Insurance (8,869 peers)

Sentry Bank multi-year trail

Sentry Bank's plans moved +49.1% in assets from 2022 to 2024; this filing shows Sentry Bank 401(k) Plan at $3M / 36 participants.

#2,295
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY

Sentry Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sentry Bank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,309,475 37th percentile higher than 37% of 127,068 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 2023

Sentry Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sentry Bank 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sentry Bank 401(k) Plan reported net income rose from -$946K in the plan year 2022 filing to $510K in the plan year 2023 filing.
  • Sentry Bank 401(k) Plan reported participants rose from 26 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Sentry Bank 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410257190 · Sentry Bank PY 2023 · 401(k)

Sentry Bank 401(k) Plan · $3M · 36 · 37th

  • RANK $3M
  • RANK 36
  • RANK 37th
  • RANK 401(k)
  • RANK near Hydroquebec US 401(k) Plan
  • RANK ind #2295

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 Minnesota →

Sentry Bank 401(k) Plan in the asset neighbourhood

Sentry Bank 401(k) Plan$3MHydroquebec US 401(k) Plan$3MEaze Solutions Inc. Retirement TrustEaze Solutions Inc. Retireme…$3MContemporary Management Concepts, Lllp 401(k) PlanContemporary Management Conc…$3MCincinnati Ballet Retirement Savings PlanCincinnati Ballet Retirement…$3M
End-of-year total assets ($M) among Sentry Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sentry Bank multi-year asset trail

Sponsor-wide plan assets over time

All Sentry Bank plans reported in each filing year

Latest sponsor-wide plan assets
$4M 49.11704998549965% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.8M $4.18M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 36 $3M
2024 1 34 $4M

Sentry Bank filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$510K
Employer EIN410257190
Plan Effective Date1977-12-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Sentry Bank 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Sentry Bank 401(k) Plan, Total assets ($B): 0.003309475 · Participants: 36Sentry Bank 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Sentry Bank 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Sentry Bank 401(k) Plan side-by-side with 3 peers →

Sentry Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Hydroquebec US 401(k) Plan in CT ($3M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sentry Bank 401(k) Plan assets move in 2023? ▼
Sentry Bank 401(k) Plan grew sharply - up 18.2% during 2023, from $3M to $3M. Reported net income was $510K.
How have Sentry Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sentry Bank's sponsor-wide assets grew 49.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Sentry Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hydroquebec US 401(k) Plan in CT ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Sentry Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410257190.

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.