401(k) · DOL Form 5500 · 2023

Sentry Ford Lincoln, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
68
Participants Small participant base
58th
Percentile by assets National rank
$142,959
Avg per participant Near avg balance/head
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Official DOL plan name: Sentry Auto Group 401(k) Profit Sharing Plan · Sponsored by Sentry Ford Lincoln, Inc. · Massachusetts · Retail Trade

$10M in assets, 68 participants

Sentry Ford Lincoln, Inc.'s Sentry Auto Group 401(k) Profit Sharing Plan reported $10M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,779 in Retail Trade (8,414 peers)

Sentry Ford Lincoln, Inc. multi-year trail

Sentry Ford Lincoln, Inc.'s plans moved +43.7% in assets from 2022 to 2024; this filing shows Sentry Auto Group 401(k) Profit Sharing Plan at $10M / 68 participants.

#5,779
in Retail Trade (8,414 peers)
+25.9%
assets growth YoY

Sentry Auto Group 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Sentry Auto Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,721,209 Top 42% higher than 58% 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 Auto Group 401(k) Profit Sharing 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 Auto Group 401(k) Profit Sharing Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sentry Auto Group 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sentry Auto Group 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Sentry Auto Group 401(k) Profit Sharing Plan reported participants fell from 75 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043018451 · Sentry Ford Lincoln, Inc. PY 2023 · 401(k)

Sentry Auto Group 401(k) Profit Sharing Plan · $10M · 68 · 58th

  • EOY $10M
  • 5500 68
  • ASSETS 58th
  • PCT 401(k)
  • EIN near Microsystems Automation Group Retirement Plan
  • RANK ind #5779

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 Retail Trade retirement plans → · Plans in Massachusetts →

Sentry Auto Group 401(k) Profit Sharing Plan in the asset neighbourhood

Sentry Auto Group 401(k) Profit Sharing PlanSentry Auto Group 401(k) Pro…$10MMicrosystems Automation Group Retirement PlanMicrosystems Automation Grou…$10M403(b) Thrift Plan for Employees of Area Office on Aging403(b) Thrift Plan for Emplo…$10MAtlanta Postal Credit Union 401(k) Plan and TrustAtlanta Postal Credit Union …$10MKci Computing, Inc. Employees Savings TrustKci Computing, Inc. Employee…$10M
End-of-year total assets ($M) among Sentry Auto Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sentry Ford Lincoln, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sentry Ford Lincoln, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 43.71457375685695% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.72M $11.1M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 75 $8M
2023 1 68 $10M
2024 1 70 $11M

Sentry Ford Lincoln, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN043018451
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sentry Auto Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sentry Auto Group 401(k) Profit Sharing Plan, Total assets ($B): 0.009721209 · Participants: 68Sentry Auto Group 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sentry Auto Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sentry Auto Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sentry Auto Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Microsystems Automation Group Retirement Plan in VA ($10M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Auto Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Sentry Auto Group 401(k) Profit Sharing Plan grew sharply - up 25.9% during 2023, from $8M to $10M. Reported net income was $2M.
How have Sentry Ford Lincoln, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sentry Ford Lincoln, Inc.'s sponsor-wide assets grew 43.7%, from $8M to $11M.
Which 401(k) plans are similar in size to Sentry Auto Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Microsystems Automation Group Retirement Plan in VA ($10M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Sentry Auto Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants, $28M 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 043018451.

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.