401(k) · DOL Form 5500 · 2024

Truenorth Companies, L.C. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
313
Participants Below avg headcount
87th
Percentile by assets National rank
$199,611
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Truenorth Companies, L.C. 401(k) Plan · Sponsored by Truenorth Companies, L.C. · Iowa · Finance & Insurance

$62M in assets, 313 participants

Truenorth Companies, L.C.'s Truenorth Companies, L.C. 401(k) Plan reported $62M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,760 in Finance & Insurance (8,549 peers)

Where Truenorth Companies, L.C. 401(k) Plan sits by assets

Truenorth Companies, L.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $62M for 313 participants (~$199,611/participant), up 16.4% in 2024.

#6,760
in Finance & Insurance (8,549 peers)
+16.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Truenorth Companies, L.C. 401(k) Plan's outsized position by total assets

Truenorth Companies, L.C. 401(k) Plan vs every filed plan by assets

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

$62,478,291 Top 13% higher than 87% 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 Companies, L.C. 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 Companies, L.C. 401(k) Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Truenorth Companies, L.C. 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Truenorth Companies, L.C. 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Truenorth Companies, L.C. 401(k) Plan reported participants fell from 362 in the plan year 2023 filing to 313 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421513015 · Truenorth Companies, L.C. PY 2024 · 401(k)

Truenorth Companies, L.C. 401(k) Plan · $62M · 313 · 87th

  • BOY $62M
  • SCH 313
  • EBSA 87th
  • PART 401(k)
  • TYPE near Moregroup Holdings 401(k) Plan
  • NET ind #6760

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 Iowa →

Truenorth Companies, L.C. 401(k) Plan in the asset neighbourhood

Truenorth Companies, L.C. 401(k) PlanTruenorth Companies, L.C. 40…$62MMoregroup Holdings 401(k) PlanMoregroup Holdings 401(k) Pl…$62MNeurosurgical Associates, Ltd. Profit Sharing PlanNeurosurgical Associates, Lt…$62MJ. H. Fletcher & Co. Employees Profit Sharing PlanJ. H. Fletcher & Co. Employe…$62MCuro Management 401(k) Retirement PlanCuro Management 401(k) Retir…$62M
End-of-year total assets ($M) among Truenorth Companies, L.C. 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)$54M
Net Assets (End of Year)$62M
Net Income$9M
Employer EIN421513015
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truenorth Companies, L.C.)

Sponsor-wide plan assets over time

All Truenorth Companies, L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 44.39244638602028% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.3M $62.5M ▲ +44.4%
Year Plans Participants Total Assets
2022 1 327 $43M
2023 1 362 $54M
2024 1 313 $62M

Nearby 401(k) Plans in Iowa

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

Truenorth Companies, L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Truenorth Companies, L.C. 401(k) Plan, Total assets ($B): 0.062478291 · Participants: 313Truenorth Companies, L.C. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Truenorth Companies, L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Truenorth Companies, L.C. 401(k) Plan side-by-side with 3 peers →

Truenorth Companies, L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Moregroup Holdings 401(k) Plan in TX ($62M); by covered participants it is 403(b) Thrift Plan of Waypoint in NH (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Companies, L.C. 401(k) Plan assets move in 2024? ▼
Truenorth Companies, L.C. 401(k) Plan grew sharply - up 16.4% during 2024, from $54M to $62M. Reported net income was $9M.
How have Truenorth Companies, L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truenorth Companies, L.C.'s sponsor-wide assets grew 44.4%, from $43M to $62M.
Where does Truenorth Companies, L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Truenorth Companies, L.C. 401(k) Plan ranks in the 87th 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 Companies, L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moregroup Holdings 401(k) Plan in TX ($62M, 599 participants).
Which 401(k) plans cover a similar participant headcount to Truenorth Companies, L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 403(b) Thrift Plan of Waypoint in NH (313 participants, $10M 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 421513015.

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.