401(k) · DOL Form 5500 · 2024

True Value Company 401(k) Plan

Data updated 2026-08-11

$223M
Total assets: 2,121
Participants: 95th
Percentile by assets: $105,199
Avg per participant

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.

95th percentile by assets (of 123,622 plans)
#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.

$223M
total plan assets (2024 EOY): 2,121
covered participants: 95th
percentile by assets (of 123,622 plans): $105,199
avg assets per participant

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.

Where True Value Company, L.L.C. Savings and Compensation Deferral Plan sits 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 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.

See the national 2023→2024 release diff →

State

Illinois

Industry

Wholesale Trade

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. True Value Company, L.L.C. Savings and Compensation Deferral Plan reports 2,121 participants - 2.7x that state average ($223M EOY assets).

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)

Total plan assets by year, all True Value Company plans on file

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.

True Value Company, L.L.C. Savings and Compensation Deferral Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Compare True Value Company, L.L.C. Savings and C… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to True Value Company, L.L.C. Savings and Compensation Deferral Plan by total assets, not by location.

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

Frequently Asked Questions

How did True Value Company, L.L.C. Savings and Compensation Deferral Plan assets move in 2024? ▼

True Value Company, L.L.C. Savings and Compensation Deferral Plan edged down modestly - down 2.4% during 2024, from $229M to $223M. Reported net income was -$6M.

How have True Value Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), True Value Company's sponsor-wide assets grew 7.6%, from $228M to $246M.

Where does True Value Company, L.L.C. Savings and Compensation Deferral Plan rank by assets among Form 5500 filers? ▼

True Value Company, L.L.C. Savings and Compensation Deferral Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to True Value Company, L.L.C. Savings and Compensation Deferral Plan? ▼

Among 401(k) plans in other states, the closest by assets is Abx Air, Inc. Pilots Investment Plan in OH ($223M, 277 participants).

Next read for True Value Company, L.L.C. Savings and C…

Filing takeaways

Ways to act on True Value Company, L.L.C. Savings and Compensation Deferral Plan's numbers.

By total assets, True Value Company, L.L.C. Savings and Compensation Deferral Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
True Value Company's sponsor-wide assets have grown 7.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 362099896.