401(k) · DOL Form 5500 · 2024

True Wind Capital Management LP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
23
Participants Small participant base
49th
Percentile by assets National rank
$311,216
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: True Wind Capital Management Retirement Plan · Sponsored by True Wind Capital Management LP · California · Management of Enterprises

$7M in assets, 23 participants

True Wind Capital Management LP's True Wind Capital Management Retirement Plan reported $7M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #378 in Management of Enterprises (1,133 peers)

True Wind Capital Management LP multi-year trail

True Wind Capital Management LP's plans moved +52.4% in assets from 2022 to 2024; this filing shows True Wind Capital Management Retirement Plan at $7M / 23 participants.

#378
in Management of Enterprises (1,133 peers)
+16.6%
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 2024 · DOL Form 5500

$7,157,960 49th percentile higher than 49% of 123,620 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 2024

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

Plan-year 2024 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 (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • True Wind Capital Management Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • True Wind Capital Management Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • True Wind Capital Management Retirement Plan reported participants fell from 26 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 465645470 · True Wind Capital Management LP PY 2024 · 401(k)

True Wind Capital Management Retirement Plan · $7M · 23 · 49th

  • IND $7M
  • IND 23
  • IND 49th
  • IND 401(k)
  • IND near Fairplay, Inc. 401(k) Plan
  • IND ind #378

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…$7MFairplay, Inc. 401(k) Plan$7MKrieghoff-Lenawee Company Employees 401(k) Profit Sharing PlanKrieghoff-Lenawee Company Em…$7MCommunity Alliance 401(k) PlanCommunity Alliance 401(k) Pl…$7MMgpi of Indiana 401(k) Union PlanMgpi of Indiana 401(k) Union…$7M
End-of-year total assets ($M) among True Wind Capital Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

True Wind Capital Management LP multi-year asset trail

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

True Wind Capital Management LP filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN465645470
Plan Effective Date2016-07-15
Filing StatusFILING RECEIVED

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. -50000050000100000150000 -200204060 Total assets ($B) Participants True Wind Capital Management Retirement Plan, Total assets ($B): 0.00715796 · Participants: 23True Wind Capital Management Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Fairplay, Inc. 401(k) Plan in IL ($7M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
True Wind Capital Management Retirement Plan grew sharply - up 16.6% during 2024, from $6M to $7M. 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 Fairplay, Inc. 401(k) Plan in IL ($7M, 386 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 Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.