401(k) · DOL Form 5500 · 2023

True Wind Capital Management LP 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
26
Participants Small participant base
48th
Percentile by assets National rank
$236,051
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

$6M in assets, 26 participants

True Wind Capital Management LP's True Wind Capital Management Retirement Plan reported $6M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #324 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, True Wind Capital Management Retirement Plan ranks #324 of 1,137 2023 filers by assets (5793% of the sector average)-$6M for 26 participants.

#324
in Management of Enterprises (1,137 peers)
+30.7%
assets growth YoY

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 2023 · DOL Form 5500

$6,137,324 48th percentile higher than 48% 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

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

Plan-year 2023 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 (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • True Wind Capital Management Retirement Plan reported net income rose from -$642K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • True Wind Capital Management Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • True Wind Capital Management Retirement Plan reported participants rose from 22 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 465645470 · True Wind Capital Management LP PY 2023 · 401(k)

True Wind Capital Management Retirement Plan · $6M · 26 · 48th

  • EOY $6M
  • 5500 26
  • ASSETS 48th
  • PCT 401(k)
  • EIN near 401(a) Profit-Sharing Plan for Employees of Near North Health Service Corporation
  • RANK ind #324

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…$6M401(a) Profit-Sharing Plan for Employees of Near North Health Service Corporation401(a) Profit-Sharing Plan f…$6MO'day Management, Inc. 401(k) Profit Sharing PlanO'day Management, Inc. 401(k…$6MVexos 401(k) Plan$6MStandfast Group, LLC 401(k) Profit Sharing PlanStandfast Group, LLC 401(k) …$6M
End-of-year total assets ($M) among True Wind Capital Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN465645470
Plan Effective Date2016-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (True Wind Capital Management LP)

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

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): 0.006137324 · Participants: 26True Wind Capital Management Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 401(a) Profit-Sharing Plan for Employees of Near North Health Service Corporation in IL ($6M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

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 True Wind Capital Management Retirement Plan assets move in 2023? ▼
True Wind Capital Management Retirement Plan surged - up 30.7% during 2023, from $5M to $6M. Reported net income was $1M.
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 401(a) Profit-Sharing Plan for Employees of Near North Health Service Corporation in IL ($6M, 224 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 Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.