Defined Benefit (Pension) · DOL Form 5500 · 2023

Sentry Insurance Company Pension Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
1,260
Participants Near avg headcount
99th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,705
in Finance & Insurance (8,869 peers)
+6.4%
assets growth YoY
14×
vs typical plan assets (national mean)

Sentry Employee Retirement Plan's outsized position by total assets

Sentry Employee Retirement Plan vs every filed plan by assets

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

$1,434,958,578 Top 1% higher than 99% 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 Employee Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sentry Employee Retirement Plan lands in the large band (1,260 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390333950 · Sentry Insurance Company PY 2023 · Defined Benefit (Pension)

Sentry Employee Retirement Plan · $1.4B · 1,260 · 99th

  • PHOTO $1.4B
  • IND 1,260
  • EOY 99th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Southern California Pipe Trades Retirement Fund
  • PCT ind #8705

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 Wisconsin →

Sentry Employee Retirement Plan in the asset neighbourhood

Freeport Minerals Corporation Retirement PlanFreeport Minerals Corporatio…$1.4BSentry Employee Retirement PlanSentry Employee Retirement P…$1.4BSouthern California Pipe Trades Retirement FundSouthern California Pipe Tra…$1.4BBoy Scouts of America Master Pension Trust-Boy Scouts of America Retirement Plan for EmployeesBoy Scouts of America Master…$1.4BPension Plan B for Employees of Consumers Energy CompanyPension Plan B for Employees…$1.4B
End-of-year total assets ($B) among Sentry Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.4B
Net Income$86M
Employer EIN390333950
Plan Effective Date1929-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sentry Insurance Company)

Sponsor-wide plan assets over time

All Sentry Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$3.3B 12.54775483709569% vs 2022
2024 filing year
$2.8B$3B$3.2B$3.4B 202220232024 $2.97B $3.34B ▲ +12.5%
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 Scatter plot of 6 data points. 020004000600080001000012000 11.522.533.5 Total assets ($B) Participants Sentry Employee Retirement Plan, Total assets ($B): 1.434958578 · Participants: 1260Sentry Employee Retirement PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Sentry Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Sentry Employee Retirement Plan side-by-side with 3 peers →

Sentry Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Southern California Pipe Trades Retirement Fund in CA ($1.4B); by covered participants it is Rga Reinsurance Company Performance Pension Plan in MO (1,259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,260 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 Employee Retirement Plan assets move in 2023? ▼
Sentry Employee Retirement Plan grew at a solid clip - up 6.4% during 2023, from $1.3B to $1.4B. Reported net income was $86M.
How have Sentry Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sentry Insurance Company's sponsor-wide assets grew 12.5%, from $3.0B to $3.3B.
Where does Sentry Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Sentry Employee Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Sentry Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern California Pipe Trades Retirement Fund in CA ($1.4B, 6,346 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sentry Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rga Reinsurance Company Performance Pension Plan in MO (1,259 participants, $180M 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 390333950.

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.