Stevens Point, WI Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Stevens Point, WI has 156 loaded benefit plan(s) reported by 24 plan sponsor(s), with $10,675,743,674 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 156
- Plan sponsors
- 24
- Total reported assets (EOY)
- $10,675,743,674
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sentry 401k Plan | Sentry Insurance Company | $1,806,594,385 | 2023 |
| Sentry Employee Retirement Plan | Sentry Insurance Company | $1,434,958,578 | 2023 |
| Market Bond Account Ba | Sentry Life Insurance Company | $1,201,863,517 | 2023 |
| Large Cap Index Account S | Sentry Life Insurance Company | $420,477,043 | 2023 |
| 2035 Target Retirement Account Iv If | Sentry Life Insurance Company | $402,227,215 | 2023 |
| 2025 Target Retirement Account Iv Id | Sentry Life Insurance Company | $345,318,667 | 2023 |
| 2045 Target Retirement Account Iv Ih | Sentry Life Insurance Company | $238,997,303 | 2023 |
| Capital Appreciation Account A | Sentry Life Insurance Company | $233,281,580 | 2023 |
| 2035 Target Retirement Account Iii Yd | Sentry Life Insurance Company | $229,470,005 | 2023 |
| 2045 Target Retirement Account Iii Ye | Sentry Life Insurance Company | $213,187,022 | 2023 |
| 2025 Target Retirement Account Iii Yc | Sentry Life Insurance Company | $189,788,695 | 2023 |
| Large Cap Growth Account Iii Ta | Sentry Life Insurance Company | $186,753,888 | 2023 |
| 2030 Target Retirement Account Iv Ie | Sentry Life Insurance Company | $184,426,218 | 2023 |
| Total Stock Index Account R | Sentry Life Insurance Company | $161,869,053 | 2023 |
| Foreign Large Index Account Ao | Sentry Life Insurance Company | $146,122,252 | 2023 |
| Small Cap Index Account P | Sentry Life Insurance Company | $145,618,278 | 2023 |
| Balanced Allocation Account X | Sentry Life Insurance Company | $129,307,050 | 2023 |
| Aggressive Growth Account H | Sentry Life Insurance Company | $123,200,283 | 2023 |
| 2055 Target Retirement Account Iv Ij | Sentry Life Insurance Company | $121,551,582 | 2023 |
| 2055 Target Retirement Account Iii Yf | Sentry Life Insurance Company | $115,610,728 | 2023 |
| 2040 Target Retirement Account Iv Ig | Sentry Life Insurance Company | $114,492,327 | 2023 |
| Total Bond Index Account W | Sentry Life Insurance Company | $105,572,487 | 2023 |
| Skyward, Inc. 401(K) Plan | Skyward, Inc. | $93,176,059 | 2023 |
| Institutional Large Index Account V | Sentry Life Insurance Company | $90,944,887 | 2023 |
| Mid-Cap Index Account Ii Ai | Sentry Life Insurance Company | $88,808,932 | 2023 |
Largest plans in Stevens Point → · Stevens Point plans with financial data → · $1B+ plans in Stevens Point → · Providers by reported compensation →
Related Form 5500 pages
- All WI Form 5500 filings
- Sentry 401k Plan (plan 003)
- Sentry Insurance Company — all reported plans
- Sentry Employee Retirement Plan (plan 001)
- Market Bond Account Ba (plan 073)
- Sentry Life Insurance Company — all reported plans
- Large Cap Index Account S (plan 019)
- 2035 Target Retirement Account Iv If (plan 106)
- 2025 Target Retirement Account Iv Id (plan 104)
- 2045 Target Retirement Account Iv Ih (plan 108)
- Capital Appreciation Account A (plan 001)
- 2035 Target Retirement Account Iii Yd (plan 095)
- 2045 Target Retirement Account Iii Ye (plan 097)
- 2025 Target Retirement Account Iii Yc (plan 093)
- Large Cap Growth Account Iii Ta (plan 045)
- 2030 Target Retirement Account Iv Ie (plan 105)
- Total Stock Index Account R (plan 018)
- Foreign Large Index Account Ao (plan 076)
- Methodology
- Data sources