401(k) · DOL Form 5500 · 2023

Sentry Insurance Company 401(k) Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
4,343
Participants Above avg headcount
99th
Percentile by assets National rank
$415,978
Avg per participant High balance/head
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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.

  • #8,731 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Sentry 401(k) Plan covers 4,343 participants in Wisconsin, 7.7x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.8B.

#8,731
in Finance & Insurance (8,869 peers)
+11.3%
assets growth YoY
18×
vs typical plan assets (national mean)

Sentry 401(k) Plan's outsized position by total assets

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

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

$1,806,594,385 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 401(k) 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 401(k) Plan lands in the large band (4,343 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390333950 · Sentry Insurance Company PY 2023 · 401(k)

Sentry 401(k) Plan · $1.8B · 4,343 · 99th

  • PHOTO $1.8B
  • IND 4,343
  • EOY 99th
  • 5500 401(k)
  • ASSETS near Reyes Holdings Retirement Plan
  • PCT ind #8731

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 401(k) Plan in the asset neighbourhood

Sentry 401(k) Plan$1.8BReyes Holdings Retirement PlanReyes Holdings Retirement Pl…$1.8BXpo Logistics Retirement Savings PlanXpo Logistics Retirement Sav…$1.8BSyngenta Corporation Investment Savings PlanSyngenta Corporation Investm…$1.8BDassault Systemes Employee Savings Plan PlusDassault Systemes Employee S…$1.8B
End-of-year total assets ($B) among Sentry 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.8B
Net Income$183M
Employer EIN390333950
Plan Effective Date1974-01-01
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 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 Scatter plot of 6 data points. 020000400006000080000100000 0246810 Total assets ($B) Participants Sentry 401(k) Plan, Total assets ($B): 1.806594385 · Participants: 4343Sentry 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Sentry 401(k) Plan vs. nearby 401(k) plans in Wisconsin, 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 Wisconsin, the nearest 401(k) by assets is Reyes Holdings Retirement Plan in IL ($1.8B); by covered participants it is South Texas Pizza Inc 401(k) Plan in TX (4,340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,343 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 grew at a solid clip - up 11.3% during 2023, from $1.6B to $1.8B. Reported net income was $183M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Sentry 401(k) 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 401(k) plans are similar in size to Sentry 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reyes Holdings Retirement Plan in IL ($1.8B, 32,089 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 South Texas Pizza Inc 401(k) Plan in TX (4,340 participants, $70K 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.