401(k) · DOL Form 5500 · 2024
Truwest Company, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 263
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $81,771
- Avg per participant Below avg balance/head
Official DOL plan name: Truwest Company, LLC Retirement Savings Plan · Sponsored by Truwest Company, LLC · Ohio · Other Services
$22M in assets, 263 participants
Truwest Company, LLC's Truwest Company, LLC Retirement Savings Plan reported $22M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,527 in Other Services (7,719 peers)
Coverage in Ohio
Truwest Company, LLC Retirement Savings Plan covers 263 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $22M.
- #6,527
- in Other Services (7,719 peers)
- +15.1%
- assets growth YoY
Truwest Company, LLC Retirement Savings Plan's outsized position by total assets
Truwest Company, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,505,701 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Truwest Company, LLC Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Truwest Company, LLC Retirement Savings Plan sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Truwest Company, LLC Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Truwest Company, LLC Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Truwest Company, LLC Retirement Savings Plan reported participants rose from 250 in the plan year 2023 filing to 263 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 300719069 · Truwest Company, LLC PY 2024 · 401(k)
Truwest Company, LLC Retirement Savings Plan · $22M · 263 · 72nd
- EOY $22M
- EOY 263
- EOY 72nd
- EOY 401(k)
- EOY near Ldx Solutions 401(k) Plan
- EOY ind #6527
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 Other Services retirement plans → · Plans in Ohio →
Truwest Company, LLC Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 300719069 |
| Plan Effective Date | 1994-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Truwest Company, LLC)
Sponsor-wide plan assets over time
All Truwest Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 52.707673358389215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $14M |
| 2023 | 1 | 250 | $19M |
| 2024 | 1 | 263 | $22M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Truwest Company, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Ldx Solutions 401(k) Plan in GA ($22M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.
- Cansortium Holdings 401(k) Plan (FL) 263 · 0 off
- Rocket Lawyer 401(k) Plan (CA) 263 · 0 off
- First National Bank Savings and Investment Plan (ME) 263 · 0 off
- Yanka Industries, Inc. Retirement Plan (CA) 263 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.