401(k) · DOL Form 5500 · 2023

True Value Company 401(k) Plan

Data updated 2026-08-25

$229M
Total assets Near avg plan size
2,232
Participants Above avg headcount
95th
Percentile by assets National rank
$102,465
Avg per participant Below avg balance/head
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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.

  • #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.

#6,087
in Wholesale Trade (6,309 peers)
+11.6%
assets growth YoY
2.3×
vs typical plan assets (national mean)

True Value Company Savings & Compensation Deferral Plan's outsized position 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 $2,050,000,000 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 Savings & Compensation Deferral Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. True Value Company Savings & Compensation Deferral Plan lands in the large band (2,232 participants).

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 →

DOL schedule card

Filing strip 362099896 · True Value Company PY 2023 · 401(k)

True Value Company Savings & Compensation Deferral Plan · $229M · 2,232 · 95th

  • PHOTO $229M
  • IND 2,232
  • EOY 95th
  • 5500 401(k)
  • ASSETS near Fennemore Craig Retirement Plan for Directors and Staff
  • PCT ind #6087

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 Savings & Compensation Deferral Plan in the asset neighbourhood

Fennemore Craig Retirement Plan for Directors and StaffFennemore Craig Retirement P…$229MTsmc North America 401(k) PlanTsmc North America 401(k) Pl…$229MTrue Value Company Savings & Compensation Deferral PlanTrue Value Company Savings &…$229MAdvanced Energy Industries, Inc. 401(k) Profit Sharing PlanAdvanced Energy Industries, …$229MSavings Plan for Senior Attorneys and Associates of Cravath, Swaine & Moore LLPSavings Plan for Senior Atto…$229M
End-of-year total assets ($M) among True Value Company Savings & Compensation Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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 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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants True Value Company Savings & Compensation Deferral Plan, Total assets ($B): 0.228702258 · Participants: 2232True Value Company Savings & Compensation Deferral PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
True Value Company Savings & Compensation Deferral Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare True Value Company Savings & Compensation Deferral Plan side-by-side with 3 peers →

True Value Company Savings & Compensation Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Fennemore Craig Retirement Plan for Directors and Staff in AZ ($229M); by covered participants it is Townsquare Media, Inc. 401(k) Plan in NY (2,232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,232 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 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).
Which 401(k) plans cover a similar participant headcount to True Value Company Savings & Compensation Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Townsquare Media, Inc. 401(k) Plan in NY (2,232 participants, $99M 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.