Defined Benefit (Pension) · DOL Form 5500 · 2023
Sentry Insurance Company Pension Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 1,260
- Participants
- 99th
- Percentile by assets
- $1.1M
- Avg per participant
Official DOL plan name: Sentry Employee Retirement Plan · Sponsored by Sentry Insurance Company · Wisconsin · Finance & Insurance
$1.4B in assets, 1,260 participants
Sentry Insurance Company's Sentry Employee Retirement Plan reported $1.4B in total assets and 1,260 participants in its 2023 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.
- 99th percentile by assets (of 127,072 plans)
- #8,705 in Finance & Insurance (8,869 peers)
Coverage in Wisconsin
Sentry Employee Retirement Plan covers 1,260 participants in Wisconsin, 2.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2023 EOY)
- 1,260
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $1.1M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sentry Employee Retirement Plan reported net income rose from -$462M in the plan year 2022 filing to $86M in the plan year 2023 filing.
- Sentry Employee Retirement Plan reported participants fell from 1,421 in the plan year 2022 filing to 1,260 in the plan year 2023 filing.
- Sentry Employee Retirement Plan end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Sentry Employee Retirement Plan reports 1,260 participants - 2.2x that state average ($1.4B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $86M |
| Employer EIN | 390333950 |
| Plan Effective Date | 1929-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sentry Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,527 | $3.0B |
| 2023 | 2 | 5,603 | $3.2B |
| 2024 | 2 | 5,768 | $3.3B |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Sentry Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Sentry Employee Retirement Plan by total assets, not by location.
- Southern California Pipe Trades Retirement Fund (CA) $1.4B · 6,346
- Boy Scouts of America Master Pension Trust-Boy Scouts of America Retirement Plan for Employees (TX) $1.4B · 2,204
- Freeport Minerals Corporation Retirement Plan (AZ) $1.4B · 2,597
- Pension Plan B for Employees of Consumers Energy Company (MI) $1.4B · 335
Frequently Asked Questions
How did Sentry Employee Retirement Plan assets move in 2023? ▼
How have Sentry Insurance Company plan assets changed over time? ▼
Where does Sentry Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Sentry Employee Retirement Plan? ▼
Next read for Sentry Employee Retirement Plan
Filing takeaways
Ways to act on Sentry Employee Retirement Plan's numbers.
- By total assets, Sentry Employee Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Sentry Insurance Company's sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Finance & Insurance plans