401(k) · DOL Form 5500 · 2024

Trustone Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
559
Participants Below avg headcount
89th
Percentile by assets National rank
$139,941
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trustone Financial Credit Union 401(k) Plan · Sponsored by Trustone Financial Credit Union · Minnesota · Finance & Insurance

$78M in assets, 559 participants

Trustone Financial Credit Union's Trustone Financial Credit Union 401(k) Plan reported $78M in total assets and 559 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,034 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Trustone Financial Credit Union 401(k) Plan covers 559 participants in Minnesota, about 50% of the average Minnesota filer (state average ~1,126 per filing). Assets: $78M.

#7,034
in Finance & Insurance (8,549 peers)
+17.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Trustone Financial Credit Union 401(k) Plan's outsized position by total assets

Trustone Financial Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$78,227,296 Top 11% higher than 89% of 123,620 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 2024

Trustone Financial Credit Union 401(k) 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. Trustone Financial Credit Union 401(k) Plan sits mid-pack in the medium band (559 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trustone Financial Credit Union 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Trustone Financial Credit Union 401(k) Plan end-of-year assets rose from $66M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • Trustone Financial Credit Union 401(k) Plan reported participants rose from 486 in the plan year 2023 filing to 559 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410749255 · Trustone Financial Credit Union PY 2024 · 401(k)

Trustone Financial Credit Union 401(k) Plan · $78M · 559 · 89th

  • TYPE $78M
  • NET 559
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Honda Logistics North America, Inc. Retirement Savings Plan
  • SCH ind #7034

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Trustone Financial Credit Union 401(k) Plan in the asset neighbourhood

Komodo Health, Inc. Retirement TrustKomodo Health, Inc. Retireme…$78MHonda Logistics North America, Inc. Retirement Savings PlanHonda Logistics North Americ…$78MTrustone Financial Credit Union 401(k) PlanTrustone Financial Credit Un…$78MDelinea Inc. 401(k) Plan$78MElevations Credit Union Capital Accumulation PlanElevations Credit Union Capi…$78M
End-of-year total assets ($M) among Trustone Financial Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$78M
Net Income$12M
Employer EIN410749255
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustone Financial Credit Union)

Sponsor-wide plan assets over time

All Trustone Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 35.93548646854733% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.6M $78.2M ▲ +35.9%
Year Plans Participants Total Assets
2022 3 729 $58M
2023 1 486 $66M
2024 1 559 $78M

Nearby 401(k) Plans in Minnesota

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

Trustone Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Trustone Financial Credit Union 401(k) Plan, Total assets ($B): 0.078227296 · Participants: 559Trustone Financial Credit Union 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Trustone Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Trustone Financial Credit Union 401(k) Plan side-by-side with 3 peers →

Trustone Financial Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Honda Logistics North America, Inc. Retirement Savings Plan in OH ($78M); by covered participants it is The Koehler Organization 401(k) Plan in SD (559 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (559 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trustone Financial Credit Union 401(k) Plan assets move in 2024? ▼
Trustone Financial Credit Union 401(k) Plan grew sharply - up 17.7% during 2024, from $66M to $78M. Reported net income was $12M.
How have Trustone Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustone Financial Credit Union's sponsor-wide assets grew 35.9%, from $58M to $78M.
Where does Trustone Financial Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Trustone Financial Credit Union 401(k) Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Trustone Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Honda Logistics North America, Inc. Retirement Savings Plan in OH ($78M, 3,003 participants).
Which 401(k) plans cover a similar participant headcount to Trustone Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Koehler Organization 401(k) Plan in SD (559 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410749255.

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.