401(k) · DOL Form 5500 · 2023

Truesdell Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
178
Participants Small participant base
48th
Percentile by assets National rank
$33,372
Avg per participant Low balance/head
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Official DOL plan name: Truesdell Corporation Savings/Retirement Plan · Sponsored by Truesdell Corporation · Arizona · Construction

$6M in assets, 178 participants

Truesdell Corporation's Truesdell Corporation Savings/Retirement Plan reported $6M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,142 in Construction (9,030 peers)

Coverage in Arizona

Truesdell Corporation Savings/Retirement Plan covers 178 participants in Arizona, about 32% of the average Arizona filer (state average ~564 per filing). Assets: $6M.

#4,142
in Construction (9,030 peers)
+18.9%
assets growth YoY

Truesdell Corporation Savings/Retirement Plan's mid-pack asset rank among Construction and all filers

Truesdell Corporation Savings/Retirement Plan vs every filed plan by assets

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

$5,940,281 48th percentile higher than 48% 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

Truesdell Corporation Savings/Retirement 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. Truesdell Corporation Savings/Retirement Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truesdell Corporation Savings/Retirement Plan reported net income rose from -$657K in the plan year 2022 filing to $945K in the plan year 2023 filing.
  • Truesdell Corporation Savings/Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860396664 · Truesdell Corporation PY 2023 · 401(k)

Truesdell Corporation Savings/Retirement Plan · $6M · 178 · 48th

  • IND $6M
  • EOY 178
  • 5500 48th
  • ASSETS 401(k)
  • PCT near Aunt Bertha 401(k) Plan
  • EIN ind #4142

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 Construction retirement plans → · Plans in Arizona →

Truesdell Corporation Savings/Retirement Plan in the asset neighbourhood

Truesdell Corporation Savings/Retirement PlanTruesdell Corporation Saving…$6MAunt Bertha 401(k) Plan$6MZ Capital Managment LLC 401(k) PlanZ Capital Managment LLC 401(…$6MThe Warrell Corporation 401(k) PlanThe Warrell Corporation 401(…$6M403(b) Thrift Plan of Crotched Mountain Foundation403(b) Thrift Plan of Crotch…$6M
End-of-year total assets ($M) among Truesdell Corporation Savings/Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$945K
Employer EIN860396664
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truesdell Corporation)

Sponsor-wide plan assets over time

All Truesdell Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 44.92364826650784% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.99M $7.24M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 177 $5M
2023 1 178 $6M
2024 1 186 $7M

Nearby 401(k) Plans in Arizona

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

Truesdell Corporation Savings/Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Truesdell Corporation Savings/Retirement Plan, Total assets ($B): 0.005940281 · Participants: 178Truesdell Corporation Savings/Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Truesdell Corporation Savings/Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Truesdell Corporation Savings/Retirement Plan side-by-side with 3 peers →

Truesdell Corporation Savings/Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Aunt Bertha 401(k) Plan in TX ($6M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Truesdell Corporation Savings/Retirement Plan assets move in 2023? ▼
Truesdell Corporation Savings/Retirement Plan grew sharply - up 18.9% during 2023, from $5M to $6M. Reported net income was $945K.
How have Truesdell Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truesdell Corporation's sponsor-wide assets grew 44.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Truesdell Corporation Savings/Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aunt Bertha 401(k) Plan in TX ($6M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Truesdell Corporation Savings/Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants, N/A 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 860396664.

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.