401(k) · DOL Form 5500 · 2024

Trew, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
356
Participants Below avg headcount
76th
Percentile by assets National rank
$78,026
Avg per participant Below avg balance/head
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Official DOL plan name: Trew, LLC. 401(k) Plan · Sponsored by Trew, LLC · Ohio · Manufacturing

$28M in assets, 356 participants

Trew, LLC's Trew, LLC. 401(k) Plan reported $28M in total assets and 356 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,933 in Manufacturing (17,777 peers)

Coverage in Ohio

Trew, LLC. 401(k) Plan covers 356 participants in Ohio, about 47% of the average Ohio filer (state average ~765 per filing). Assets: $28M.

#11,933
in Manufacturing (17,777 peers)
+42.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Trew, LLC. 401(k) Plan's outsized position by total assets

Trew, LLC. 401(k) Plan vs every filed plan by assets

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

$27,777,211 Top 24% higher than 76% 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

Trew, LLC. 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. Trew, LLC. 401(k) Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trew, LLC. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Trew, LLC. 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Trew, LLC. 401(k) Plan reported participants rose from 295 in the plan year 2023 filing to 356 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 831502676 · Trew, LLC PY 2024 · 401(k)

Trew, LLC. 401(k) Plan · $28M · 356 · 76th

  • BOOK $28M
  • BOOK 356
  • BOOK 76th
  • BOOK 401(k)
  • BOOK near Cantata Health Solutions, LLC 401(k) Plan
  • BOOK ind #11933

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 Manufacturing retirement plans → · Plans in Ohio →

Trew, LLC. 401(k) Plan in the asset neighbourhood

Trew, LLC. 401(k) Plan$28MCantata Health Solutions, LLC 401(k) PlanCantata Health Solutions, LL…$28MKarmak, Inc. 401(k) Profit Sharing Plan and TrustKarmak, Inc. 401(k) Profit S…$28MVerico Technology LLC 401(k) PlanVerico Technology LLC 401(k)…$28MShawmut LLC 401(k) Savings PlanShawmut LLC 401(k) Savings P…$28M
End-of-year total assets ($M) among Trew, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$28M
Net Income$8M
Employer EIN831502676
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trew, LLC)

Sponsor-wide plan assets over time

All Trew, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 112.40927347511077% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.1M $27.8M ▲ +112.4%
Year Plans Participants Total Assets
2022 1 353 $13M
2023 1 295 $19M
2024 1 356 $28M

Nearby 401(k) Plans in Ohio

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

Trew, LLC. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Trew, LLC. 401(k) Plan, Total assets ($B): 0.027777211 · Participants: 356Trew, LLC. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Trew, LLC. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Trew, LLC. 401(k) Plan side-by-side with 3 peers →

Trew, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Cantata Health Solutions, LLC 401(k) Plan in TX ($28M); by covered participants it is Rubicon Global Holdings, LLC 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Trew, LLC. 401(k) Plan assets move in 2024? ▼
Trew, LLC. 401(k) Plan surged - up 42.6% during 2024, from $19M to $28M. Reported net income was $8M.
How have Trew, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trew, LLC's sponsor-wide assets grew 112.4%, from $13M to $28M.
Where does Trew, LLC. 401(k) Plan rank by assets among Form 5500 filers? ▼
Trew, LLC. 401(k) Plan ranks in the 76th 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 Trew, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cantata Health Solutions, LLC 401(k) Plan in TX ($28M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Trew, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rubicon Global Holdings, LLC 401(k) Plan in GA (356 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 831502676.

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.