401(k) · DOL Form 5500 · 2023

Truenorth Companies, L.C. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
362
Participants Below avg headcount
86th
Percentile by assets National rank
$148,241
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Truenorth Companies, L.C. 401(k) Profit Sharing Plan · Sponsored by Truenorth Companies, L.C. · Iowa · Finance & Insurance

$54M in assets, 362 participants

Truenorth Companies, L.C.'s Truenorth Companies, L.C. 401(k) Profit Sharing Plan reported $54M in total assets and 362 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,993 in Finance & Insurance (8,869 peers)

Where Truenorth Companies, L.C. 401(k) Profit Sharing Plan sits by assets

Truenorth Companies, L.C. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $54M for 362 participants (~$148,241/participant), up 24.0% in 2023.

#6,993
in Finance & Insurance (8,869 peers)
+24.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Truenorth Companies, L.C. 401(k) Profit Sharing Plan's outsized position by total assets

Truenorth Companies, L.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$53,663,306 Top 14% higher than 86% 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 Companies, L.C. 401(k) Profit Sharing 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 Companies, L.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truenorth Companies, L.C. 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Truenorth Companies, L.C. 401(k) Profit Sharing Plan end-of-year assets rose from $43M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Truenorth Companies, L.C. 401(k) Profit Sharing Plan reported participants rose from 327 in the plan year 2022 filing to 362 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421513015 · Truenorth Companies, L.C. PY 2023 · 401(k)

Truenorth Companies, L.C. 401(k) Profit Sharing Plan · $54M · 362 · 86th

  • IND $54M
  • IND 362
  • IND 86th
  • IND 401(k)
  • IND near Automation Anywhere, Inc. 401(k) Plan
  • IND ind #6993

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 Iowa →

Truenorth Companies, L.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Truenorth Companies, L.C. 401(k) Profit Sharing PlanTruenorth Companies, L.C. 40…$54MAutomation Anywhere, Inc. 401(k) PlanAutomation Anywhere, Inc. 40…$54MSba Defined Contribution Plan for Citizens and Farmers BankSba Defined Contribution Pla…$54MSouthwestern Michigan Emergency Services, P.C. Profit Sharing Retirement PlanSouthwestern Michigan Emerge…$54MJust Born, Inc. Savings and Investment Plan (Salaried)Just Born, Inc. Savings and …$54M
End-of-year total assets ($M) among Truenorth Companies, L.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$54M
Net Income$10M
Employer EIN421513015
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truenorth Companies, L.C.)

Sponsor-wide plan assets over time

All Truenorth Companies, L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 44.39244638602028% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.3M $62.5M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 327 $43M
2023 1 362 $54M
2024 1 313 $62M

Nearby 401(k) Plans in Iowa

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

Truenorth Companies, L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Truenorth Companies, L.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.053663306 · Participants: 362Truenorth Companies, L.C. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Truenorth Companies, L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Truenorth Companies, L.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Truenorth Companies, L.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Automation Anywhere, Inc. 401(k) Plan in CA ($54M); by covered participants it is Bk Medical Holding Company, Inc. 401(k) Plan in MA (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Companies, L.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Truenorth Companies, L.C. 401(k) Profit Sharing Plan grew sharply - up 24.0% during 2023, from $43M to $54M. Reported net income was $10M.
How have Truenorth Companies, L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truenorth Companies, L.C.'s sponsor-wide assets grew 44.4%, from $43M to $62M.
Where does Truenorth Companies, L.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Truenorth Companies, L.C. 401(k) Profit Sharing Plan ranks in the 86th 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 Companies, L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automation Anywhere, Inc. 401(k) Plan in CA ($54M, 630 participants).
Which 401(k) plans cover a similar participant headcount to Truenorth Companies, L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bk Medical Holding Company, Inc. 401(k) Plan in MA (362 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 421513015.

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.