401(k) · DOL Form 5500 · 2023

True North Human Capital, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
438
Participants Below avg headcount
75th
Percentile by assets National rank
$52,172
Avg per participant Low balance/head
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Official DOL plan name: True North Human Capital Retirement Savings Plan · Sponsored by True North Human Capital, LLC · New York · Healthcare & Social Assistance

$23M in assets, 438 participants

True North Human Capital, LLC's True North Human Capital Retirement Savings Plan reported $23M in total assets and 438 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,962 in Healthcare & Social Assistance (17,684 peers)

Where True North Human Capital Retirement Savings Plan sits by assets

True North Human Capital Retirement Savings Plan sits in the top quartile of all filed plans by assets, $23M for 438 participants (~$52,172/participant), up 29.3% in 2023.

#13,962
in Healthcare & Social Assistance (17,684 peers)
+29.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

True North Human Capital Retirement Savings Plan's outsized position by total assets

True North Human Capital Retirement Savings Plan vs every filed plan by assets

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

$22,851,471 Top 25% higher than 75% 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 North Human Capital Retirement Savings 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 North Human Capital Retirement Savings Plan sits mid-pack in the medium band (438 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • True North Human Capital Retirement Savings Plan reported net income rose from -$443K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • True North Human Capital Retirement Savings Plan reported participants rose from 315 in the plan year 2022 filing to 438 in the plan year 2023 filing.
  • True North Human Capital Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 474797475 · True North Human Capital, LLC PY 2023 · 401(k)

True North Human Capital Retirement Savings Plan · $23M · 438 · 75th

  • RANK $23M
  • RANK 438
  • RANK 75th
  • RANK 401(k)
  • RANK near Roehl Corporation Incentive Savings Plan
  • RANK ind #13962

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

True North Human Capital Retirement Savings Plan in the asset neighbourhood

True North Human Capital Retirement Savings PlanTrue North Human Capital Ret…$23MRoehl Corporation Incentive Savings PlanRoehl Corporation Incentive …$23MMountain West 401(k) Pooled Employer PlanMountain West 401(k) Pooled …$23MRidgeway Plumbing, Inc. 401(k) Profit Sharing PlanRidgeway Plumbing, Inc. 401(…$23MDivisions Inc. 401(k) Plan$23M
End-of-year total assets ($M) among True North Human Capital Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN474797475
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (True North Human Capital, LLC)

Sponsor-wide plan assets over time

All True North Human Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 132.77891866419944% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.1M $42.2M ▲ +132.8%
Year Plans Participants Total Assets
2022 1 315 $18M
2023 1 438 $23M
2024 2 831 $42M

Nearby 401(k) Plans in New York

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

True North Human Capital Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants True North Human Capital Retirement Savings Plan, Total assets ($B): 0.022851471 · Participants: 438True North Human Capital Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
True North Human Capital Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare True North Human Capital Retirement Savings Plan side-by-side with 3 peers →

True North Human Capital Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Roehl Corporation Incentive Savings Plan in WI ($23M); by covered participants it is Woodloch Pines Inc. 401(k) Plan in PA (438 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (438 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 North Human Capital Retirement Savings Plan assets move in 2023? ▼
True North Human Capital Retirement Savings Plan grew sharply - up 29.3% during 2023, from $18M to $23M. Reported net income was $5M.
How have True North Human Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True North Human Capital, LLC's sponsor-wide assets grew 132.8%, from $18M to $42M.
Where does True North Human Capital Retirement Savings Plan rank by assets among Form 5500 filers? ▼
True North Human Capital Retirement Savings Plan ranks in the 75th 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 North Human Capital Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roehl Corporation Incentive Savings Plan in WI ($23M, 18 participants).
Which 401(k) plans cover a similar participant headcount to True North Human Capital Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woodloch Pines Inc. 401(k) Plan in PA (438 participants, $12M 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 474797475.

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.