Defined Benefit (Pension) · DOL Form 5500 · 2024

True Value Company Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
336
Participants Below avg headcount
72nd
Percentile by assets National rank
$67,022
Avg per participant Below avg balance/head
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Official DOL plan name: True Value Company Defined Lump Sum Pension Plan · Sponsored by True Value Company · Illinois · Wholesale Trade

$23M in assets, 336 participants

True Value Company's True Value Company Defined Lump Sum Pension Plan reported $23M in total assets and 336 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,225 in Wholesale Trade (6,080 peers)

Coverage in Illinois

True Value Company Defined Lump Sum Pension Plan covers 336 participants in Illinois, about 43% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#4,225
in Wholesale Trade (6,080 peers)
-2.6%
assets change YoY

The plan reported a net loss of $616K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

True Value Company Defined Lump Sum Pension Plan's outsized position by total assets

True Value Company Defined Lump Sum Pension Plan vs every filed plan by assets

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

$22,519,429 Top 28% higher than 72% 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

True Value Company Defined Lump Sum Pension 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. True Value Company Defined Lump Sum Pension Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • True Value Company Defined Lump Sum Pension Plan reported net income fell from -$364K in the plan year 2023 filing to -$616K in the plan year 2024 filing.
  • True Value Company Defined Lump Sum Pension Plan reported participants fell from 382 in the plan year 2023 filing to 336 in the plan year 2024 filing.
  • True Value Company Defined Lump Sum Pension Plan end-of-year assets fell from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 362099896 · True Value Company PY 2024 · Defined Benefit (Pension)

True Value Company Defined Lump Sum Pension Plan · $23M · 336 · 72nd

  • PHOTO $23M
  • IND 336
  • EOY 72nd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Roofers Local Union No. 71 Pension Plan
  • PCT ind #4225

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 Defined Lump Sum Pension Plan in the asset neighbourhood

Pension Plan for the Employees of L'oreal Travel Retail Americas, Inc.Pension Plan for the Employe…$23MTrue Value Company Defined Lump Sum Pension PlanTrue Value Company Defined L…$23MRoofers Local Union No. 71 Pension PlanRoofers Local Union No. 71 P…$23MThe Retirement Plan of Power Financial Credit UnionThe Retirement Plan of Power…$23MSummit Credit Union Retirement Pension PlanSummit Credit Union Retireme…$22M
End-of-year total assets ($M) among True Value Company Defined Lump Sum Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$616K
Employer EIN362099896
Plan Effective Date1958-01-01
Filing StatusFILING 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
$220M$230M$240M$250M$260M 202220232024 $228M $246M ▲ +7.6%
Year Plans Participants Total Assets
2022 2 2,733 $228M
2023 2 2,614 $252M
2024 2 2,457 $246M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

True Value Company Defined Lump Sum Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants True Value Company Defined Lump Sum Pension Plan, Total assets ($B): 0.022519429 · Participants: 336True Value Company Defined Lump Sum Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
True Value Company Defined Lump Sum Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare True Value Company Defined Lump Sum Pension Plan side-by-side with 3 peers →

True Value Company Defined Lump Sum Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Roofers Local Union No. 71 Pension Plan in OH ($23M); by covered participants it is Allen Health Systems, Inc. Retirement Income Plan in IA (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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 True Value Company Defined Lump Sum Pension Plan assets move in 2024? ▼
True Value Company Defined Lump Sum Pension Plan edged down modestly - down 2.6% during 2024, from $23M to $23M. Reported net income was -$616K.
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.
Which Defined Benefit (Pension) plans are similar in size to True Value Company Defined Lump Sum Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roofers Local Union No. 71 Pension Plan in OH ($23M, 82 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to True Value Company Defined Lump Sum Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Allen Health Systems, Inc. Retirement Income Plan in IA (336 participants, $13M 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 362099896.

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.