401(k) · DOL Form 5500 · 2022

Trustone Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
545
Participants Below avg headcount
89th
Percentile by assets National rank
$105,592
Avg per participant Below avg balance/head
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Official DOL plan name: Trustone Financial Non-Union 401(k) Plan · Sponsored by Trustone Financial Credit Union · Minnesota · Finance & Insurance

$58M in assets, 545 participants

Trustone Financial Credit Union's Trustone Financial Non-Union 401(k) Plan reported $58M in total assets and 545 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,643 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Trustone Financial Non-Union 401(k) Plan covers 545 participants in Minnesota, about 48% of the average Minnesota filer (state average ~1,126 per filing). Assets: $58M.

#7,643
in Finance & Insurance (9,261 peers)
-5.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trustone Financial Non-Union 401(k) Plan's outsized position by total assets

Trustone Financial Non-Union 401(k) Plan vs every filed plan by assets

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

$57,547,369 Top 11% higher than 89% 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

Trustone Financial Non-Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trustone Financial Non-Union 401(k) Plan sits mid-pack in the medium band (545 participants).

EBSA filing schedule strip

Filing strip 410749255 · Trustone Financial Credit Union PY 2022 · 401(k)

Trustone Financial Non-Union 401(k) Plan · $58M · 545 · 89th

  • BOOK $58M
  • VS-ST 545
  • BOY 89th
  • SCH 401(k)
  • EBSA near Dese Research, Inc. Profit Sharing Plan
  • PART ind #7643

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 Non-Union 401(k) Plan in the asset neighbourhood

Healthwise Incorporated 401(k) PlanHealthwise Incorporated 401(…$58MLgi Homes, Inc. 401(k) Plan$58MDese Research, Inc. Profit Sharing PlanDese Research, Inc. Profit S…$58MOhio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and TrustOhio Anesthesia Group, Inc. …$58MTrustone Financial Non-Union 401(k) PlanTrustone Financial Non-Union…$58M
End-of-year total assets ($M) among Trustone Financial Non-Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$58M
Net Income-$8M
Employer EIN410749255
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustone Financial Credit Union)

Sponsor-wide plan assets over time

All Trustone Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 35.93548646854733% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.6M $78.2M ▲ +35.9%
Year Plans Participants Total Assets
2022 3 729 $58M
2023 1 486 $66M
2024 1 559 $78M

Nearby 401(k) Plans in Minnesota

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

Trustone Financial Non-Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Trustone Financial Non-Union 401(k) Plan, Total assets ($B): 0.057547369 · Participants: 545Trustone Financial Non-Union 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Trustone Financial Non-Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Trustone Financial Non-Union 401(k) Plan side-by-side with 3 peers →

Trustone Financial Non-Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Dese Research, Inc. Profit Sharing Plan in AL ($58M); by covered participants it is Range Resources Corporation 401(k) Plan in TX (545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (545 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 Trustone Financial Non-Union 401(k) Plan assets move in 2022? ▼
Trustone Financial Non-Union 401(k) Plan pulled back noticeably - down 5.3% during 2022, from $61M to $58M. Reported net income was -$8M.
How have Trustone Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustone Financial Credit Union's sponsor-wide assets grew 35.9%, from $58M to $78M.
Where does Trustone Financial Non-Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Trustone Financial Non-Union 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trustone Financial Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dese Research, Inc. Profit Sharing Plan in AL ($58M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Trustone Financial Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Range Resources Corporation 401(k) Plan in TX (545 participants, $153M 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 410749255.

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.