401(k) · DOL Form 5500 · 2023

Truly Title, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 144
Participants Small participant base: 42nd
Percentile by assets National rank: $31,490
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Truly Title, Inc. 401(k) Plan · Sponsored by Truly Title, Inc. · Texas · Professional & Technical Services

$5M in assets, 144 participants

Truly Title, Inc.'s Truly Title, Inc. 401(k) Plan reported $5M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#8,142 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Truly Title, Inc. 401(k) Plan covers 144 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#8,142
in Professional & Technical Services (20,321 peers): +18.9%
assets growth YoY

Truly Title, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Truly Title, Inc. 401(k) Plan vs every filed plan by assets

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

$4,534,521 42nd percentile higher than 42% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Truly Title, Inc. 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. Truly Title, Inc. 401(k) Plan sits mid-pack in the medium band (144 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Truly Title, Inc. 401(k) Plan reported net income fell from $989K in the plan year 2022 filing to $722K in the plan year 2023 filing.
Truly Title, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Truly Title, Inc. 401(k) Plan reported participants fell from 175 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 832214827 · Truly Title, Inc. PY 2023 · 401(k)

Truly Title, Inc. 401(k) Plan · $5M · 144 · 42nd

BOY $5M
SCH 144
EBSA 42nd
PART 401(k)
TYPE near John Henrys Plumbing & Heating 401(k) Plan
NET ind #8142

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 Professional & Technical Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Truly Title, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$722K
Employer EIN	832214827
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Truly Title, Inc.)

Latest sponsor-wide plan assets: $5M 28.912632409906188% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	175	$4M
2023	1	144	$5M
2024	1	106	$5M

Nearby 401(k) Plans in Texas

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

Truly Title, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Truly Title, Inc. 401(k) Plan side-by-side with 3 peers →

Truly Title, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is John Henrys Plumbing & Heating 401(k) Plan in NE ($5M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

John Henrys Plumbing & Heating 401(k) Plan (NE) $5M · 123
Energy Technology Partners, L.L.C. 401(k) Plan (DC) $5M · 5
Metro Automotive Group 401(k) Retirement Savings Plan (CA) $5M · 136
Chain Industries Inc. Pension & Profit Sharing Plan with 401(k) Provisions (OH) $5M · 19

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

Eagle Granite 401(k) Plan (GA) 144 · 0 off
Potomac College LLC 401(k) Plan (DC) 144 · 0 off
Anholt Technologies, Inc. 401(k) Salary Reduction Plan and Trust (PA) 144 · 0 off
Dcs Contracting, Inc. 401(k) Plan (AZ) 144 · 0 off

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 Truly Title, Inc. 401(k) Plan assets move in 2023? ▼

Truly Title, Inc. 401(k) Plan grew sharply - up 18.9% during 2023, from $4M to $5M. Reported net income was $722K.

How have Truly Title, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Truly Title, Inc.'s sponsor-wide assets grew 28.9%, from $4M to $5M.

Which 401(k) plans are similar in size to Truly Title, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is John Henrys Plumbing & Heating 401(k) Plan in NE ($5M, 123 participants).

Which 401(k) plans cover a similar participant headcount to Truly Title, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 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 832214827.