Defined Benefit (Pension) · DOL Form 5500 · 2024

Sentry Insurance Company Pension Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
1,203
Participants Near avg headcount
99th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Sentry Employee Retirement Plan · Sponsored by Sentry Insurance Company · Wisconsin · Finance & Insurance

$1.4B in assets, 1,203 participants

Sentry Insurance Company's Sentry Employee Retirement Plan reported $1.4B in total assets and 1,203 participants in its 2024 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.

  • #8,364 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Sentry Employee Retirement Plan covers 1,203 participants in Wisconsin, 2.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.4B.

#8,364
in Finance & Insurance (8,549 peers)
-2.2%
assets change YoY
14×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$1,402,994,655 Top 1% higher than 99% 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 Employee Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sentry Employee Retirement Plan lands in the large band (1,203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sentry Employee Retirement Plan reported net income fell from $86M in the plan year 2023 filing to -$32M in the plan year 2024 filing.
  • Sentry Employee Retirement Plan reported participants fell from 1,260 in the plan year 2023 filing to 1,203 in the plan year 2024 filing.
  • Sentry Employee Retirement Plan end-of-year assets fell from $1.4B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390333950 · Sentry Insurance Company PY 2024 · Defined Benefit (Pension)

Sentry Employee Retirement Plan · $1.4B · 1,203 · 99th

  • BOY $1.4B
  • SCH 1,203
  • EBSA 99th
  • PART Defined Benefit (Pension)
  • TYPE near Thomson Reuters Group Pension Plan
  • NET ind #8364

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

William Beaumont Hospital Employees' Retirement PlanWilliam Beaumont Hospital Em…$1.4BSentry Employee Retirement PlanSentry Employee Retirement P…$1.4BThomson Reuters Group Pension PlanThomson Reuters Group Pensio…$1.4BPension Plan B for Employees of Consumers Energy CompanyPension Plan B for Employees…$1.4BCentral Laborers' Pension FundCentral Laborers' Pension Fu…$1.4B
End-of-year total assets ($B) among Sentry Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.4B
Net Income-$32M
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 11.522.533.54 Total assets ($B) Participants Sentry Employee Retirement Plan, Total assets ($B): 1.402994655 · Participants: 1203Sentry Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
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 Thomson Reuters Group Pension Plan in MN ($1.4B); by covered participants it is Union Carbide Employees' Pension Plan (Personal Pension Account) in MI (1,203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (1,203 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 Employee Retirement Plan assets move in 2024? ▼
Sentry Employee Retirement Plan edged down modestly - down 2.2% during 2024, from $1.4B to $1.4B. Reported net income was -$32M.
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 123,622 plans that reported assets for plan year 2024 (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 Thomson Reuters Group Pension Plan in MN ($1.4B, 1,648 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 Union Carbide Employees' Pension Plan (Personal Pension Account) in MI (1,203 participants, $50M 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 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.