401(k) · DOL Form 5500 · 2022

Truman Capital Advisors, LP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
17
Participants Small participant base
51st
Percentile by assets National rank
$296,944
Avg per participant High balance/head
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Official DOL plan name: Truman Capital Advisors 401(k) Plan · Sponsored by Truman Capital Advisors, LP · New York · Finance & Insurance

$5M in assets, 17 participants

Truman Capital Advisors, LP's Truman Capital Advisors 401(k) Plan reported $5M in total assets and 17 participants in its 2022 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.

  • #3,279 in Finance & Insurance (9,261 peers)

Truman Capital Advisors, LP multi-year trail

Truman Capital Advisors, LP's plans moved +46.1% in assets from 2022 to 2024; this filing shows Truman Capital Advisors 401(k) Plan at $5M / 17 participants.

#3,279
in Finance & Insurance (9,261 peers)
-15.1%
assets change YoY

The plan reported a net loss of $901K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Truman Capital Advisors 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Truman Capital Advisors 401(k) Plan vs every filed plan by assets

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

$5,048,056 Top 49% higher than 51% 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

Truman Capital Advisors 401(k) 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. Truman Capital Advisors 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

DOL schedule card

Filing strip 320251511 · Truman Capital Advisors, LP PY 2022 · 401(k)

Truman Capital Advisors 401(k) Plan · $5M · 17 · 51st

  • IND $5M
  • IND 17
  • IND 51st
  • IND 401(k)
  • IND near Point University Retirement Savings Plan
  • IND ind #3279

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 Finance & Insurance retirement plans → · Plans in New York →

Truman Capital Advisors 401(k) Plan in the asset neighbourhood

Truman Capital Advisors 401(k) PlanTruman Capital Advisors 401(…$5MPoint University Retirement Savings PlanPoint University Retirement …$5MContract Fabricators, Inc. Retirement PlanContract Fabricators, Inc. R…$5MHgs Digital LLC Retirement PlanHgs Digital LLC Retirement P…$5MDaly Computers, Inc. 401(k) Profit Sharing PlanDaly Computers, Inc. 401(k) …$5M
End-of-year total assets ($M) among Truman Capital Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Truman Capital Advisors, LP multi-year asset trail

Sponsor-wide plan assets over time

All Truman Capital Advisors, LP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 46.128371000638666% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.05M $7.38M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 17 $5M
2023 1 18 $6M
2024 1 18 $7M

Truman Capital Advisors, LP filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$901K
Employer EIN320251511
Plan Effective Date2004-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Truman Capital Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Truman Capital Advisors 401(k) Plan, Total assets ($B): 0.005048056 · Participants: 17Truman Capital Advisors 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Truman Capital Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Truman Capital Advisors 401(k) Plan side-by-side with 3 peers →

Truman Capital Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Point University Retirement Savings Plan in GA ($5M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Truman Capital Advisors 401(k) Plan assets move in 2022? ▼
Truman Capital Advisors 401(k) Plan declined sharply - down 15.1% during 2022, from $6M to $5M. Reported net income was -$901K.
How have Truman Capital Advisors, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truman Capital Advisors, LP's sponsor-wide assets grew 46.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Truman Capital Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Point University Retirement Savings Plan in GA ($5M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Truman Capital Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seed Enhancements, LLC 401(k) Plan in ID (17 participants, N/A 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 320251511.

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.