Defined Benefit (Pension) · DOL Form 5500 · 2024

Sedgwick Claims Management Services, Inc. Pension Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
880
Participants Near avg headcount
88th
Percentile by assets National rank
$80,181
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

$71M in assets, 880 participants

Sedgwick Claims Management Services, Inc.'s Sedgwick Retirement Plan reported $71M in total assets and 880 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,907 in Finance & Insurance (8,549 peers)

Where Sedgwick Retirement Plan sits by assets

Sedgwick Retirement Plan sits in the top quartile of all filed plans by assets, $71M for 880 participants (~$80,181/participant), up 2.0% in 2024.

#6,907
in Finance & Insurance (8,549 peers)
+2.0%
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 2024 · DOL Form 5500

$70,559,216 Top 12% higher than 88% 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

Sedgwick Retirement 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. Sedgwick Retirement Plan sits mid-pack in the medium band (880 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sedgwick Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sedgwick Retirement Plan reported participants fell from 993 in the plan year 2023 filing to 880 in the plan year 2024 filing.
  • Sedgwick Retirement Plan end-of-year assets rose from $69M in the plan year 2023 filing to $71M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362685608 · Sedgwick Claims Management Services, Inc. PY 2024 · Defined Benefit (Pension)

Sedgwick Retirement Plan · $71M · 880 · 88th

  • TYPE $71M
  • NET 880
  • BOOK 88th
  • VS-ST Defined Benefit (Pension)
  • BOY near Phh Pension Plan
  • SCH ind #6907

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

Dak Americas LLC Pension Plan$71MVectren Corporation Combined Non-Bargaining Retirement PlanVectren Corporation Combined…$71MSedgwick Retirement Plan$71MPhh Pension Plan$71MFloyd Healthcare Management, Inc. Retirement PlanFloyd Healthcare Management,…$71M
End-of-year total assets ($M) among Sedgwick Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$71M
Net Income$1M
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): 0.070559216 · Participants: 880Sedgwick Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.858555454 · Participants: 125941Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.18942151 · Participants: 20795Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.839667916 · Participants: 3134Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.400126032 · Participants: 6357Pension 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): 1.97251328 · Participants: 2516Retirement 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 Phh Pension Plan in PA ($71M); by covered participants it is Loyola University Employees' Retirement Plan in IL (879 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (880 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 Sedgwick Retirement Plan assets move in 2024? ▼
Sedgwick Retirement Plan edged up modestly - up 2.0% during 2024, from $69M to $71M. Reported net income was $1M.
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 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Phh Pension Plan in PA ($71M, 460 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 Loyola University Employees' Retirement Plan in IL (879 participants, $154M 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 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.