401(k) · DOL Form 5500 · 2023

True North Management, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
998
Participants Near avg headcount
79th
Percentile by assets National rank
$29,181
Avg per participant Low balance/head
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Official DOL plan name: Truenorth 401(k) Plan · Sponsored by True North Management, LLC · Ohio · Retail Trade

$29M in assets, 998 participants

True North Management, LLC's Truenorth 401(k) Plan reported $29M in total assets and 998 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,346 in Retail Trade (8,414 peers)

Where Truenorth 401(k) Plan sits by assets

Truenorth 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 998 participants (~$29,181/participant), up 14.9% in 2023.

#7,346
in Retail Trade (8,414 peers)
+14.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Truenorth 401(k) Plan's outsized position by total assets

Truenorth 401(k) Plan vs every filed plan by assets

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

$29,122,996 Top 21% higher than 79% 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

Truenorth 401(k) 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. Truenorth 401(k) Plan sits mid-pack in the medium band (998 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truenorth 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Truenorth 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Truenorth 401(k) Plan reported participants fell from 1,072 in the plan year 2022 filing to 998 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341900634 · True North Management, LLC PY 2023 · 401(k)

Truenorth 401(k) Plan · $29M · 998 · 79th

  • EIN $29M
  • EIN 998
  • EIN 79th
  • EIN 401(k)
  • EIN near Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan
  • EIN ind #7346

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 Retail Trade retirement plans → · Plans in Ohio →

Truenorth 401(k) Plan in the asset neighbourhood

Allied Physicians, Inc. 401(k) Salary Reduction Plan and TrustAllied Physicians, Inc. 401(…$29MTruenorth 401(k) Plan$29MHouston Distributing Co. Inc. Tax Advantage Retirement Savings PlanHouston Distributing Co. Inc…$29MR.S.M. Electron Power, Inc 401(k) PlanR.S.M. Electron Power, Inc 4…$29MIgus Bearings, Inc. 401(k) PlanIgus Bearings, Inc. 401(k) P…$29M
End-of-year total assets ($M) among Truenorth 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN341900634
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (True North Management, LLC)

Sponsor-wide plan assets over time

All True North Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 18.935091708510193% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.3M $30.1M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 1,072 $25M
2023 1 998 $29M
2024 1 339 $30M

Nearby 401(k) Plans in Ohio

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

Truenorth 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Truenorth 401(k) Plan, Total assets ($B): 0.029122996 · Participants: 998Truenorth 401(k) 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
Truenorth 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Truenorth 401(k) Plan side-by-side with 3 peers →

Truenorth 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan in TX ($29M); by covered participants it is Lucid Software Inc. 401(k) Plan in UT (998 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (998 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 Truenorth 401(k) Plan assets move in 2023? ▼
Truenorth 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $25M to $29M. Reported net income was $4M.
How have True North Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True North Management, LLC's sponsor-wide assets grew 18.9%, from $25M to $30M.
Where does Truenorth 401(k) Plan rank by assets among Form 5500 filers? ▼
Truenorth 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Truenorth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Houston Distributing Co. Inc. Tax Advantage Retirement Savings Plan in TX ($29M, 396 participants).
Which 401(k) plans cover a similar participant headcount to Truenorth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lucid Software Inc. 401(k) Plan in UT (998 participants, $66M 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 341900634.

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.