401(k) · DOL Form 5500 · 2023

Francisco Partners Management, LP 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
109
Participants Small participant base
80th
Percentile by assets National rank
$288,267
Avg per participant High balance/head
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Official DOL plan name: Francisco Partners 401(k) Plan · Sponsored by Francisco Partners Management, LP · California · Finance & Insurance

$31M in assets, 109 participants

Francisco Partners Management, LP's Francisco Partners 401(k) Plan reported $31M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,143 in Finance & Insurance (8,869 peers)

Coverage in California

Francisco Partners 401(k) Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $31M.

#6,143
in Finance & Insurance (8,869 peers)
+21.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Francisco Partners 401(k) Plan's outsized position by total assets

Francisco Partners 401(k) Plan vs every filed plan by assets

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

$31,421,080 Top 20% higher than 80% 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

Francisco Partners 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Francisco Partners 401(k) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Francisco Partners 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Francisco Partners 401(k) Plan reported participants rose from 87 in the plan year 2022 filing to 109 in the plan year 2023 filing.
  • Francisco Partners 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943339666 · Francisco Partners Management, LP PY 2023 · 401(k)

Francisco Partners 401(k) Plan · $31M · 109 · 80th

  • IND $31M
  • IND 109
  • IND 80th
  • IND 401(k)
  • IND near Indegene 401(k) Plan
  • IND ind #6143

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 →

Francisco Partners 401(k) Plan in the asset neighbourhood

Goodville Mutual Casualty Company Profit Sharing & Saving PlanGoodville Mutual Casualty Co…$31MFrancisco Partners 401(k) PlanFrancisco Partners 401(k) Pl…$31MIndegene 401(k) Plan$31MGreer, Herz & Adams LLP Retirement PlanGreer, Herz & Adams LLP Reti…$31MTri-State Orthopaedics and Sports Medicine Inc. 401(k) Profit Sharing PlanTri-State Orthopaedics and S…$31M
End-of-year total assets ($M) among Francisco Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN943339666
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Francisco Partners Management, LP)

Sponsor-wide plan assets over time

All Francisco Partners Management, LP plans reported in each filing year

Latest sponsor-wide plan assets
$37M 42.50245018094313% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.9M $36.9M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 87 $26M
2023 1 109 $31M
2024 1 117 $37M

Nearby 401(k) Plans in California

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

Francisco Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Francisco Partners 401(k) Plan, Total assets ($B): 0.03142108 · Participants: 109Francisco Partners 401(k) 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
Francisco Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Francisco Partners 401(k) Plan side-by-side with 3 peers →

Francisco Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Indegene 401(k) Plan in NJ ($31M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); 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 Francisco Partners 401(k) Plan assets move in 2023? ▼
Francisco Partners 401(k) Plan grew sharply - up 21.5% during 2023, from $26M to $31M. Reported net income was $6M.
How have Francisco Partners Management, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francisco Partners Management, LP's sponsor-wide assets grew 42.5%, from $26M to $37M.
Where does Francisco Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Francisco Partners 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Francisco Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indegene 401(k) Plan in NJ ($31M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Francisco Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 943339666.

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.