401(k) · DOL Form 5500 · 2022

Freeman Investment Company, L.P. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
673
Participants Below avg headcount
77th
Percentile by assets National rank
$30,091
Avg per participant Low balance/head
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Official DOL plan name: Freeman Investment Company, L.P. 401(k) Plan · Sponsored by Freeman Investment Company, L.P. · Texas · Retail Trade

$20M in assets, 673 participants

Freeman Investment Company, L.P.'s Freeman Investment Company, L.P. 401(k) Plan reported $20M in total assets and 673 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #8,245 in Retail Trade (9,519 peers)

Where Freeman Investment Company, L.P. 401(k) Plan sits by assets

Freeman Investment Company, L.P. 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 673 participants (~$30,091/participant), down 13.7% in 2022.

#8,245
in Retail Trade (9,519 peers)
-13.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Freeman Investment Company, L.P. 401(k) Plan's outsized position by total assets

Freeman Investment Company, L.P. 401(k) Plan vs every filed plan by assets

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

$20,251,496 Top 23% higher than 77% 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

Freeman Investment Company, L.P. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freeman Investment Company, L.P. 401(k) Plan sits mid-pack in the medium band (673 participants).

Plan-year Form 5500 strip

Filing strip 750770315 · Freeman Investment Company, L.P. PY 2022 · 401(k)

Freeman Investment Company, L.P. 401(k) Plan · $20M · 673 · 77th

  • BOY $20M
  • SCH 673
  • EBSA 77th
  • PART 401(k)
  • TYPE near Crisis Prevention Institute, Inc. Retirement Plan Group Trust
  • NET ind #8245

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 Texas →

Freeman Investment Company, L.P. 401(k) Plan in the asset neighbourhood

Freeman Investment Company, L.P. 401(k) PlanFreeman Investment Company, …$20MCrisis Prevention Institute, Inc. Retirement Plan Group TrustCrisis Prevention Institute,…$20MTcg 401(k) Plan$20MAer Lingus 401(k) Plan$20MSapp Bros., Inc. Retirement PlanSapp Bros., Inc. Retirement …$20M
End-of-year total assets ($M) among Freeman Investment Company, L.P. 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)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN750770315
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freeman Investment Company, L.P.)

Sponsor-wide plan assets over time

All Freeman Investment Company, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 15.59674406275961% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.3M $23.4M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 673 $20M
2023 1 669 $25M
2024 1 728 $23M

Nearby 401(k) Plans in Texas

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

Freeman Investment Company, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Freeman Investment Company, L.P. 401(k) Plan, Total assets ($B): 0.020251496 · Participants: 673Freeman Investment Company, L.P. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Freeman Investment Company, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Freeman Investment Company, L.P. 401(k) Plan side-by-side with 3 peers →

Freeman Investment Company, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Crisis Prevention Institute, Inc. Retirement Plan Group Trust in WI ($20M); by covered participants it is Pinterest 401(k) Plan in CA (673 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (673 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 Freeman Investment Company, L.P. 401(k) Plan assets move in 2022? ▼
Freeman Investment Company, L.P. 401(k) Plan pulled back noticeably - down 13.7% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Freeman Investment Company, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freeman Investment Company, L.P.'s sponsor-wide assets grew 15.6%, from $20M to $23M.
Where does Freeman Investment Company, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Freeman Investment Company, L.P. 401(k) Plan ranks in the 77th 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 Freeman Investment Company, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crisis Prevention Institute, Inc. Retirement Plan Group Trust in WI ($20M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Freeman Investment Company, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinterest 401(k) Plan in CA (673 participants, $25M 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 750770315.

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.