401(k) · DOL Form 5500 · 2022

Henry Frerk Sons Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
25
Participants Small participant base
58th
Percentile by assets National rank
$290,109
Avg per participant High balance/head
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Official DOL plan name: Henry Frerk Sons Inc 401(k) Plan · Sponsored by Henry Frerk Sons Inc · Illinois · Retail Trade

$7M in assets, 25 participants

Henry Frerk Sons Inc's Henry Frerk Sons Inc 401(k) Plan reported $7M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,528 in Retail Trade (9,519 peers)

Henry Frerk Sons Inc multi-year trail

Henry Frerk Sons Inc's plans moved +64.2% in assets from 2022 to 2024; this filing shows Henry Frerk Sons Inc 401(k) Plan at $7M / 25 participants.

#6,528
in Retail Trade (9,519 peers)
-21.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Henry Frerk Sons Inc 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Henry Frerk Sons Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,252,729 Top 42% higher than 58% of 139,123 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 2022

Henry Frerk Sons Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Henry Frerk Sons Inc 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 361105905 · Henry Frerk Sons Inc PY 2022 · 401(k)

Henry Frerk Sons Inc 401(k) Plan · $7M · 25 · 58th

  • NET $7M
  • NET 25
  • NET 58th
  • NET 401(k)
  • NET near Wellbiz Brands, Inc. 401(k) Plan
  • NET ind #6528

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 Retail Trade retirement plans → · Plans in Illinois →

Henry Frerk Sons Inc 401(k) Plan in the asset neighbourhood

Henry Frerk Sons Inc 401(k) PlanHenry Frerk Sons Inc 401(k) …$7MWellbiz Brands, Inc. 401(k) PlanWellbiz Brands, Inc. 401(k) …$7MMetropolitan Cabinet Distributors, Inc 401(k) PlanMetropolitan Cabinet Distrib…$7MThe Jet Edge 401(k) Profit Sharing PlanThe Jet Edge 401(k) Profit S…$7MRegal Automotive Group 401(k) PlanRegal Automotive Group 401(k…$7M
End-of-year total assets ($M) among Henry Frerk Sons Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Henry Frerk Sons Inc multi-year asset trail

Sponsor-wide plan assets over time

All Henry Frerk Sons Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 64.18601880754127% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.25M $11.9M ▲ +64.3%
Year Plans Participants Total Assets
2022 1 25 $7M
2023 1 29 $10M
2024 1 35 $12M

Henry Frerk Sons Inc filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN361105905
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Henry Frerk Sons Inc 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Henry Frerk Sons Inc 401(k) Plan, Total assets ($B): 0.007252729 · Participants: 25Henry Frerk Sons Inc 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Henry Frerk Sons Inc 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Henry Frerk Sons Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Wellbiz Brands, Inc. 401(k) Plan in CO ($7M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Henry Frerk Sons Inc 401(k) Plan assets move in 2022?
Henry Frerk Sons Inc 401(k) Plan declined sharply - down 21.6% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Henry Frerk Sons Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Henry Frerk Sons Inc's sponsor-wide assets grew 64.2%, from $7M to $12M.
Which 401(k) plans are similar in size to Henry Frerk Sons Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Wellbiz Brands, Inc. 401(k) Plan in CO ($7M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Henry Frerk Sons Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M in assets).