401(k) · DOL Form 5500 · 2023

True World Holdings LLC 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
978
Participants Near avg headcount
85th
Percentile by assets National rank
$49,022
Avg per participant Low balance/head
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Official DOL plan name: True World Holdings 401(k) Plan · Sponsored by True World Holdings LLC · New Jersey · Wholesale Trade

$48M in assets, 978 participants

True World Holdings LLC's True World Holdings 401(k) Plan reported $48M in total assets and 978 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,441 in Wholesale Trade (6,309 peers)

Where True World Holdings 401(k) Plan sits by assets

True World Holdings 401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 978 participants (~$49,022/participant), up 22.1% in 2023.

#5,441
in Wholesale Trade (6,309 peers)
+22.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

True World Holdings 401(k) Plan's outsized position by total assets

True World Holdings 401(k) Plan vs every filed plan by assets

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

$47,943,902 Top 15% higher than 85% 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

True World Holdings 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. True World Holdings 401(k) Plan sits mid-pack in the medium band (978 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • True World Holdings 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • True World Holdings 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • True World Holdings 401(k) Plan reported participants rose from 899 in the plan year 2022 filing to 978 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 711013026 · True World Holdings LLC PY 2023 · 401(k)

True World Holdings 401(k) Plan · $48M · 978 · 85th

  • VS-ST $48M
  • VS-ST 978
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Spartronics 401(k) Plan
  • VS-ST ind #5441

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 Wholesale Trade retirement plans → · Plans in New Jersey →

True World Holdings 401(k) Plan in the asset neighbourhood

True World Holdings 401(k) PlanTrue World Holdings 401(k) P…$48MSpartronics 401(k) Plan$48MRestaurant Supply Chain Solutions Retirement Savings PlanRestaurant Supply Chain Solu…$48MMea, Messa, Mea Financial Services Employee Deferred Compensation PlanMea, Messa, Mea Financial Se…$48MJ W Aluminum Company 401(k) PlanJ W Aluminum Company 401(k) …$48M
End-of-year total assets ($M) among True World Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$48M
Net Income$9M
Employer EIN711013026
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (True World Holdings LLC)

Sponsor-wide plan assets over time

All True World Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$56M 42.26345804407609% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.3M $55.9M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 899 $39M
2023 1 978 $48M
2024 1 1,018 $56M

Nearby 401(k) Plans in New Jersey

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

True World Holdings 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants True World Holdings 401(k) Plan, Total assets ($B): 0.047943902 · Participants: 978True World Holdings 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
True World Holdings 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare True World Holdings 401(k) Plan side-by-side with 3 peers →

True World Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Spartronics 401(k) Plan in PA ($48M); by covered participants it is Great Lakes Management 401(k) Retirement Savings Plan in MN (978 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (978 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 True World Holdings 401(k) Plan assets move in 2023? ▼
True World Holdings 401(k) Plan grew sharply - up 22.1% during 2023, from $39M to $48M. Reported net income was $9M.
How have True World Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True World Holdings LLC's sponsor-wide assets grew 42.3%, from $39M to $56M.
Where does True World Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
True World Holdings 401(k) Plan ranks in the 85th 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 True World Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spartronics 401(k) Plan in PA ($48M, 1,051 participants).
Which 401(k) plans cover a similar participant headcount to True World Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Great Lakes Management 401(k) Retirement Savings Plan in MN (978 participants, $8M 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 711013026.

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.