401(k) · DOL Form 5500 · 2023

Truegate Capital Inc. 401(k) Plan

Data updated 2026-08-25

$879K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$879,376
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Truegate Capital Inc. Retirement Plan · Sponsored by Truegate Capital Inc. · Florida · Finance & Insurance

$879K in assets, 1 participants

Truegate Capital Inc.'s Truegate Capital Inc. Retirement Plan reported $879K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,263 in Finance & Insurance (8,869 peers)

Truegate Capital Inc. multi-year trail

Truegate Capital Inc.'s plans moved +99.4% in assets from 2022 to 2024; this filing shows Truegate Capital Inc. Retirement Plan at $879K / 1 participant.

#1,263
in Finance & Insurance (8,869 peers)
+66.9%
assets growth YoY

Truegate Capital Inc. Retirement Plan among the smaller filed plans by assets

Truegate Capital Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$879,376 23rd percentile higher than 23% of 127,068 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 2023

Truegate Capital Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Truegate Capital Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truegate Capital Inc. Retirement Plan reported net income rose from -$455K in the plan year 2022 filing to $352K in the plan year 2023 filing.
  • Truegate Capital Inc. Retirement Plan end-of-year assets rose from $527K in the plan year 2022 filing to $879K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 455452679 · Truegate Capital Inc. PY 2023 · 401(k)

Truegate Capital Inc. Retirement Plan · $879K · 1 · 23rd

  • VS-ST $879K
  • BOY 1
  • SCH 23rd
  • EBSA 401(k)
  • PART near Coast Acquisition Corporation 401(k) Plan
  • TYPE ind #1263

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 Florida →

Truegate Capital Inc. Retirement Plan in the asset neighbourhood

Truegate Capital Inc. Retirement PlanTruegate Capital Inc. Retire…$879KCoast Acquisition Corporation 401(k) PlanCoast Acquisition Corporatio…$879KThe Starco Group Inc. 401(k) Profit Sharing PlanThe Starco Group Inc. 401(k)…$879KPolygon Investment Group Inc. 401(k) PlanPolygon Investment Group Inc…$879KAnderson Medical Group Retirement PlanAnderson Medical Group Retir…$880K
End-of-year total assets ($M) among Truegate Capital Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Truegate Capital Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Truegate Capital Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 99.39911784578244% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.53M $1.05M ▲ +98.1%
Year Plans Participants Total Assets
2022 1 1 $527K
2023 1 1 $879K
2024 1 1 $1M

Truegate Capital Inc. filing trail (2023)

Total Assets (Beginning of Year)$527K
Net Assets (End of Year)$879K
Net Income$352K
Employer EIN455452679
Plan Effective Date2012-06-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Truegate Capital Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Truegate Capital Inc. Retirement Plan, Total assets ($B): 0.000879376 · Participants: 1Truegate Capital Inc. Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Truegate Capital Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Truegate Capital Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Coast Acquisition Corporation 401(k) Plan in NY ($879K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Truegate Capital Inc. Retirement Plan assets move in 2023?
Truegate Capital Inc. Retirement Plan surged - up 66.9% during 2023, from $527K to $879K. Reported net income was $352K.
How have Truegate Capital Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Truegate Capital Inc.'s sponsor-wide assets grew 99.4%, from $527K to $1M.
Where does Truegate Capital Inc. Retirement Plan rank by assets among Form 5500 filers?
Truegate Capital Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Truegate Capital Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Coast Acquisition Corporation 401(k) Plan in NY ($879K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Truegate Capital Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).