401(k) · DOL Form 5500 · 2022

Truwealth Advisors LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
24
Participants Small participant base
30th
Percentile by assets National rank
$66,340
Avg per participant Below avg balance/head
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Official DOL plan name: Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Truwealth Advisors LLC · Louisiana · Professional & Technical Services

$2M in assets, 24 participants

Truwealth Advisors LLC's Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,794 in Professional & Technical Services (21,562 peers)

Truwealth Advisors LLC multi-year trail

Truwealth Advisors LLC's plans moved +145.9% in assets from 2022 to 2024; this filing shows Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust at $2M / 24 participants.

#5,794
in Professional & Technical Services (21,562 peers)
-7.7%
assets change YoY

The plan reported a net loss of $133K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,592,154 30th percentile higher than 30% of 139,123 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 2022

Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust is a small filing (24 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 852031261 · Truwealth Advisors LLC PY 2022 · 401(k)

Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust · $2M · 24 · 30th

  • ASSETS $2M
  • PCT 24
  • EIN 30th
  • RANK 401(k)
  • PHOTO near Mansell & Mansell, a Professional Corporation 401(k) Profit Sharing Plan
  • IND ind #5794

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Truwealth Advisors LLC 401(k) Profit Sharing Plan and TrustTruwealth Advisors LLC 401(k…$2MMansell & Mansell, a Professional Corporation 401(k) Profit Sharing PlanMansell & Mansell, a Profess…$2MStaten Island Yacht Sales, Inc. 401(k) PlanStaten Island Yacht Sales, I…$2MMetropolitan Dental Care, LLC 401(k) Profit Sharing Plan and TrustMetropolitan Dental Care, LL…$2MRutherford Auto Body 401(k) Profit Sharing PlanRutherford Auto Body 401(k) …$2M
End-of-year total assets ($M) among Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Truwealth Advisors LLC multi-year asset trail

Sponsor-wide plan assets over time

All Truwealth Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 145.8617068449409% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.59M $3.91M ▲ +145.9%
Year Plans Participants Total Assets
2022 1 24 $2M
2023 1 25 $3M
2024 1 28 $4M

Truwealth Advisors LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$133K
Employer EIN852031261
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001592154 · Participants: 24Truwealth Advisors LLC 401(k) Profit Sharing Plan and TrustSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Mansell & Mansell, a Professional Corporation 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 7.7% during 2022, from $2M to $2M. Reported net income was -$133K.
How have Truwealth Advisors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truwealth Advisors LLC's sponsor-wide assets grew 145.9%, from $2M to $4M.
Which 401(k) plans are similar in size to Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mansell & Mansell, a Professional Corporation 401(k) Profit Sharing Plan in CA ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Truwealth Advisors LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Storybook Homes, LLC 401(k) Plan in NV (24 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 852031261.

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.