401(k) · DOL Form 5500 · 2024

Truetb Advisory Services Company 401(k) Plan

Data updated 2026-08-25

$81K
Total assets Small plan by assets: N/A
Participants Small participant base: 5th
Percentile by assets National rank

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Official DOL plan name: Truetb Advisory Services Company 401(k) Plan · Sponsored by Truetb Advisory Services Company · Illinois · Professional & Technical Services

$81K in assets, N/A participants

Truetb Advisory Services Company's Truetb Advisory Services Company 401(k) Plan reported $81K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

#935 in Professional & Technical Services (20,173 peers)

Truetb Advisory Services Company multi-year trail

Truetb Advisory Services Company's plans moved +1471.9% in assets from 2023 to 2024; this filing shows Truetb Advisory Services Company 401(k) Plan at $81K / N/A participants.

#935
in Professional & Technical Services (20,173 peers): +1471.9%
assets growth YoY

Truetb Advisory Services Company 401(k) Plan among the smaller filed plans by assets

Truetb Advisory Services Company 401(k) Plan vs every filed plan by assets

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

$80,735 5th percentile higher than 5% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Truetb Advisory Services Company 401(k) Plan end-of-year assets rose from $5K in the plan year 2023 filing to $81K in the plan year 2024 filing.
Truetb Advisory Services Company 401(k) Plan reported net income rose from $5K in the plan year 2023 filing to $76K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 934801013 · Truetb Advisory Services Company PY 2024 · 401(k)

Truetb Advisory Services Company 401(k) Plan · $81K · N/A · 5th

BOOK $81K
BOOK N/A
BOOK 5th
BOOK 401(k)
BOOK near S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan
BOOK ind #935

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 Illinois →

End-of-year total assets ($M) among Truetb Advisory Services Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Truetb Advisory Services Company multi-year asset trail

Latest sponsor-wide plan assets: $81K 1471.9431464174456% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	N/A	$5K
2024	1	N/A	$81K

Truetb Advisory Services Company filing trail (2024)

Total Assets (Beginning of Year)	$5K
Net Assets (End of Year)	$81K
Net Income	$76K
Employer EIN	934801013
Plan Effective Date	2023-12-06
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Truetb Advisory Services Company 401(k) 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 Truetb Advisory Services Company 401(k) Plan side-by-side with 3 peers →

Truetb Advisory Services Company 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Illinois, the nearest 401(k) by end-of-year assets is S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan in NH at $81K (this filing: $81K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81K here).

S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan (NH) $81K · 1
The Lineup, a Retirement Savings Plan (IA) $81K · N/A
Suite Dog Inc. 401(k) Plan (OH) $81K · 6
Dt Home Management, Inc. 401(k) Profit Sharing Plan (CT) $81K · 2

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 Truetb Advisory Services Company 401(k) Plan assets move in 2024? ▼

Truetb Advisory Services Company 401(k) Plan surged - up 1471.9% during 2024, from $5K to $81K. Reported net income was $76K.

How have Truetb Advisory Services Company plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Truetb Advisory Services Company's sponsor-wide assets grew 1471.9%, from $5K to $81K.

Where does Truetb Advisory Services Company 401(k) Plan rank by assets among Form 5500 filers? ▼

Truetb Advisory Services Company 401(k) Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Truetb Advisory Services Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is S.P. O'neil & Co., Inc 401(k) Profit Sharing Plan in NH ($81K, 1 participant).

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 934801013.