401(k) · DOL Form 5500 · 2022

True North Companies, L.C. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
327
Participants Below avg headcount
87th
Percentile by assets National rank
$132,323
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: True North Companies, L.C. 401(k) Profit Sharing Plan · Sponsored by True North Companies, L.C. · Iowa · Finance & Insurance

$43M in assets, 327 participants

True North Companies, L.C.'s True North Companies, L.C. 401(k) Profit Sharing Plan reported $43M in total assets and 327 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,287 in Finance & Insurance (9,261 peers)

Where True North Companies, L.C. 401(k) Profit Sharing Plan sits by assets

True North Companies, L.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $43M for 327 participants (~$132,323/participant), down 18.0% in 2022.

#7,287
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

True North Companies, L.C. 401(k) Profit Sharing Plan's outsized position by total assets

True North Companies, L.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$43,269,778 Top 13% higher than 87% 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

True North Companies, L.C. 401(k) Profit Sharing 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. True North Companies, L.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (327 participants).

EBSA filing schedule strip

Filing strip 421513015 · True North Companies, L.C. PY 2022 · 401(k)

True North Companies, L.C. 401(k) Profit Sharing Plan · $43M · 327 · 87th

  • BOOK $43M
  • VS-ST 327
  • BOY 87th
  • SCH 401(k)
  • EBSA near Symbotic LLC 401(k) Plan
  • PART ind #7287

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 Iowa →

True North Companies, L.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Cadence, Inc. 401(k) Plan$43MTrue North Companies, L.C. 401(k) Profit Sharing PlanTrue North Companies, L.C. 4…$43MSymbotic LLC 401(k) Plan$43MRex-Hide Industries, Inc. Profit Sharing PlanRex-Hide Industries, Inc. Pr…$43MRigel Pharmaceuticals Inc. 401(k) PlanRigel Pharmaceuticals Inc. 4…$43M
End-of-year total assets ($M) among True North Companies, L.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$43M
Net Income-$9M
Employer EIN421513015
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (True North Companies, L.C.)

Sponsor-wide plan assets over time

All True North Companies, L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 44.39244638602028% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.3M $62.5M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 327 $43M
2023 1 362 $54M
2024 1 313 $62M

Nearby 401(k) Plans in Iowa

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

True North Companies, L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants True North Companies, L.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.043269778 · Participants: 327True North Companies, L.C. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
True North Companies, L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare True North Companies, L.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

True North Companies, L.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Symbotic LLC 401(k) Plan in MA ($43M); by covered participants it is Everlaw, Inc. 401(k) Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (327 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 True North Companies, L.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
True North Companies, L.C. 401(k) Profit Sharing Plan declined sharply - down 18.0% during 2022, from $53M to $43M. Reported net income was -$9M.
How have True North Companies, L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True North Companies, L.C.'s sponsor-wide assets grew 44.4%, from $43M to $62M.
Where does True North Companies, L.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
True North Companies, L.C. 401(k) Profit Sharing Plan ranks in the 87th 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 True North Companies, L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Symbotic LLC 401(k) Plan in MA ($43M, 668 participants).
Which 401(k) plans cover a similar participant headcount to True North Companies, L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Everlaw, Inc. 401(k) Plan in CA (327 participants, $18M 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 421513015.

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.