401(k) · DOL Form 5500 · 2023

Truwest Company, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
250
Participants Below avg headcount
71st
Percentile by assets National rank
$74,732
Avg per participant Below avg balance/head
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Official DOL plan name: Truwest Company, LLC Retirement Savings Plan · Sponsored by Truwest Company, LLC · Ohio · Other Services

$19M in assets, 250 participants

Truwest Company, LLC's Truwest Company, LLC Retirement Savings Plan reported $19M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,614 in Other Services (7,857 peers)

Coverage in Ohio

Truwest Company, LLC Retirement Savings Plan covers 250 participants in Ohio, about 33% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#6,614
in Other Services (7,857 peers)
+32.7%
assets growth YoY

Truwest Company, LLC Retirement Savings Plan's outsized position by total assets

Truwest Company, LLC Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,683,067 Top 29% higher than 71% of 127,068 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 2023

Truwest Company, LLC Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Truwest Company, LLC Retirement Savings Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truwest Company, LLC Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Truwest Company, LLC Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Truwest Company, LLC Retirement Savings Plan reported participants rose from 190 in the plan year 2022 filing to 250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 300719069 · Truwest Company, LLC PY 2023 · 401(k)

Truwest Company, LLC Retirement Savings Plan · $19M · 250 · 71st

  • BOOK $19M
  • BOOK 250
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near Vasko Electric, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #6614

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 Ohio →

Truwest Company, LLC Retirement Savings Plan in the asset neighbourhood

Truwest Company, LLC Retirement Savings PlanTruwest Company, LLC Retirem…$19MVasko Electric, Inc. 401(k) Profit Sharing PlanVasko Electric, Inc. 401(k) …$19MDeco Products 401(k) Plan$19MHualalai Investors 401(k) PlanHualalai Investors 401(k) Pl…$19MSpecial Olympics, Inc. Retirement PlanSpecial Olympics, Inc. Retir…$19M
End-of-year total assets ($M) among Truwest Company, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN300719069
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truwest Company, LLC)

Sponsor-wide plan assets over time

All Truwest Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 52.707673358389215% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.1M $21.5M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 190 $14M
2023 1 250 $19M
2024 1 263 $22M

Nearby 401(k) Plans in Ohio

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

Truwest Company, LLC Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Truwest Company, LLC Retirement Savings Plan, Total assets ($B): 0.018683067 · Participants: 250Truwest Company, LLC Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Truwest Company, LLC Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Truwest Company, LLC Retirement Savings Plan side-by-side with 3 peers →

Truwest Company, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Vasko Electric, Inc. 401(k) Profit Sharing Plan in CA ($19M); by covered participants it is Big League Dreams 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Truwest Company, LLC Retirement Savings Plan assets move in 2023? ▼
Truwest Company, LLC Retirement Savings Plan surged - up 32.7% during 2023, from $14M to $19M. Reported net income was $5M.
How have Truwest Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truwest Company, LLC's sponsor-wide assets grew 52.7%, from $14M to $22M.
Which 401(k) plans are similar in size to Truwest Company, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vasko Electric, Inc. 401(k) Profit Sharing Plan in CA ($19M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Truwest Company, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big League Dreams 401(k) Plan in CA (250 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 300719069.

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.