401(k) · DOL Form 5500 · 2024

True Capital Partners, LLC 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
529
Participants Below avg headcount
84th
Percentile by assets National rank
$92,943
Avg per participant Below avg balance/head
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Official DOL plan name: True Capital Partners 401(k) Plan · Sponsored by True Capital Partners, LLC · Pennsylvania · Manufacturing

$49M in assets, 529 participants

True Capital Partners, LLC's True Capital Partners 401(k) Plan reported $49M in total assets and 529 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,717 in Manufacturing (17,777 peers)

Where True Capital Partners 401(k) Plan sits by assets

True Capital Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 529 participants (~$92,943/participant), up 28.2% in 2024.

#13,717
in Manufacturing (17,777 peers)
+28.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$49,166,786 Top 16% higher than 84% 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 Capital 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. True Capital Partners 401(k) Plan sits mid-pack in the medium band (529 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • True Capital Partners 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • True Capital Partners 401(k) Plan reported participants fell from 640 in the plan year 2023 filing to 529 in the plan year 2024 filing.
  • True Capital Partners 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 454747947 · True Capital Partners, LLC PY 2024 · 401(k)

True Capital Partners 401(k) Plan · $49M · 529 · 84th

  • IND $49M
  • IND 529
  • IND 84th
  • IND 401(k)
  • IND near Shoptikal 401(k) Plan
  • IND ind #13717

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 Manufacturing retirement plans → · Plans in Pennsylvania →

True Capital Partners 401(k) Plan in the asset neighbourhood

True Capital Partners 401(k) PlanTrue Capital Partners 401(k)…$49MShoptikal 401(k) Plan$49MU.S. Green Building Council 401(k) PlanU.S. Green Building Council …$49MPrimary Health Medical Group 401(k) PlanPrimary Health Medical Group…$49MIa American Warranty, LP 401(k) PlanIa American Warranty, LP 401…$49M
End-of-year total assets ($M) among True Capital Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$49M
Net Income$11M
Employer EIN454747947
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (True Capital Partners, LLC)

Sponsor-wide plan assets over time

All True Capital Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 80.29971607447521% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.3M $49.2M ▲ +80.3%
Year Plans Participants Total Assets
2022 1 490 $27M
2023 1 640 $38M
2024 1 529 $49M

Nearby 401(k) Plans in Pennsylvania

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

True Capital Partners 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants True Capital Partners 401(k) Plan, Total assets ($B): 0.049166786 · Participants: 529True Capital Partners 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
True Capital Partners 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare True Capital Partners 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Shoptikal 401(k) Plan in WI ($49M); by covered participants it is Your 401(k) Retirement Plan in OR (529 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (529 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 Capital Partners 401(k) Plan assets move in 2024? ▼
True Capital Partners 401(k) Plan grew sharply - up 28.2% during 2024, from $38M to $49M. Reported net income was $11M.
How have True Capital Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), True Capital Partners, LLC's sponsor-wide assets grew 80.3%, from $27M to $49M.
Where does True Capital Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
True Capital Partners 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to True Capital Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shoptikal 401(k) Plan in WI ($49M, 917 participants).
Which 401(k) plans cover a similar participant headcount to True Capital Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Your 401(k) Retirement Plan in OR (529 participants, $19M 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 454747947.

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.