401(k) · DOL Form 5500 · 2022

True Link Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
88
Participants Small participant base
37th
Percentile by assets National rank
$27,494
Avg per participant Low balance/head
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Official DOL plan name: True Link Financial 401(k) Plan · Sponsored by True Link Financial, Inc. · California · Finance & Insurance

$2M in assets, 88 participants

True Link Financial, Inc.'s True Link Financial 401(k) Plan reported $2M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,306 in Finance & Insurance (9,261 peers)

True Link Financial, Inc. multi-year trail

True Link Financial, Inc.'s plans moved +23.8% in assets from 2022 to 2023; this filing shows True Link Financial 401(k) Plan at $2M / 88 participants.

#2,306
in Finance & Insurance (9,261 peers)
-14.7%
assets change YoY

The plan reported a net loss of $416K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

True Link Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

True Link Financial 401(k) Plan vs every filed plan by assets

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

$2,419,449 37th percentile higher than 37% 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 Link Financial 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. True Link Financial 401(k) Plan is a small filing (88 participants) on this national headcount ladder.

DOL schedule card

Filing strip 462080640 · True Link Financial, Inc. PY 2022 · 401(k)

True Link Financial 401(k) Plan · $2M · 88 · 37th

  • 5500 $2M
  • ASSETS 88
  • PCT 37th
  • EIN 401(k)
  • RANK near Hotel Management of New Orleans 401(k) Plan
  • PHOTO ind #2306

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 California →

True Link Financial 401(k) Plan in the asset neighbourhood

True Link Financial 401(k) PlanTrue Link Financial 401(k) P…$2MHotel Management of New Orleans 401(k) PlanHotel Management of New Orle…$2MGuilford Health Management Retirement PlanGuilford Health Management R…$2MMarquee Event Group 401(k) PlanMarquee Event Group 401(k) P…$2MVandervert Hospitality 401(k) Retirement PlanVandervert Hospitality 401(k…$2M
End-of-year total assets ($M) among True Link Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

True Link Financial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All True Link Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.835922972544576% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 20222023 $2.42M $3M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 88 $2M
2023 1 72 $3M

True Link Financial, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$416K
Employer EIN462080640
Plan Effective Date2018-01-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

True Link Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants True Link Financial 401(k) Plan, Total assets ($B): 0.002419449 · Participants: 88True Link Financial 401(k) 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 Link Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare True Link Financial 401(k) Plan side-by-side with 3 peers →

True Link Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hotel Management of New Orleans 401(k) Plan in LA ($2M); by covered participants it is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Link Financial 401(k) Plan assets move in 2022? ▼
True Link Financial 401(k) Plan pulled back noticeably - down 14.7% during 2022, from $3M to $2M. Reported net income was -$416K.
How have True Link Financial, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), True Link Financial, Inc.'s sponsor-wide assets grew 23.8%, from $2M to $3M.
Which 401(k) plans are similar in size to True Link Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hotel Management of New Orleans 401(k) Plan in LA ($2M, 102 participants).
Which 401(k) plans cover a similar participant headcount to True Link Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nebraska Orthopaedic and Sports Medicine P. C. 401(k) Profit Sharing Plan in NE (88 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 462080640.

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.