401(k) · DOL Form 5500 · 2022

Freed Associates 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
51
Participants Small participant base
75th
Percentile by assets National rank
$339,181
Avg per participant High balance/head
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Official DOL plan name: Freed Associates Profit Sharing/401(k) Plan · Sponsored by Freed Associates · California · Professional & Technical Services

$17M in assets, 51 participants

Freed Associates's Freed Associates Profit Sharing/401(k) Plan reported $17M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,152 in Professional & Technical Services (21,562 peers)

Where Freed Associates Profit Sharing/401(k) Plan sits by assets

Freed Associates Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 51 participants (~$339,181/participant), down 11.6% in 2022.

#16,152
in Professional & Technical Services (21,562 peers)
-11.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Freed Associates Profit Sharing/401(k) Plan's outsized position by total assets

Freed Associates Profit Sharing/401(k) Plan vs every filed plan by assets

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

$17,298,218 Top 25% higher than 75% 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

Freed Associates Profit Sharing/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. Freed Associates Profit Sharing/401(k) Plan is a small filing (51 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 680388917 · Freed Associates PY 2022 · 401(k)

Freed Associates Profit Sharing/401(k) Plan · $17M · 51 · 75th

  • ASSETS $17M
  • PCT 51
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Charleston Gastro Specialists, P.a. Profit Sharing 401(k) Plan
  • IND ind #16152

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 Professional & Technical Services retirement plans → · Plans in California →

Freed Associates Profit Sharing/401(k) Plan in the asset neighbourhood

Freed Associates Profit Sharing/401(k) PlanFreed Associates Profit Shar…$17MCharleston Gastro Specialists, P.a. Profit Sharing 401(k) PlanCharleston Gastro Specialist…$17MManitowoc Tool & Machining, LLC 401(k) Profit Sharing PlanManitowoc Tool & Machining, …$17MStaff Electric Co, Inc. Employees' Profit Sharing Retirement Plan and TrustStaff Electric Co, Inc. Empl…$17MHudson Scenic Studio, Inc. Tpu Local #1 Savings PlanHudson Scenic Studio, Inc. T…$17M
End-of-year total assets ($M) among Freed Associates Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN680388917
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freed Associates)

Sponsor-wide plan assets over time

All Freed Associates plans reported in each filing year

Latest sponsor-wide plan assets
$28M 60.92048903534456% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.3M $27.8M ▲ +60.9%
Year Plans Participants Total Assets
2022 1 51 $17M
2023 1 56 $22M
2024 1 62 $28M

Nearby 401(k) Plans in California

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

Freed Associates Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Freed Associates Profit Sharing/401(k) Plan, Total assets ($B): 0.017298218 · Participants: 51Freed Associates Profit Sharing/401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Freed Associates Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Freed Associates Profit Sharing/401(k) Plan side-by-side with 3 peers →

Freed Associates Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Charleston Gastro Specialists, P.a. Profit Sharing 401(k) Plan in SC ($17M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Freed Associates Profit Sharing/401(k) Plan assets move in 2022? ▼
Freed Associates Profit Sharing/401(k) Plan pulled back noticeably - down 11.6% during 2022, from $20M to $17M. Reported net income was -$2M.
How have Freed Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freed Associates's sponsor-wide assets grew 60.9%, from $17M to $28M.
Where does Freed Associates Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Freed Associates Profit Sharing/401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Freed Associates Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charleston Gastro Specialists, P.a. Profit Sharing 401(k) Plan in SC ($17M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Freed Associates Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680388917.

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.