401(k) · DOL Form 5500 · 2024
True Value Company 401(k) Plan
Data updated 2026-08-25
- $223M
- Total assets Near avg plan size
- 2,121
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $105,199
- Avg per participant Below avg balance/head
Official DOL plan name: True Value Company, L.L.C. Savings and Compensation Deferral Plan · Sponsored by True Value Company · Illinois · Wholesale Trade
$223M in assets, 2,121 participants
True Value Company's True Value Company, L.L.C. Savings and Compensation Deferral Plan reported $223M in total assets and 2,121 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #5,836 in Wholesale Trade (6,080 peers)
Coverage in Illinois
True Value Company, L.L.C. Savings and Compensation Deferral Plan covers 2,121 participants in Illinois, 2.7x the typical Illinois plan (state average ~779 per filing). Assets: $223M.
- #5,836
- in Wholesale Trade (6,080 peers)
- -2.4%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
True Value Company, L.L.C. Savings and Compensation Deferral Plan's outsized position by total assets
True Value Company, L.L.C. Savings and Compensation Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$223,126,648 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
True Value Company, L.L.C. Savings and Compensation Deferral 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 Value Company, L.L.C. Savings and Compensation Deferral Plan lands in the large band (2,121 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- True Value Company, L.L.C. Savings and Compensation Deferral Plan reported net income fell from $24M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- True Value Company, L.L.C. Savings and Compensation Deferral Plan reported participants fell from 2,232 in the plan year 2023 filing to 2,121 in the plan year 2024 filing.
- True Value Company, L.L.C. Savings and Compensation Deferral Plan end-of-year assets fell from $229M in the plan year 2023 filing to $223M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362099896 · True Value Company PY 2024 · 401(k)
True Value Company, L.L.C. Savings and Compensation Deferral Plan · $223M · 2,121 · 95th
- BOY $223M
- SCH 2,121
- EBSA 95th
- PART 401(k)
- TYPE near Abx Air, Inc. Pilots Investment Plan
- NET ind #5836
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 Illinois →
True Value Company, L.L.C. Savings and Compensation Deferral Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $223M |
| Net Income | -$6M |
| Employer EIN | 362099896 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (True Value Company)
Sponsor-wide plan assets over time
All True Value Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $246M 7.609567016081292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,733 | $228M |
| 2023 | 2 | 2,614 | $252M |
| 2024 | 2 | 2,457 | $246M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
True Value Company, L.L.C. Savings and Compensation Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Abx Air, Inc. Pilots Investment Plan in OH ($223M); by covered participants it is Ltimindtree Limited 401(k) Plan in NJ (2,121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($223M here).
- Abx Air, Inc. Pilots Investment Plan (OH) $223M · 277
- Redfin 401(k) Profit Sharing Plan (WA) $223M · 3,313
- The Real Chemistry 401(k) Savings Plan (CA) $223M · 1,703
- Monster Worldwide Inc. 401(k) Savings Plan (MA) $223M · 473
Similar participant headcount
Nearest other-state filings by covered participants (2,121 participants); asset peers above are excluded.
- Ltimindtree Limited 401(k) Plan (NJ) 2,121 · 0 off
- Maa 401(k) Savings Plan (TN) 2,121 · 0 off
- R.E. Michel Company, LLC 401(k) Profit Sharing and Savings Plan (MD) 2,121 · 0 off
- Frontdoor, Inc. 401(k) Plan (TN) 2,120 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.