401(k) · DOL Form 5500 · 2022
True Value Company 401(k) Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 2,271
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $90,207
- Avg per participant Below avg balance/head
Official DOL plan name: True Value Company Savings & Compensation Deferral Plan · Sponsored by True Value Company · Illinois · Wholesale Trade
$205M in assets, 2,271 participants
True Value Company's True Value Company Savings & Compensation Deferral Plan reported $205M in total assets and 2,271 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #6,631 in Wholesale Trade (6,843 peers)
Coverage in Illinois
True Value Company Savings & Compensation Deferral Plan covers 2,271 participants in Illinois, 2.9x the typical Illinois plan (state average ~779 per filing). Assets: $205M.
- #6,631
- in Wholesale Trade (6,843 peers)
- -23.4%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $63M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
True Value Company Savings & Compensation Deferral Plan's outsized position by total assets
True Value Company Savings & Compensation Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$204,859,961 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
True Value Company Savings & Compensation Deferral Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. True Value Company Savings & Compensation Deferral Plan lands in the large band (2,271 participants).
Published 5500 schedule card
Filing strip 362099896 · True Value Company PY 2022 · 401(k)
True Value Company Savings & Compensation Deferral Plan · $205M · 2,271 · 96th
- SCH $205M
- EBSA 2,271
- PART 96th
- TYPE 401(k)
- NET near Snowflake Inc. 401(k) Plan
- BOOK ind #6631
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 Wholesale Trade retirement plans → · Plans in Illinois →
True Value Company Savings & Compensation Deferral Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $267M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | -$63M |
| Employer EIN | 362099896 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (True Value Company)
Sponsor-wide plan assets over time
All True Value Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $246M 7.609567016081292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,733 | $228M |
| 2023 | 2 | 2,614 | $252M |
| 2024 | 2 | 2,457 | $246M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
True Value Company Savings & Compensation Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Snowflake Inc. 401(k) Plan in CA ($205M); by covered participants it is Local No. 8 IBEW Retirement Plan & Trust in OH (2,271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- Snowflake Inc. 401(k) Plan (CA) $205M · 2,529
- Livanova US Employee Retirement Savings Plan (TX) $205M · 1,192
- Pscu Incorporated 401(k) Retirement Plan (FL) $205M · 2,889
- Ferrell Companies, Inc. 401(k) Investment Plan (MO) $205M · 4,434
Similar participant headcount
Nearest other-state filings by covered participants (2,271 participants); asset peers above are excluded.
- Local No. 8 IBEW Retirement Plan & Trust (OH) 2,271 · 0 off
- San Antonio Regional Hospital Savings Plan (CA) 2,271 · 0 off
- Greenway Ford 401(k) Plan (FL) 2,271 · 0 off
- One Call Combined 401(k) Profit Sharing Plan (FL) 2,271 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.