401(k) · DOL Form 5500 · 2024

Functional Software, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
232
Participants Below avg headcount
69th
Percentile by assets National rank
$81,984
Avg per participant Below avg balance/head
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Official DOL plan name: Sentry 401(k) Plan · Sponsored by Functional Software, Inc. · California · Information & Media

$19M in assets, 232 participants

Functional Software, Inc.'s Sentry 401(k) Plan reported $19M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,672 in Information & Media (2,822 peers)

Coverage in California

Sentry 401(k) Plan covers 232 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $19M.

#1,672
in Information & Media (2,822 peers)
+44.2%
assets growth YoY

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 2024 · DOL Form 5500

$19,020,377 Top 31% higher than 69% of 123,620 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 2024

Sentry 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sentry 401(k) Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sentry 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Sentry 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Sentry 401(k) Plan reported participants rose from 228 in the plan year 2023 filing to 232 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 474554430 · Functional Software, Inc. PY 2024 · 401(k)

Sentry 401(k) Plan · $19M · 232 · 69th

  • BOOK $19M
  • VS-ST 232
  • BOY 69th
  • SCH 401(k)
  • EBSA near Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust
  • PART ind #1672

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 Information & Media retirement plans → · Plans in California →

Sentry 401(k) Plan in the asset neighbourhood

Sentry 401(k) Plan$19MZehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & TrustZehnder's of Frankenmuth, In…$19MCatholic United Financial 401(k) PlanCatholic United Financial 40…$19MLeadiant Biosciences, Inc. Savings PlanLeadiant Biosciences, Inc. S…$19MAct1 401(k) Plan$19M
End-of-year total assets ($M) among Sentry 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN474554430
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Functional Software, Inc.)

Sponsor-wide plan assets over time

All Functional Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 180.66386755997263% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $6.78M $19M ▲ +180.5%
Year Plans Participants Total Assets
2022 1 138 $7M
2023 1 228 $13M
2024 1 232 $19M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sentry 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sentry 401(k) Plan, Total assets ($B): 0.019020377 · Participants: 232Sentry 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sentry 401(k) Plan vs. nearby 401(k) plans in California, 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 California, the nearest 401(k) by assets is Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust in MI ($19M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Sentry 401(k) Plan surged - up 44.2% during 2024, from $13M to $19M. Reported net income was $6M.
How have Functional Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Functional Software, Inc.'s sponsor-wide assets grew 180.7%, from $7M to $19M.
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 Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust in MI ($19M, 441 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 Aspen Therapy 401(k) Plan in OH (232 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474554430.

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.