401(k) · DOL Form 5500 · 2023

Sentry Financial Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
11
Participants Small participant base
50th
Percentile by assets National rank
$605,131
Avg per participant High balance/head
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Official DOL plan name: Sentry Financial Corporation Employee 401(k) Profit Sharing Plan · Sponsored by Sentry Financial Corporation · Utah · Real Estate

$7M in assets, 11 participants

Sentry Financial Corporation's Sentry Financial Corporation Employee 401(k) Profit Sharing Plan reported $7M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,258 in Real Estate (4,727 peers)

Sentry Financial Corporation multi-year trail

Sentry Financial Corporation's plans moved +32.2% in assets from 2022 to 2024; this filing shows Sentry Financial Corporation Employee 401(k) Profit Sharing Plan at $7M / 11 participants.

#3,258
in Real Estate (4,727 peers)
+6.6%
assets growth YoY

Sentry Financial Corporation Employee 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Sentry Financial Corporation Employee 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,656,439 Top 50% higher than 50% 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 Financial Corporation Employee 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 Financial Corporation Employee 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sentry Financial Corporation Employee 401(k) Profit Sharing Plan reported net income fell from $686K in the plan year 2022 filing to $410K in the plan year 2023 filing.
  • Sentry Financial Corporation Employee 401(k) Profit Sharing Plan reported participants fell from 13 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Sentry Financial Corporation Employee 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870436370 · Sentry Financial Corporation PY 2023 · 401(k)

Sentry Financial Corporation Employee 401(k) Profit Sharing Plan · $7M · 11 · 50th

  • TYPE $7M
  • TYPE 11
  • TYPE 50th
  • TYPE 401(k)
  • TYPE near Amini Innovation Corporation 401(k) Plan
  • TYPE ind #3258

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 Real Estate retirement plans → · Plans in Utah →

Sentry Financial Corporation Employee 401(k) Profit Sharing Plan in the asset neighbourhood

Sentry Financial Corporation Employee 401(k) Profit Sharing PlanSentry Financial Corporation…$7MAmini Innovation Corporation 401(k) PlanAmini Innovation Corporation…$7MJzanus Consulting, Inc. 401(k) Profit Sharing Plan and TrustJzanus Consulting, Inc. 401(…$7MAmerica Votes 401(k) Plan$7MJbm Packaging Company Retirement Plan and TrustJbm Packaging Company Retire…$7M
End-of-year total assets ($M) among Sentry Financial Corporation Employee 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sentry Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sentry Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 32.203358081411054% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.25M $8.26M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 13 $6M
2023 1 11 $7M
2024 1 11 $8M

Sentry Financial Corporation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$410K
Employer EIN870436370
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Sentry Financial Corporation Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sentry Financial Corporation Employee 401(k) Profit Sharing Plan, Total assets ($B): 0.006656439 · Participants: 11Sentry Financial Corporation Employee 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Sentry Financial Corporation Employee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Sentry Financial Corporation Employee 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sentry Financial Corporation Employee 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Amini Innovation Corporation 401(k) Plan in CA ($7M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Financial Corporation Employee 401(k) Profit Sharing Plan assets move in 2023? ▼
Sentry Financial Corporation Employee 401(k) Profit Sharing Plan grew at a solid clip - up 6.6% during 2023, from $6M to $7M. Reported net income was $410K.
How have Sentry Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sentry Financial Corporation's sponsor-wide assets grew 32.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Sentry Financial Corporation Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amini Innovation Corporation 401(k) Plan in CA ($7M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Sentry Financial Corporation Employee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 870436370.

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.