401(k) · DOL Form 5500 · 2023

Truescripts Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
113
Participants Small participant base
60th
Percentile by assets National rank
$94,319
Avg per participant Below avg balance/head
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Official DOL plan name: Truescripts Management Services, LLC 401(k) Plan · Sponsored by Truescripts Management Services, LLC · Indiana · Retail Trade

$11M in assets, 113 participants

Truescripts Management Services, LLC's Truescripts Management Services, LLC 401(k) Plan reported $11M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,969 in Retail Trade (8,414 peers)

Coverage in Indiana

Truescripts Management Services, LLC 401(k) Plan covers 113 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $11M.

#5,969
in Retail Trade (8,414 peers)
+51.4%
assets growth YoY

Truescripts Management Services, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Truescripts Management Services, LLC 401(k) Plan vs every filed plan by assets

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

$10,658,029 Top 40% higher than 60% 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

Truescripts Management Services, LLC 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. Truescripts Management Services, LLC 401(k) Plan sits mid-pack in the medium band (113 participants).

Published 5500 schedule card

Filing strip 464334244 · Truescripts Management Services, LLC PY 2023 · 401(k)

Truescripts Management Services, LLC 401(k) Plan · $11M · 113 · 60th

  • BOY $11M
  • BOY 113
  • BOY 60th
  • BOY 401(k)
  • BOY near Cdm Investment Group, Inc. 401(k) Savings Plan for Union Employees
  • BOY ind #5969

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 Indiana →

Truescripts Management Services, LLC 401(k) Plan in the asset neighbourhood

Truescripts Management Services, LLC 401(k) PlanTruescripts Management Servi…$11MCdm Investment Group, Inc. 401(k) Savings Plan for Union EmployeesCdm Investment Group, Inc. 4…$11MGoodhart Sons, Inc. 401(k) Retirement PlanGoodhart Sons, Inc. 401(k) R…$11MPacific Coast Termite, Inc. 401(k) PlanPacific Coast Termite, Inc. …$11MDemco 401(k) Retirement Savings & Investment PlanDemco 401(k) Retirement Savi…$11M
End-of-year total assets ($M) among Truescripts Management Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN464334244
Plan Effective Date2014-07-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Truescripts Management Services, LLC)

Sponsor-wide plan assets over time

All Truescripts Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 29.95955443544017% vs 2023
2024 filing year
$10M$11M$12M$13M$14M$15M 20232024 $10.7M $13.9M ▲ +29.9%
Year Plans Participants Total Assets
2023 1 113 $11M
2024 1 160 $14M

Nearby 401(k) Plans in Indiana

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

Truescripts Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Truescripts Management Services, LLC 401(k) Plan, Total assets ($B): 0.010658029 · Participants: 113Truescripts Management Services, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Truescripts Management Services, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Truescripts Management Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Cdm Investment Group, Inc. 401(k) Savings Plan for Union Employees in NE ($11M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Truescripts Management Services, LLC 401(k) Plan assets move in 2023?
Truescripts Management Services, LLC 401(k) Plan surged - up 51.4% during 2023, from $7M to $11M. Reported net income was $4M.
How have Truescripts Management Services, LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Truescripts Management Services, LLC's sponsor-wide assets grew 30.0%, from $11M to $14M.
Which 401(k) plans are similar in size to Truescripts Management Services, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cdm Investment Group, Inc. 401(k) Savings Plan for Union Employees in NE ($11M, 1,262 participants).
Which 401(k) plans cover a similar participant headcount to Truescripts Management Services, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K in assets).