401(k) · DOL Form 5500 · 2022

True Wind Capital Management LP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
22
Participants Small participant base
49th
Percentile by assets National rank
$213,488
Avg per participant Above avg balance/head
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Official DOL plan name: True Wind Capital Management Retirement Plan · Sponsored by True Wind Capital Management LP · California · Management of Enterprises

$5M in assets, 22 participants

True Wind Capital Management LP's True Wind Capital Management Retirement Plan reported $5M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #362 in Management of Enterprises (1,193 peers)

True Wind Capital Management LP multi-year trail

True Wind Capital Management LP's plans moved +52.4% in assets from 2022 to 2024; this filing shows True Wind Capital Management Retirement Plan at $5M / 22 participants.

#362
in Management of Enterprises (1,193 peers)
-12.0%
assets change YoY

The plan reported a net loss of $642K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

True Wind Capital Management Retirement Plan's mid-pack asset rank among Management of Enterprises and all filers

True Wind Capital Management Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,696,743 49th percentile higher than 49% of 139,123 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 2022

True Wind Capital Management Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. True Wind Capital Management Retirement Plan is a small filing (22 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 465645470 · True Wind Capital Management LP PY 2022 · 401(k)

True Wind Capital Management Retirement Plan · $5M · 22 · 49th

  • PART $5M
  • PART 22
  • PART 49th
  • PART 401(k)
  • PART near Westech International 401(k) Profit Sharing Plan
  • PART ind #362

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 Management of Enterprises retirement plans → · Plans in California →

True Wind Capital Management Retirement Plan in the asset neighbourhood

True Wind Capital Management Retirement PlanTrue Wind Capital Management…$5MWestech International 401(k) Profit Sharing PlanWestech International 401(k)…$5MFresh Encounter, Inc. Union 401(k) PlanFresh Encounter, Inc. Union …$5MChemical Containers, Inc. Retirement PlanChemical Containers, Inc. Re…$5MSweetgrass Pediatrics 401(k) PlanSweetgrass Pediatrics 401(k)…$5M
End-of-year total assets ($M) among True Wind Capital Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

True Wind Capital Management LP multi-year asset trail

Sponsor-wide plan assets over time

All True Wind Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 52.4026330586962% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.7M $7.16M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 22 $5M
2023 1 26 $6M
2024 1 23 $7M

True Wind Capital Management LP filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$642K
Employer EIN465645470
Plan Effective Date2016-07-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

True Wind Capital Management Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants True Wind Capital Management Retirement Plan, Total assets ($B): 0.004696743 · Participants: 22True Wind Capital Management Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
True Wind Capital Management Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare True Wind Capital Management Retirement Plan side-by-side with 3 peers →

True Wind Capital Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Westech International 401(k) Profit Sharing Plan in NM ($5M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did True Wind Capital Management Retirement Plan assets move in 2022? ▼
True Wind Capital Management Retirement Plan pulled back noticeably - down 12.0% during 2022, from $5M to $5M. Reported net income was -$642K.
How have True Wind Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True Wind Capital Management LP's sponsor-wide assets grew 52.4%, from $5M to $7M.
Which 401(k) plans are similar in size to True Wind Capital Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westech International 401(k) Profit Sharing Plan in NM ($5M, 229 participants).
Which 401(k) plans cover a similar participant headcount to True Wind Capital Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465645470.

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.