401(k) · DOL Form 5500 · 2023

Functional Software, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
228
Participants Below avg headcount
65th
Percentile by assets National rank
$57,858
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sentry 401(k) Plan · Sponsored by Functional Software, Inc. · California · Information & Media

$13M in assets, 228 participants

Functional Software, Inc.'s Sentry 401(k) Plan reported $13M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,495 in Information & Media (2,818 peers)

Coverage in California

Sentry 401(k) Plan covers 228 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $13M.

#1,495
in Information & Media (2,818 peers)
+94.7%
assets growth YoY

Sentry 401(k) Plan's mid-pack asset rank among Information & Media and all filers

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

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

$13,191,610 Top 35% higher than 65% 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 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sentry 401(k) Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sentry 401(k) Plan reported net income rose from $622K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sentry 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Sentry 401(k) Plan reported participants rose from 138 in the plan year 2022 filing to 228 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 474554430 · Functional Software, Inc. PY 2023 · 401(k)

Sentry 401(k) Plan · $13M · 228 · 65th

  • 5500 $13M
  • ASSETS 228
  • PCT 65th
  • EIN 401(k)
  • RANK near Emily's List 401(k) Retirement Plan
  • PHOTO ind #1495

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 Information & Media retirement plans → · Plans in California →

Sentry 401(k) Plan in the asset neighbourhood

Sentry 401(k) Plan$13MEmily's List 401(k) Retirement PlanEmily's List 401(k) Retireme…$13MI & I Sling, LLC. 401(k) Profit Sharing PlanI & I Sling, LLC. 401(k) Pro…$13MBayland Buildings, Inc. 401(k) Profit Sharing Plan & TrustBayland Buildings, Inc. 401(…$13MWhen I Work, Inc. 401(k) Plan$13M
End-of-year total assets ($M) among Sentry 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$13M
Net Income$6M
Employer EIN474554430
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Functional Software, Inc.)

Sponsor-wide plan assets over time

All Functional Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 180.66386755997263% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $6.78M $19M ▲ +180.5%
Year Plans Participants Total Assets
2022 1 138 $7M
2023 1 228 $13M
2024 1 232 $19M

Nearby 401(k) Plans in California

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

Sentry 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sentry 401(k) Plan, Total assets ($B): 0.01319161 · Participants: 228Sentry 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sentry 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sentry 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Emily's List 401(k) Retirement Plan in DC ($13M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 401(k) Plan assets move in 2023? ▼
Sentry 401(k) Plan surged - up 94.7% during 2023, from $7M to $13M. Reported net income was $6M.
How have Functional Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Functional Software, Inc.'s sponsor-wide assets grew 180.7%, from $7M to $19M.
Which 401(k) plans are similar in size to Sentry 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emily's List 401(k) Retirement Plan in DC ($13M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Sentry 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M 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 474554430.

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.