401(k) · DOL Form 5500 · 2022

True North Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$137K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$68,553
Avg per participant Below avg balance/head
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Official DOL plan name: True North Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by True North Investments, Inc. · Kansas · Other Services

$137K in assets, 2 participants

True North Investments, Inc.'s True North Investments, Inc. 401(k) Profit Sharing Plan reported $137K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,485 in Other Services (8,398 peers)

True North Investments, Inc. multi-year trail

True North Investments, Inc.'s plans moved +33.9% in assets from 2022 to 2024; this filing shows True North Investments, Inc. 401(k) Profit Sharing Plan at $137K / 2 participants.

#1,485
in Other Services (8,398 peers)
-0.2%
assets change YoY

The plan reported a net loss of $325 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

True North Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

True North Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$137,106 8th percentile higher than 8% 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 Investments, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. True North Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 852085000 · True North Investments, Inc. PY 2022 · 401(k)

True North Investments, Inc. 401(k) Profit Sharing Plan · $137K · 2 · 8th

  • EIN $137K
  • EIN 2
  • EIN 8th
  • EIN 401(k)
  • EIN near Montgomery Woodwrights, Inc. 401(k) Plan
  • EIN ind #1485

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 Other Services retirement plans → · Plans in Kansas →

True North Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

True North Investments, Inc. 401(k) Profit Sharing PlanTrue North Investments, Inc.…$137KMontgomery Woodwrights, Inc. 401(k) PlanMontgomery Woodwrights, Inc.…$137KCarey Rodriguez LLP 401(k) Profit Sharing Plan & TrustCarey Rodriguez LLP 401(k) P…$137KTj Rominski, Inc. 401(k) Profit Sharing PlanTj Rominski, Inc. 401(k) Pro…$137KApple Montessori Schools 401(k) PlanApple Montessori Schools 401…$137K
End-of-year total assets ($M) among True North Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

True North Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All True North Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$184K 33.92484646915525% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.14M $0.18M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 2 $137K
2023 1 2 $180K
2024 1 3 $184K

True North Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$137K
Net Assets (End of Year)$137K
Net Income-$325
Employer EIN852085000
Plan Effective Date2020-07-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

True North Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants True North Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000137106 · Participants: 2True North Investments, Inc. 401(k) Profit Sharing PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
True North Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare True North Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest 401(k) by assets is Montgomery Woodwrights, Inc. 401(k) Plan in TX ($137K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Investments, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
True North Investments, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.2% during 2022, from $137K to $137K. Reported net income was -$325.
How have True North Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True North Investments, Inc.'s sponsor-wide assets grew 33.9%, from $137K to $184K.
Where does True North Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
True North Investments, Inc. 401(k) Profit Sharing Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to True North Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Montgomery Woodwrights, Inc. 401(k) Plan in TX ($137K, 2 participants).
Which 401(k) plans cover a similar participant headcount to True North Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 852085000.

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.