401(k) · DOL Form 5500 · 2023

Trustone Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
486
Participants Below avg headcount
88th
Percentile by assets National rank
$136,753
Avg per participant Near avg balance/head
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Official DOL plan name: Trustone Financial Credit Union 401(k) Plan · Sponsored by Trustone Financial Credit Union · Minnesota · Finance & Insurance

$66M in assets, 486 participants

Trustone Financial Credit Union's Trustone Financial Credit Union 401(k) Plan reported $66M in total assets and 486 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,260 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Trustone Financial Credit Union 401(k) Plan covers 486 participants in Minnesota, about 43% of the average Minnesota filer (state average ~1,126 per filing). Assets: $66M.

#7,260
in Finance & Insurance (8,869 peers)
+15.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Trustone Financial Credit Union 401(k) Plan's outsized position by total assets

Trustone Financial Credit Union 401(k) Plan vs every filed plan by assets

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

$66,461,897 Top 12% higher than 88% 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

Trustone Financial Credit Union 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. Trustone Financial Credit Union 401(k) Plan sits mid-pack in the medium band (486 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trustone Financial Credit Union 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Trustone Financial Credit Union 401(k) Plan end-of-year assets rose from $58M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Trustone Financial Credit Union 401(k) Plan reported participants fell from 545 in the plan year 2022 filing to 486 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410749255 · Trustone Financial Credit Union PY 2023 · 401(k)

Trustone Financial Credit Union 401(k) Plan · $66M · 486 · 88th

  • EIN $66M
  • RANK 486
  • PHOTO 88th
  • IND 401(k)
  • EOY near Causeway Capital Management LLC 401(k) and Profit Sharing Plan
  • 5500 ind #7260

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Trustone Financial Credit Union 401(k) Plan in the asset neighbourhood

Exeter Finance LLC 401(k) Profit Sharing PlanExeter Finance LLC 401(k) Pr…$66MCauseway Capital Management LLC 401(k) and Profit Sharing PlanCauseway Capital Management …$66MTrustone Financial Credit Union 401(k) PlanTrustone Financial Credit Un…$66MBbc Studios Americas, Inc. 401(k) Retirement PlanBbc Studios Americas, Inc. 4…$66MClayton Block Company, Inc. Profit Sharing/401(k) PlanClayton Block Company, Inc. …$66M
End-of-year total assets ($M) among Trustone Financial Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$66M
Net Income$9M
Employer EIN410749255
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustone Financial Credit Union)

Sponsor-wide plan assets over time

All Trustone Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 35.93548646854733% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.6M $78.2M ▲ +35.9%
Year Plans Participants Total Assets
2022 3 729 $58M
2023 1 486 $66M
2024 1 559 $78M

Nearby 401(k) Plans in Minnesota

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

Trustone Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Trustone Financial Credit Union 401(k) Plan, Total assets ($B): 0.066461897 · Participants: 486Trustone Financial Credit Union 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Trustone Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Trustone Financial Credit Union 401(k) Plan side-by-side with 3 peers →

Trustone Financial Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Causeway Capital Management LLC 401(k) and Profit Sharing Plan in CA ($66M); by covered participants it is Sbera 401(k) Plan as Adopted by Middlesex Savings Bank in MA (486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (486 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 Trustone Financial Credit Union 401(k) Plan assets move in 2023? ▼
Trustone Financial Credit Union 401(k) Plan grew sharply - up 15.5% during 2023, from $58M to $66M. Reported net income was $9M.
How have Trustone Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustone Financial Credit Union's sponsor-wide assets grew 35.9%, from $58M to $78M.
Where does Trustone Financial Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Trustone Financial Credit Union 401(k) Plan ranks in the 88th 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 Trustone Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Causeway Capital Management LLC 401(k) and Profit Sharing Plan in CA ($66M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Trustone Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Middlesex Savings Bank in MA (486 participants, $94M 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 410749255.

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.