401(k) · DOL Form 5500 · 2024

True World Holdings LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
1,018
Participants Near avg headcount
85th
Percentile by assets National rank
$54,867
Avg per participant Low balance/head
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Official DOL plan name: True World Holdings 401(k) Plan · Sponsored by True World Holdings LLC · New Jersey · Wholesale Trade

$56M in assets, 1,018 participants

True World Holdings LLC's True World Holdings 401(k) Plan reported $56M in total assets and 1,018 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,271 in Wholesale Trade (6,080 peers)

Where True World Holdings 401(k) Plan sits by assets

True World Holdings 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 1,018 participants (~$54,867/participant), up 16.5% in 2024.

#5,271
in Wholesale Trade (6,080 peers)
+16.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

True World Holdings 401(k) Plan's outsized position by total assets

True World Holdings 401(k) Plan vs every filed plan by assets

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

$55,854,530 Top 15% higher than 85% 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

True World Holdings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. True World Holdings 401(k) Plan lands in the large band (1,018 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • True World Holdings 401(k) Plan end-of-year assets rose from $48M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • True World Holdings 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • True World Holdings 401(k) Plan reported participants rose from 978 in the plan year 2023 filing to 1,018 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 711013026 · True World Holdings LLC PY 2024 · 401(k)

True World Holdings 401(k) Plan · $56M · 1,018 · 85th

  • 5500 $56M
  • ASSETS 1,018
  • PCT 85th
  • EIN 401(k)
  • RANK near Skidmore Sales & Distributing Co., Inc. Restated 401(k) Profit Sharing Plan
  • PHOTO ind #5271

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 New Jersey →

True World Holdings 401(k) Plan in the asset neighbourhood

H.F. Lenz Company 401(k) and Profit Sharing PlanH.F. Lenz Company 401(k) and…$56MKovalus 401(k) Savings Plan$56MTrue World Holdings 401(k) PlanTrue World Holdings 401(k) P…$56MSkidmore Sales & Distributing Co., Inc. Restated 401(k) Profit Sharing PlanSkidmore Sales & Distributin…$56MCriterion Systems 401(k) & Profit Sharing PlanCriterion Systems 401(k) & P…$56M
End-of-year total assets ($M) among True World Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$56M
Net Income$8M
Employer EIN711013026
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (True World Holdings LLC)

Sponsor-wide plan assets over time

All True World Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$56M 42.26345804407609% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.3M $55.9M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 899 $39M
2023 1 978 $48M
2024 1 1,018 $56M

Nearby 401(k) Plans in New Jersey

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

True World Holdings 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants True World Holdings 401(k) Plan, Total assets ($B): 0.05585453 · Participants: 1018True World Holdings 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
True World Holdings 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare True World Holdings 401(k) Plan side-by-side with 3 peers →

True World Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Skidmore Sales & Distributing Co., Inc. Restated 401(k) Profit Sharing Plan in OH ($56M); by covered participants it is Delta Pooled Employer Plan in LA (1,018 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,018 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 True World Holdings 401(k) Plan assets move in 2024? ▼
True World Holdings 401(k) Plan grew sharply - up 16.5% during 2024, from $48M to $56M. Reported net income was $8M.
How have True World Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True World Holdings LLC's sponsor-wide assets grew 42.3%, from $39M to $56M.
Where does True World Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
True World Holdings 401(k) Plan ranks in the 85th 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 True World Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skidmore Sales & Distributing Co., Inc. Restated 401(k) Profit Sharing Plan in OH ($56M, 247 participants).
Which 401(k) plans cover a similar participant headcount to True World Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta Pooled Employer Plan in LA (1,018 participants, $9M 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 711013026.

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.