401(k) · DOL Form 5500 · 2024
Truenorth Wellness Services 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 217
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $36,122
- Avg per participant Low balance/head
Official DOL plan name: Truenorth Wellness Services Retirement Savings Plan · Sponsored by Truenorth Wellness Services · Pennsylvania · Healthcare & Social Assistance
$8M in assets, 217 participants
Truenorth Wellness Services's Truenorth Wellness Services Retirement Savings Plan reported $8M in total assets and 217 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,375 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Truenorth Wellness Services Retirement Savings Plan covers 217 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.
- #9,375
- in Healthcare & Social Assistance (16,916 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $200K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Truenorth Wellness Services Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Truenorth Wellness Services Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,838,525 Top 49% higher than 51% 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
Truenorth Wellness Services Retirement Savings 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. Truenorth Wellness Services Retirement Savings Plan sits mid-pack in the medium band (217 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Truenorth Wellness Services Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$200K in the plan year 2024 filing.
- Truenorth Wellness Services Retirement Savings Plan reported participants fell from 231 in the plan year 2023 filing to 217 in the plan year 2024 filing.
- Truenorth Wellness Services Retirement Savings Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 232007907 · Truenorth Wellness Services PY 2024 · 401(k)
Truenorth Wellness Services Retirement Savings Plan · $8M · 217 · 51st
- EBSA $8M
- EBSA 217
- EBSA 51st
- EBSA 401(k)
- EBSA near Sobel Westex, Inc. Profit Sharing 401(k) Plan
- EBSA ind #9375
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Truenorth Wellness Services Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$200K |
| Employer EIN | 232007907 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Truenorth Wellness Services)
Sponsor-wide plan assets over time
All Truenorth Wellness Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 12.670419125147925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $7M |
| 2023 | 1 | 231 | $8M |
| 2024 | 1 | 217 | $8M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Truenorth Wellness Services Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Sobel Westex, Inc. Profit Sharing 401(k) Plan in NV ($8M); by covered participants it is Bell Pump Service Company, Inc. 401(k) Profit Sharing Plan in CT (217 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Sobel Westex, Inc. Profit Sharing 401(k) Plan (NV) $8M · 133
- Avvale, Inc. 401(k) Profit Sharing Plan (IL) $8M · 108
- Newcold 401(k) Plan (WA) $8M · 437
- Raise Marketplace, LLC 401 (K) Plan (IL) $8M · 67
Similar participant headcount
Nearest other-state filings by covered participants (217 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.