Money Purchase · DOL Form 5500 · 2022
Trustone Financial Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 82
- Participants Small participant base
Official DOL plan name: Trustone Financial Money Purchase Pension Plan (Union) · Sponsored by Trustone Financial · Minnesota · Finance & Insurance
N/A in assets, 82 participants
Trustone Financial's Trustone Financial Money Purchase Pension Plan (Union) reported N/A in total assets and 82 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Trustone Financial multi-year trail
Trustone Financial's plans moved +35.9% in assets from 2022 to 2024; this filing shows Trustone Financial Money Purchase Pension Plan (Union) at N/A / 82 participants.
- -$895K
- reported net income
The plan reported a net loss of $895K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trustone Financial Money Purchase Pension Plan (Union) among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trustone Financial Money Purchase Pension Plan (Union) is a small filing (82 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 410749255 · Trustone Financial PY 2022 · Money Purchase
Trustone Financial Money Purchase Pension Plan (Union) · N/A · 82
- 5500 N/A
- ASSETS 82
- PCT PY 2022
- EIN Money Purchase
- RANK near Ionia County Community Mental Health Authority 401(a) Plan
- PHOTO -$895K
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 Minnesota →
Trustone Financial multi-year asset trail
Sponsor-wide plan assets over time
All Trustone Financial plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 35.93548646854733% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 729 | $58M |
| 2023 | 1 | 486 | $66M |
| 2024 | 1 | 559 | $78M |
Trustone Financial filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$895K |
| Employer EIN | 410749255 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Minnesota
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Thrivent Capital Accumulation Plan $372M · 1,890
- St. Paul Electrical Construction Workers Supplemental Pension Plan $254M · 3,075
- Boilermakers Lodge 154 Retirement Plan $147M · 7,067
- Central Iowa Carpenters Money Purchase Plan $116M · 1,984
- Be the Match/Nmdp Employer Contribution Plan $75M · 1,438
Trustone Financial Money Purchase Pension Plan (Union)'s closest out-of-state Money Purchase peers by headcount
Outside Minnesota, the nearest Money Purchase by covered participants is Ionia County Community Mental Health Authority 401(a) Plan in MI (83 participants; this filing: 82 participants).
Similar participant headcount
Nearest other-state filings by covered participants (82 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.