401(k) · DOL Form 5500 · 2023
Sentry Insurance Company 401(k) Plan
Data updated 2026-08-06
- $1.8B
- Total assets
- 4,343
- Participants
- 99th
- Percentile by assets
- $415,978
- Avg per participant
Official DOL plan name: Sentry 401(k) Plan · Sponsored by Sentry Insurance Company · Wisconsin · Finance & Insurance
$1.8B in assets, 4,343 participants
Sentry Insurance Company's Sentry 401(k) Plan reported $1.8B in total assets and 4,343 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 126,618 plans)
- #8,714 in Finance & Insurance (8,852 peers)
Coverage in Wisconsin
Sentry 401(k) Plan covers 4,343 participants in Wisconsin, 7.7x the typical Wisconsin plan (state average ~565 per filing). Assets: $1.8B.
- $1.8B
- total plan assets (2023 EOY)
- 4,343
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $415,978
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sentry 401(k) Plan reported net income rose from -$124M in the plan year 2022 filing to $183M in the plan year 2023 filing.
- Sentry 401(k) Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
- Sentry 401(k) Plan reported participants rose from 4,106 in the plan year 2022 filing to 4,343 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Sentry 401(k) Plan reports 4,343 participants - 7.7x that state average ($1.8B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $183M |
| Employer EIN | 390333950 |
| Plan Effective Date | 1974-01-01 |
| 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 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sentry 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sentry 401(k) Plan by total assets, not by location.
- Reyes Holdings Retirement Plan (IL) $1.8B · 32,089
- Syngenta Corporation Investment Savings Plan (NC) $1.8B · 4,226
- Xpo Logistics Retirement Savings Plan (OR) $1.8B · 6,189
- Dassault Systemes Employee Savings Plan Plus (MA) $1.8B · 5,925
Frequently Asked Questions
How did Sentry 401(k) Plan assets move in 2023? ▼
How have Sentry Insurance Company plan assets changed over time? ▼
Where does Sentry 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sentry 401(k) Plan? ▼
Next read for Sentry 401(k) Plan
Filing takeaways
Ways to act on Sentry 401(k) Plan's numbers.
- By total assets, Sentry 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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