401(k) · DOL Form 5500 · 2023

True Value Company 401(k) Plan

Data updated 2026-08-11

$229M
Total assets
2,232
Participants
95th
Percentile by assets
$102,465
Avg per participant
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Official DOL plan name: True Value Company Savings & Compensation Deferral Plan · Sponsored by True Value Company · Illinois · Wholesale Trade

$229M in assets, 2,232 participants

True Value Company's True Value Company Savings & Compensation Deferral Plan reported $229M in total assets and 2,232 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #6,087 in Wholesale Trade (6,309 peers)

Coverage in Illinois

True Value Company Savings & Compensation Deferral Plan covers 2,232 participants in Illinois, 2.9x the typical Illinois plan (state average ~779 per filing). Assets: $229M.

$229M
total plan assets (2023 EOY)
2,232
covered participants
95th
percentile by assets (of 127,072 plans)
$102,465
avg assets per participant

Where True Value Company Savings & Compensation Deferral Plan sits by total assets

True Value Company Savings & Compensation Deferral Plan vs every filed plan by assets

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

$228,702,258 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • True Value Company Savings & Compensation Deferral Plan reported net income rose from -$63M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • True Value Company Savings & Compensation Deferral Plan end-of-year assets rose from $205M in the plan year 2022 filing to $229M in the plan year 2023 filing.
  • True Value Company Savings & Compensation Deferral Plan reported participants fell from 2,271 in the plan year 2022 filing to 2,232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Wholesale Trade

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. True Value Company Savings & Compensation Deferral Plan reports 2,232 participants - 2.9x that state average ($229M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$229M
Net Income$24M
Employer EIN362099896
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (True Value Company)

$220M$230M$240M$250M$260M 202220232024 $228M $246M ▲ +7.6%
Total plan assets by year, all True Value Company plans on file
Year Plans Participants Total Assets
2022 2 2,733 $228M
2023 2 2,614 $252M
2024 2 2,457 $246M

Nearby 401(k) Plans in Illinois

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

True Value Company Savings & Compensation Deferral Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

True Value Company Savings & Compensation Deferral Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants True Value Company S…Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
True Value Company Savings & Compensation Deferral Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare True Value Company Savings & Compensatio… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to True Value Company Savings & Compensation Deferral Plan by total assets, not by location.

Frequently Asked Questions

How did True Value Company Savings & Compensation Deferral Plan assets move in 2023? ▼
True Value Company Savings & Compensation Deferral Plan grew at a solid clip - up 11.6% during 2023, from $205M to $229M. Reported net income was $24M.
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 Savings & Compensation Deferral Plan rank by assets among Form 5500 filers? ▼
True Value Company Savings & Compensation Deferral Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to True Value Company Savings & Compensation Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fennemore Craig Retirement Plan for Directors and Staff in AZ ($229M, 419 participants).

Next read for True Value Company Savings & Compensatio…

Filing takeaways

Ways to act on True Value Company Savings & Compensation Deferral Plan's numbers.

  • By total assets, True Value Company Savings & Compensation Deferral Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • True Value Company's sponsor-wide assets have grown 7.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.