Sentry Equipment Corp.ESOP
SENTRY EQUIPMENT CORP. EMPLOYEE STOCK OWNERSHIP PLAN · OCONOMOWOC, WI · plan year 2024
Sentry Equipment Corp.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $32,668,661 across 237 participant accounts, with employer contributions averaging $8,861 per active participant. See methodology for what Form 5500 does and doesn't capture.
Across the 1 year on file its reported administrative ratio fell from 0.02% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 588th-largest of 1,936 plans among Wisconsin employers on file, and the 4,220th of 13,661 in manufacturing. active participation has grown from 160 to 179 since 2022.
Sentry Equipment Corp.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 390343280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.