Defined Benefit (Pension) · DOL Form 5500 · 2022

True Value Company Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
462
Participants Below avg headcount
80th
Percentile by assets National rank
$50,683
Avg per participant Low balance/head
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Official DOL plan name: True Value Company Defined Lump Sum Pension Plan · Sponsored by True Value Company · Illinois · Wholesale Trade

$23M in assets, 462 participants

True Value Company's True Value Company Defined Lump Sum Pension Plan reported $23M in total assets and 462 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,358 in Wholesale Trade (6,843 peers)

Where True Value Company Defined Lump Sum Pension Plan sits by assets

True Value Company Defined Lump Sum Pension Plan sits in the top quartile of all filed plans by assets, $23M for 462 participants (~$50,683/participant), down 19.6% in 2022.

#5,358
in Wholesale Trade (6,843 peers)
-19.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

True Value Company Defined Lump Sum Pension Plan's outsized position by total assets

True Value Company Defined Lump Sum Pension Plan vs every filed plan by assets

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

$23,415,353 Top 20% higher than 80% 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 Value Company Defined Lump Sum Pension 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 Value Company Defined Lump Sum Pension Plan sits mid-pack in the medium band (462 participants).

Published 5500 schedule card

Filing strip 362099896 · True Value Company PY 2022 · Defined Benefit (Pension)

True Value Company Defined Lump Sum Pension Plan · $23M · 462 · 80th

  • PART $23M
  • PART 462
  • PART 80th
  • PART Defined Benefit (Pension)
  • PART near Allied Industries Pension Plan
  • PART ind #5358

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 Defined Lump Sum Pension Plan in the asset neighbourhood

Thomas Steel Strip Corp. Retirement Income PlanThomas Steel Strip Corp. Ret…$23MTrue Value Company Defined Lump Sum Pension PlanTrue Value Company Defined L…$23MAllied Industries Pension PlanAllied Industries Pension Pl…$23MMasonic Hall & Asylum Employees Retirement FundMasonic Hall & Asylum Employ…$23MTrue Community Credit Union Cash Balance Defined Benefit Plan and TrustTrue Community Credit Union …$23M
End-of-year total assets ($M) among True Value Company Defined Lump Sum Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$23M
Net Income-$6M
Employer EIN362099896
Plan Effective Date1958-01-01
Filing StatusFILING 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
$220M$230M$240M$250M$260M 202220232024 $228M $246M ▲ +7.6%
Year Plans Participants Total Assets
2022 2 2,733 $228M
2023 2 2,614 $252M
2024 2 2,457 $246M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

True Value Company Defined Lump Sum Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants True Value Company Defined Lump Sum Pension Plan, Total assets ($B): 0.023415353 · Participants: 462True Value Company Defined Lump Sum Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
True Value Company Defined Lump Sum Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare True Value Company Defined Lump Sum Pension Plan side-by-side with 3 peers →

True Value Company Defined Lump Sum Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Allied Industries Pension Plan in NY ($23M); by covered participants it is Riceland Foods, Inc. Employee Benefit Pension Plan in AR (462 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (462 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 Value Company Defined Lump Sum Pension Plan assets move in 2022? ▼
True Value Company Defined Lump Sum Pension Plan declined sharply - down 19.6% during 2022, from $29M to $23M. Reported net income was -$6M.
How have True Value Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True Value Company's sponsor-wide assets grew 7.6%, from $228M to $246M.
Where does True Value Company Defined Lump Sum Pension Plan rank by assets among Form 5500 filers? ▼
True Value Company Defined Lump Sum Pension Plan ranks in the 80th 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 Defined Benefit (Pension) plans are similar in size to True Value Company Defined Lump Sum Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allied Industries Pension Plan in NY ($23M, 79 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to True Value Company Defined Lump Sum Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Riceland Foods, Inc. Employee Benefit Pension Plan in AR (462 participants, $308M 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 362099896.

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.