401(k) · DOL Form 5500 · 2024
Francisco Partners Management, LP 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 117
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $314,971
- Avg per participant High balance/head
Official DOL plan name: Francisco Partners 401(k) Plan · Sponsored by Francisco Partners Management, LP · California · Finance & Insurance
$37M in assets, 117 participants
Francisco Partners Management, LP's Francisco Partners 401(k) Plan reported $37M in total assets and 117 participants in its 2024 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.
- #5,924 in Finance & Insurance (8,549 peers)
Coverage in California
Francisco Partners 401(k) Plan covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $37M.
- #5,924
- in Finance & Insurance (8,549 peers)
- +17.3%
- assets growth YoY
- 0.4×
- 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 2024 · DOL Form 5500
$36,851,611 Top 20% higher than 80% 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
Francisco Partners 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 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 (117 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Francisco Partners 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Francisco Partners 401(k) Plan reported participants rose from 109 in the plan year 2023 filing to 117 in the plan year 2024 filing.
- Francisco Partners 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 943339666 · Francisco Partners Management, LP PY 2024 · 401(k)
Francisco Partners 401(k) Plan · $37M · 117 · 80th
- SCH $37M
- EBSA 117
- PART 80th
- TYPE 401(k)
- NET near Denali Universal Services 401(k) Retirement Plan
- BOOK ind #5924
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
California filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $5M |
| Employer EIN | 943339666 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING 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
| 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.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
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 Denali Universal Services 401(k) Retirement Plan in AK ($37M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Denali Universal Services 401(k) Retirement Plan (AK) $37M · 826
- Ws Employees' Incentive Savings Trust (TX) $37M · 72
- Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan (PA) $37M · 6,736
- The Doall Group Profit Sharing Plan (IL) $37M · 445
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Quality Beverage 401(k) Plan (MA) 117 · 0 off
- Skytap, Inc. Retirement Plan (WA) 117 · 0 off
- International Biomedical Employee's Profit Sharing Plan (TX) 117 · 0 off
- Williams-Keepers LLC 401(k) Plan (MO) 117 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.