401(k) · DOL Form 5500 · 2024

Truly Title, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
106
Participants Small participant base
42nd
Percentile by assets National rank
$46,372
Avg per participant Low balance/head
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Official DOL plan name: Truly Title, Inc. 401(k) Plan · Sponsored by Truly Title, Inc. · Texas · Professional & Technical Services

$5M in assets, 106 participants

Truly Title, Inc.'s Truly Title, Inc. 401(k) Plan reported $5M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,899 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Truly Title, Inc. 401(k) Plan covers 106 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#7,899
in Professional & Technical Services (20,173 peers)
+8.4%
assets growth YoY

Truly Title, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Truly Title, Inc. 401(k) Plan vs every filed plan by assets

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

$4,915,400 42nd percentile higher than 42% 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

Truly Title, Inc. 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. Truly Title, Inc. 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Truly Title, Inc. 401(k) Plan reported net income fell from $722K in the plan year 2023 filing to $381K in the plan year 2024 filing.
  • Truly Title, Inc. 401(k) Plan reported participants fell from 144 in the plan year 2023 filing to 106 in the plan year 2024 filing.
  • Truly Title, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 832214827 · Truly Title, Inc. PY 2024 · 401(k)

Truly Title, Inc. 401(k) Plan · $5M · 106 · 42nd

  • PCT $5M
  • PCT 106
  • PCT 42nd
  • PCT 401(k)
  • PCT near Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan
  • PCT ind #7899

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 Professional & Technical Services retirement plans → · Plans in Texas →

Truly Title, Inc. 401(k) Plan in the asset neighbourhood

Truly Title, Inc. 401(k) Plan$5MWallace & Toney Valuation Advisors Inc 401(k) Profit Sharing PlanWallace & Toney Valuation Ad…$5MCavanah Dealer Services, LLC 401(k) Profit Sharing PlanCavanah Dealer Services, LLC…$5MRountree Transport & Rigging, Inc. 401(k) Savings Plan & TrustRountree Transport & Rigging…$5MSdii Global, LLC 401(k) Savings PlanSdii Global, LLC 401(k) Savi…$5M
End-of-year total assets ($M) among Truly Title, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$381K
Employer EIN832214827
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truly Title, Inc.)

Sponsor-wide plan assets over time

All Truly Title, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.912632409906188% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.81M $4.92M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 175 $4M
2023 1 144 $5M
2024 1 106 $5M

Nearby 401(k) Plans in Texas

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

Truly Title, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Truly Title, Inc. 401(k) Plan, Total assets ($B): 0.0049154 · Participants: 106Truly Title, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Truly Title, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Truly Title, Inc. 401(k) Plan side-by-side with 3 peers →

Truly Title, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Truly Title, Inc. 401(k) Plan assets move in 2024? ▼
Truly Title, Inc. 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $5M to $5M. Reported net income was $381K.
How have Truly Title, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truly Title, Inc.'s sponsor-wide assets grew 28.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Truly Title, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wallace & Toney Valuation Advisors Inc 401(k) Profit Sharing Plan in CA ($5M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Truly Title, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants, N/A 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 832214827.

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.