Defined Benefit (Pension) · DOL Form 5500 · 2023

True Value Company Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
382
Participants Below avg headcount
75th
Percentile by assets National rank
$60,526
Avg per participant Low balance/head
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Official DOL plan name: True Value Company Defined Lump Sum Pension Plan · Sponsored by True Value Company · Illinois · Wholesale Trade

$23M in assets, 382 participants

True Value Company's True Value Company Defined Lump Sum Pension Plan reported $23M in total assets and 382 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.

  • #4,614 in Wholesale Trade (6,309 peers)

Coverage in Illinois

True Value Company Defined Lump Sum Pension Plan covers 382 participants in Illinois, about 49% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#4,614
in Wholesale Trade (6,309 peers)
-1.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $364K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

True Value Company Defined Lump Sum Pension Plan's outsized position by total assets

True Value Company Defined Lump Sum Pension Plan vs every filed plan by assets

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

$23,120,992 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 Value Company Defined Lump Sum Pension 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 Value Company Defined Lump Sum Pension Plan sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • True Value Company Defined Lump Sum Pension Plan reported net income rose from -$6M in the plan year 2022 filing to -$364K in the plan year 2023 filing.
  • True Value Company Defined Lump Sum Pension Plan reported participants fell from 462 in the plan year 2022 filing to 382 in the plan year 2023 filing.
  • True Value Company Defined Lump Sum Pension Plan end-of-year assets fell from $23M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362099896 · True Value Company PY 2023 · Defined Benefit (Pension)

True Value Company Defined Lump Sum Pension Plan · $23M · 382 · 75th

  • SCH $23M
  • SCH 382
  • SCH 75th
  • SCH Defined Benefit (Pension)
  • SCH near The Swatch Group (U.S.) Inc. Employees' Retirement Plan
  • SCH ind #4614

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 Illinois →

True Value Company Defined Lump Sum Pension Plan in the asset neighbourhood

Groton School Defined Benefit PlanGroton School Defined Benefi…$23MTrue Value Company Defined Lump Sum Pension PlanTrue Value Company Defined L…$23MThe Swatch Group (U.S.) Inc. Employees' Retirement PlanThe Swatch Group (U.S.) Inc.…$23MPension Plan for Employees of Drs Naval Power Systems, Inc.Pension Plan for Employees o…$23MGray Television, Inc. Retirement Plan for Certain Bargaining Class EmployeesGray Television, Inc. Retire…$23M
End-of-year total assets ($M) among True Value Company Defined Lump Sum Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income-$364K
Employer EIN362099896
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (True Value Company)

Sponsor-wide plan assets over time

All True Value Company plans reported in each filing year

Latest sponsor-wide plan assets
$246M 7.609567016081292% vs 2022
2024 filing year
$220M$230M$240M$250M$260M 202220232024 $228M $246M ▲ +7.6%
Year Plans Participants Total Assets
2022 2 2,733 $228M
2023 2 2,614 $252M
2024 2 2,457 $246M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

True Value Company Defined Lump Sum Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants True Value Company Defined Lump Sum Pension Plan, Total assets ($B): 0.023120992 · Participants: 382True Value Company Defined Lump Sum Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
True Value Company Defined Lump Sum Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare True Value Company Defined Lump Sum Pension Plan side-by-side with 3 peers →

True Value Company Defined Lump Sum Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is The Swatch Group (U.S.) Inc. Employees' Retirement Plan in FL ($23M); by covered participants it is Catv Industry-IBEW Pension Plan in HI (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 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 Value Company Defined Lump Sum Pension Plan assets move in 2023? ▼
True Value Company Defined Lump Sum Pension Plan edged down modestly - down 1.3% during 2023, from $23M to $23M. Reported net income was -$364K.
How have True Value Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True Value Company's sponsor-wide assets grew 7.6%, from $228M to $246M.
Where does True Value Company Defined Lump Sum Pension Plan rank by assets among Form 5500 filers? ▼
True Value Company Defined Lump Sum Pension 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 Defined Benefit (Pension) plans are similar in size to True Value Company Defined Lump Sum Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Swatch Group (U.S.) Inc. Employees' Retirement Plan in FL ($23M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to True Value Company Defined Lump Sum Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Catv Industry-IBEW Pension Plan in HI (382 participants, $90M 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 362099896.

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.