401(k) · DOL Form 5500 · 2022

Freese and Nichols, Inc. 401(k) Plan

Data updated 2026-08-25

$195M
Total assets Near avg plan size
969
Participants Near avg headcount
96th
Percentile by assets National rank
$201,580
Avg per participant Above avg balance/head
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Official DOL plan name: The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. · Sponsored by Freese and Nichols, Inc. · Texas · Professional & Technical Services

$195M in assets, 969 participants

Freese and Nichols, Inc.'s The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. reported $195M in total assets and 969 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,829 in Professional & Technical Services (21,562 peers)

Where The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. sits by assets

The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. sits in the top 5% of all filed plans by assets, $195M for 969 participants (~$201,580/participant), down 18.5% in 2022.

#20,829
in Professional & Technical Services (21,562 peers)
-18.5%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.'s outsized position by total assets

The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. vs every filed plan by assets

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

$195,331,187 Top 4% higher than 96% 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

The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. 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. The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. sits mid-pack in the medium band (969 participants).

Plan-year Form 5500 strip

Filing strip 751531935 · Freese and Nichols, Inc. PY 2022 · 401(k)

The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. · $195M · 969 · 96th

  • EIN $195M
  • EIN 969
  • EIN 96th
  • EIN 401(k)
  • EIN near The Ethan Allen Retirement Savings Plan
  • EIN ind #20829

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 Texas →

The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. in the asset neighbourhood

The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.The Retirement Plan and Trus…$195MThe Ethan Allen Retirement Savings PlanThe Ethan Allen Retirement S…$195MNew Enterprise Stone & Lime Co., Inc. 401(k) Savings and Retirement PlanNew Enterprise Stone & Lime …$195MNewmark 401(k) Plan$195MAfscme Employees Salary Savings PlanAfscme Employees Salary Savi…$195M
End-of-year total assets ($M) among The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$240M
Net Assets (End of Year)$195M
Net Income-$44M
Employer EIN751531935
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freese and Nichols, Inc.)

Sponsor-wide plan assets over time

All Freese and Nichols, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$275M 40.56737032985931% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $195M $275M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 969 $195M
2023 1 1,036 $241M
2024 1 1,139 $275M

Nearby 401(k) Plans in Texas

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

The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc., Total assets ($B): 0.195331187 · Participants: 969The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.AT&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
The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. side-by-side with 3 peers →

The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Ethan Allen Retirement Savings Plan in CT ($195M); by covered participants it is Eastman Credit Union 401(k) Investment Plan in TN (969 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($195M here).

Similar participant headcount

Nearest other-state filings by covered participants (969 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 The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. assets move in 2022? ▼
The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. declined sharply - down 18.5% during 2022, from $240M to $195M. Reported net income was -$44M.
How have Freese and Nichols, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freese and Nichols, Inc.'s sponsor-wide assets grew 40.6%, from $195M to $275M.
Where does The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. rank by assets among Form 5500 filers? ▼
The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is The Ethan Allen Retirement Savings Plan in CT ($195M, 2,241 participants).
Which 401(k) plans cover a similar participant headcount to The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Eastman Credit Union 401(k) Investment Plan in TN (969 participants, $102M 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 751531935.

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.