Money Purchase · DOL Form 5500 · 2022

Freeman & Bass, P.a. Money Purchase Plan

Data updated 2026-08-11

$7M
Total assets
12
Participants
59th
Percentile by assets
$615,402
Avg per participant
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Official DOL plan name: Freeman & Bass, P.a. Employees' Retirement Plan & Trust · Sponsored by Freeman & Bass, P.a. · New Jersey · Professional & Technical Services

$7M in assets, 12 participants

Freeman & Bass, P.a.'s Freeman & Bass, P.a. Employees' Retirement Plan & Trust reported $7M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • 59th percentile by assets (of 139,126 plans)
  • #12,234 in Professional & Technical Services (21,562 peers)

Freeman & Bass, P.a. multi-year trail

Freeman & Bass, P.a.'s plans moved -54.1% in assets from 2022 to 2024; this filing shows Freeman & Bass, P.a. Employees' Retirement Plan & Trust at $7M / 12 participants.

$7M
total plan assets (2022 EOY)
12
covered participants
59th
percentile by assets (of 139,126 plans)
$615,402
avg assets per participant

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.

Where Freeman & Bass, P.a. Employees' Retirement Plan & Trust sits by total assets

Freeman & Bass, P.a. Employees' Retirement Plan & Trust vs every filed plan by assets

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

$7,384,822 Top 41% higher than 59% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New Jersey
Industry
Professional & Technical Services

Freeman & Bass, P.a. across 3 plan years on file

Across the 3 plan years Freeman & Bass, P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $3M, a decline of 54.1%, while reported participants moved from 12 to 9 (-25.0%). Peak year by sponsor assets: 2022 ($7M); trough: 2024 ($3M).

Freeman & Bass, P.a. multi-year asset trail

$2M$4M$6M$8M 202220232024 $7.38M $3.39M ▼ -54.1%
Total plan assets by year, all Freeman & Bass, P.a. plans on file
Year Plans Participants Total Assets
2022 1 12 $7M
2023 1 11 $4M
2024 1 9 $3M

Freeman & Bass, P.a. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN221901288
Plan Effective Date1980-02-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Freeman & Bass, P.a. Employees' Retirement Plan & Trust vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20002004006008001000 Total assets ($M) Participants Freeman & Bass, P.a.…, Total assets ($M): 7.384822 · Participants: 12Freeman & Bass, P.a.…Local 68 Engineers U…, Total assets ($M): 871.227492 · Participants: 5455Local 68 Engineers U…Nysa-Ila Money Purch…, Total assets ($M): 658.631098 · Participants: 4255Nysa-Ila Money Purch…Educational Testing …, Total assets ($M): 524.999965 · Participants: 3282Educational Testing …Ironworkers Local 11…, Total assets ($M): 383.856684 · Participants: 1139Ironworkers Local 11…Plumbers & Pipefitte…, Total assets ($M): 257.331519 · Participants: 1957Plumbers & Pipefitte…
Freeman & Bass, P.a. Employees' Retirement Plan & Trust vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Freeman & Bass, P.a. Employees' Retireme… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Freeman & Bass, P.a. Employees' Retirement Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did Freeman & Bass, P.a. Employees' Retirement Plan & Trust assets move in 2022? ▼
Freeman & Bass, P.a. Employees' Retirement Plan & Trust declined sharply - down 18.3% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Freeman & Bass, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freeman & Bass, P.a.'s sponsor-wide assets declined 54.1%, from $7M to $3M.
Which Money Purchase plans are similar in size to Freeman & Bass, P.a. Employees' Retirement Plan & Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Association Anesthesiologists Money Purchase Plan in TX ($7M, 7 participants).

Next read for Freeman & Bass, P.a. Employees' Retireme…

Multi-year trail

Ways to act on Freeman & Bass, P.a. Employees' Retirement Plan & Trust's numbers.

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 221901288.

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.