401(k) · DOL Form 5500 · 2023

Truenorth Wellness Services 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
231
Participants Below avg headcount
54th
Percentile by assets National rank
$34,792
Avg per participant Low balance/head
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Official DOL plan name: Truenorth Wellness Services Retirement Savings Plan · Sponsored by Truenorth Wellness Services · Pennsylvania · Healthcare & Social Assistance

$8M in assets, 231 participants

Truenorth Wellness Services's Truenorth Wellness Services Retirement Savings Plan reported $8M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,504 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Truenorth Wellness Services Retirement Savings Plan covers 231 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#10,504
in Healthcare & Social Assistance (17,684 peers)
+15.5%
assets growth YoY

Truenorth Wellness Services Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Truenorth Wellness Services Retirement Savings Plan vs every filed plan by assets

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

$8,037,041 Top 46% higher than 54% 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

Truenorth Wellness Services 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. Truenorth Wellness Services Retirement Savings Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truenorth Wellness Services Retirement Savings Plan reported net income rose from $609K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Truenorth Wellness Services Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Truenorth Wellness Services Retirement Savings Plan reported participants fell from 244 in the plan year 2022 filing to 231 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232007907 · Truenorth Wellness Services PY 2023 · 401(k)

Truenorth Wellness Services Retirement Savings Plan · $8M · 231 · 54th

  • TYPE $8M
  • NET 231
  • BOOK 54th
  • VS-ST 401(k)
  • BOY near Wisconsin Masonic Home, Inc. Retirement Savings Plan
  • SCH ind #10504

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 Pennsylvania →

Truenorth Wellness Services Retirement Savings Plan in the asset neighbourhood

Truenorth Wellness Services Retirement Savings PlanTruenorth Wellness Services …$8MWisconsin Masonic Home, Inc. Retirement Savings PlanWisconsin Masonic Home, Inc.…$8MJames & Hoffman, P.C. 401(k) Profit Sharing Plan and TrustJames & Hoffman, P.C. 401(k)…$8MGreat Lakes Management 401(k) Retirement Savings PlanGreat Lakes Management 401(k…$8MBidart Bros. 401(k) Profit Sharing PlanBidart Bros. 401(k) Profit S…$8M
End-of-year total assets ($M) among Truenorth Wellness Services Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN232007907
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truenorth Wellness Services)

Sponsor-wide plan assets over time

All Truenorth Wellness Services plans reported in each filing year

Latest sponsor-wide plan assets
$8M 12.670419125147925% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.96M $7.84M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 244 $7M
2023 1 231 $8M
2024 1 217 $8M

Nearby 401(k) Plans in Pennsylvania

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

Truenorth Wellness Services Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Truenorth Wellness Services Retirement Savings Plan, Total assets ($B): 0.008037041 · Participants: 231Truenorth Wellness Services Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Truenorth Wellness Services Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Truenorth Wellness Services Retirement Savings Plan side-by-side with 3 peers →

Truenorth Wellness Services Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Wisconsin Masonic Home, Inc. Retirement Savings Plan in WI ($8M); by covered participants it is Teacher Synergy LLC 401(k) Plan in NY (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Truenorth Wellness Services Retirement Savings Plan assets move in 2023? ▼
Truenorth Wellness Services Retirement Savings Plan grew sharply - up 15.5% during 2023, from $7M to $8M. Reported net income was $1M.
How have Truenorth Wellness Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truenorth Wellness Services's sponsor-wide assets grew 12.7%, from $7M to $8M.
Which 401(k) plans are similar in size to Truenorth Wellness Services Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisconsin Masonic Home, Inc. Retirement Savings Plan in WI ($8M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Truenorth Wellness Services Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teacher Synergy LLC 401(k) Plan in NY (231 participants, N/A 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 232007907.

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.