Defined Benefit (Pension) · DOL Form 5500 · 2023

Sedgwick Claims Management Services, Inc. Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
993
Participants Near avg headcount
89th
Percentile by assets National rank
$69,680
Avg per participant Below avg balance/head
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Official DOL plan name: Sedgwick Retirement Plan · Sponsored by Sedgwick Claims Management Services, Inc. · Tennessee · Finance & Insurance

$69M in assets, 993 participants

Sedgwick Claims Management Services, Inc.'s Sedgwick Retirement Plan reported $69M in total assets and 993 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,298 in Finance & Insurance (8,869 peers)

Where Sedgwick Retirement Plan sits by assets

Sedgwick Retirement Plan sits in the top quartile of all filed plans by assets, $69M for 993 participants (~$69,680/participant), up 9.0% in 2023.

#7,298
in Finance & Insurance (8,869 peers)
+9.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Sedgwick Retirement Plan's outsized position by total assets

Sedgwick Retirement Plan vs every filed plan by assets

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

$69,191,748 Top 11% higher than 89% 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

Sedgwick Retirement 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. Sedgwick Retirement Plan sits mid-pack in the medium band (993 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sedgwick Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sedgwick Retirement Plan end-of-year assets rose from $64M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Sedgwick Retirement Plan reported participants fell from 1,082 in the plan year 2022 filing to 993 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362685608 · Sedgwick Claims Management Services, Inc. PY 2023 · Defined Benefit (Pension)

Sedgwick Retirement Plan · $69M · 993 · 89th

  • EBSA $69M
  • PART 993
  • TYPE 89th
  • NET Defined Benefit (Pension)
  • BOOK near Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund
  • VS-ST ind #7298

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 Tennessee →

Sedgwick Retirement Plan in the asset neighbourhood

The Burke Rehabilitation Hospital Retirement PlanThe Burke Rehabilitation Hos…$69MSedgwick Retirement Plan$69MStone and Marble Masons of Metropolitan Washington D.C. Pension FundStone and Marble Masons of M…$69MLocal 210's Pension Plan$69MIla Local 1478-2 Pension Plan$69M
End-of-year total assets ($M) among Sedgwick Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$69M
Net Income$6M
Employer EIN362685608
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sedgwick Claims Management Services, Inc.)

Sponsor-wide plan assets over time

All Sedgwick Claims Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 29.675859145898396% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.53B $1.98B ▲ +29.4%
Year Plans Participants Total Assets
2022 2 24,553 $1.5B
2023 2 25,530 $1.8B
2024 2 26,722 $2.0B

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sedgwick Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Sedgwick Retirement Plan, Total assets ($B): 0.069191748 · Participants: 993Sedgwick Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Sedgwick Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Sedgwick Retirement Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund in MD ($69M); by covered participants it is Transocean U.S. Retirement Plan in (992 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (993 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 Sedgwick Retirement Plan assets move in 2023? ▼
Sedgwick Retirement Plan grew at a solid clip - up 9.0% during 2023, from $64M to $69M. Reported net income was $6M.
How have Sedgwick Claims Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sedgwick Claims Management Services, Inc.'s sponsor-wide assets grew 29.7%, from $1.5B to $2.0B.
Where does Sedgwick Retirement Plan rank by assets among Form 5500 filers? ▼
Sedgwick Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sedgwick Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund in MD ($69M, 233 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sedgwick Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Transocean U.S. Retirement Plan in (992 participants, $1.2B 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 362685608.

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.