401(k) · DOL Form 5500 · 2024
Sentry Insurance Company 401(k) Plan
Data updated 2026-08-06
- $1.9B
- Total assets
- 4,565
- Participants
- 99th
- Percentile by assets
- $425,399
- Avg per participant
Official DOL plan name: Sentry 401(k) Plan · Sponsored by Sentry Insurance Company · Wisconsin · Finance & Insurance
$1.9B in assets, 4,565 participants
Sentry Insurance Company's Sentry 401(k) Plan reported $1.9B in total assets and 4,565 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.
- 99th percentile by assets (of 116,472 plans)
- #8,103 in Finance & Insurance (8,240 peers)
Coverage in Wisconsin
Sentry 401(k) Plan covers 4,565 participants in Wisconsin, 8.1x the typical Wisconsin plan (state average ~565 per filing). Assets: $1.9B.
- $1.9B
- total plan assets (2024 EOY)
- 4,565
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $425,399
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sentry 401(k) Plan reported net income fell from $183M in the plan year 2023 filing to $135M in the plan year 2024 filing.
- Sentry 401(k) Plan end-of-year assets rose from $1.8B in the plan year 2023 filing to $1.9B in the plan year 2024 filing.
- Sentry 401(k) Plan reported participants rose from 4,343 in the plan year 2023 filing to 4,565 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Sentry 401(k) Plan reports 4,565 participants - 8.1x that state average ($1.9B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | $135M |
| 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 $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sentry 401(k) Plan by total assets, not by location.
- Red Hat, Inc. 401(k) and Profit Sharing Plan (NC) $1.9B · 7,477
- Bdo USA Retirement Plan (IL) $1.9B · 9,799
- Caesars Entertainment, Inc 401(k) Plan (NV) $1.9B · 46,859
- The Ametek Retirement and Savings Plan (PA) $1.9B · 8,769
Frequently Asked Questions
How did Sentry 401(k) Plan assets move in 2024? ▼
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