401(k) · DOL Form 5500 · 2024

True North Management, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
339
Participants Below avg headcount
77th
Percentile by assets National rank
$88,910
Avg per participant Below avg balance/head
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Official DOL plan name: Truenorth 401(k) Plan · Sponsored by True North Management, LLC · Ohio · Retail Trade

$30M in assets, 339 participants

True North Management, LLC's Truenorth 401(k) Plan reported $30M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,944 in Retail Trade (8,048 peers)

Coverage in Ohio

Truenorth 401(k) Plan covers 339 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#6,944
in Retail Trade (8,048 peers)
+3.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Truenorth 401(k) Plan's outsized position by total assets

Truenorth 401(k) Plan vs every filed plan by assets

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

$30,140,569 Top 23% higher than 77% 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

Truenorth 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. Truenorth 401(k) Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Truenorth 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Truenorth 401(k) Plan reported participants fell from 998 in the plan year 2023 filing to 339 in the plan year 2024 filing.
  • Truenorth 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341900634 · True North Management, LLC PY 2024 · 401(k)

Truenorth 401(k) Plan · $30M · 339 · 77th

  • EOY $30M
  • EOY 339
  • EOY 77th
  • EOY 401(k)
  • EOY near 403(b) Thrift Plan for Employees of Gracelight Community Health
  • EOY ind #6944

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 Retail Trade retirement plans → · Plans in Ohio →

Truenorth 401(k) Plan in the asset neighbourhood

Truenorth 401(k) Plan$30M403(b) Thrift Plan for Employees of Gracelight Community Health403(b) Thrift Plan for Emplo…$30MBgm Group Salary Savings Plan and TrustBgm Group Salary Savings Pla…$30MDecker Truck Line, Inc. 401(k) Savings PlanDecker Truck Line, Inc. 401(…$30MSquare Enix, Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Truenorth 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$1M
Employer EIN341900634
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (True North Management, LLC)

Sponsor-wide plan assets over time

All True North Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 18.935091708510193% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.3M $30.1M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 1,072 $25M
2023 1 998 $29M
2024 1 339 $30M

Nearby 401(k) Plans in Ohio

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

Truenorth 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Truenorth 401(k) Plan, Total assets ($B): 0.030140569 · Participants: 339Truenorth 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Truenorth 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Truenorth 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Gracelight Community Health in CA ($30M); by covered participants it is Smart Sand, Inc. Retirement Plan in IL (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Truenorth 401(k) Plan assets move in 2024? ▼
Truenorth 401(k) Plan edged up modestly - up 3.5% during 2024, from $29M to $30M. Reported net income was $1M.
How have True North Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True North Management, LLC's sponsor-wide assets grew 18.9%, from $25M to $30M.
Where does Truenorth 401(k) Plan rank by assets among Form 5500 filers? ▼
Truenorth 401(k) Plan ranks in the 77th 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 Truenorth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Gracelight Community Health in CA ($30M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Truenorth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smart Sand, Inc. Retirement Plan in IL (339 participants, $17M 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 341900634.

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.