401(k) · DOL Form 5500 · 2024

Truman Capital Advisors, LP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 18
Participants Small participant base: 49th
Percentile by assets National rank: $409,813
Avg per participant High balance/head

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Official DOL plan name: Truman Capital Advisors 401(k) Plan · Sponsored by Truman Capital Advisors, LP · New York · Finance & Insurance

$7M in assets, 18 participants

Truman Capital Advisors, LP's Truman Capital Advisors 401(k) Plan reported $7M in total assets and 18 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.

#2,915 in Finance & Insurance (8,549 peers)

Truman Capital Advisors, LP multi-year trail

Truman Capital Advisors, LP's plans moved +46.1% in assets from 2022 to 2024; this filing shows Truman Capital Advisors 401(k) Plan at $7M / 18 participants.

#2,915
in Finance & Insurance (8,549 peers): +21.5%
assets growth YoY

Truman Capital Advisors 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Truman Capital Advisors 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,376,642 49th percentile higher than 49% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Truman Capital Advisors 401(k) 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. Truman Capital Advisors 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Truman Capital Advisors 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Truman Capital Advisors 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 320251511 · Truman Capital Advisors, LP PY 2024 · 401(k)

Truman Capital Advisors 401(k) Plan · $7M · 18 · 49th

BOY $7M
SCH 18
EBSA 49th
PART 401(k)
TYPE near Oh/Nfm Group Retirement Plan
NET ind #2915

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 New York →

End-of-year total assets ($M) among Truman Capital Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Truman Capital Advisors, LP multi-year asset trail

Latest sponsor-wide plan assets: $7M 46.128371000638666% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	17	$5M
2023	1	18	$6M
2024	1	18	$7M

Truman Capital Advisors, LP filing trail (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	320251511
Plan Effective Date	2004-02-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Truman Capital Advisors 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Truman Capital Advisors 401(k) Plan side-by-side with 3 peers →

Truman Capital Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Oh/Nfm Group Retirement Plan in OH ($7M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Oh/Nfm Group Retirement Plan (OH) $7M · 160
Goree Architects Inc. 401(k) Plan (TX) $7M · 182
Lasalle Southwest 401(k) Plan (LA) $7M · 1,795
Masa Global 401(k) Plan (FL) $7M · 208

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

Zimmm, Inc. 401(k) Plan (TN) 18 · 0 off
The Commercial Bank of Ozark 401(k) Profit Sharing Retirement Plan (AL) 18 · 0 off
Milbank Mills 401(k) Profit Sharing Plan & Trust (MO) 18 · 0 off
Schroeder Publishing Company, Inc. 401(k) Profit Sharing Plan (KY) 18 · 0 off

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 Truman Capital Advisors 401(k) Plan assets move in 2024? ▼

Truman Capital Advisors 401(k) Plan grew sharply - up 21.5% during 2024, from $6M to $7M. Reported net income was $1M.

How have Truman Capital Advisors, LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Truman Capital Advisors, LP's sponsor-wide assets grew 46.1%, from $5M to $7M.

Which 401(k) plans are similar in size to Truman Capital Advisors 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Oh/Nfm Group Retirement Plan in OH ($7M, 160 participants).

Which 401(k) plans cover a similar participant headcount to Truman Capital Advisors 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (18 participants, N/A 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 320251511.