401(k) · DOL Form 5500 · 2022

The Friedkin Group, Inc. 401(k) Plan

Data updated 2026-08-25

$307M
Total assets Above avg plan size
2,442
Participants Above avg headcount
97th
Percentile by assets National rank
$125,820
Avg per participant Near avg balance/head
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Official DOL plan name: Friedkin Savings and Investment Plan · Sponsored by The Friedkin Group, Inc. · Texas · Wholesale Trade

$307M in assets, 2,442 participants

The Friedkin Group, Inc.'s Friedkin Savings and Investment Plan reported $307M in total assets and 2,442 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,704 in Wholesale Trade (6,843 peers)

Coverage in Texas

Friedkin Savings and Investment Plan covers 2,442 participants in Texas, 3.6x the typical Texas plan (state average ~688 per filing). Assets: $307M.

#6,704
in Wholesale Trade (6,843 peers)
-17.6%
assets change YoY
3.1×
vs typical plan assets (national mean)

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Friedkin Savings and Investment Plan's outsized position by total assets

Friedkin Savings and Investment Plan vs every filed plan by assets

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

$307,251,305 Top 3% higher than 97% 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

Friedkin Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Friedkin Savings and Investment Plan lands in the large band (2,442 participants).

DOL schedule card

Filing strip 275549425 · The Friedkin Group, Inc. PY 2022 · 401(k)

Friedkin Savings and Investment Plan · $307M · 2,442 · 97th

  • SCH $307M
  • SCH 2,442
  • SCH 97th
  • SCH 401(k)
  • SCH near Commerzbank Aktiengesellschaft 401(k) Savings Plan
  • SCH ind #6704

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 Wholesale Trade retirement plans → · Plans in Texas →

Friedkin Savings and Investment Plan in the asset neighbourhood

Coca Cola Beverages Northeast, Inc. Incentive Savings PlanCoca Cola Beverages Northeas…$308MCommerzbank Aktiengesellschaft 401(k) Savings PlanCommerzbank Aktiengesellscha…$307MFriedkin Savings and Investment PlanFriedkin Savings and Investm…$307MIntrado Corporation Employee 401(k) PlanIntrado Corporation Employee…$307MTanner Advantage 401(k) Plan$307M
End-of-year total assets ($M) among Friedkin Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$373M
Net Assets (End of Year)$307M
Net Income-$66M
Employer EIN275549425
Plan Effective Date1970-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (The Friedkin Group, Inc.)

Sponsor-wide plan assets over time

All The Friedkin Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$411M 33.76794705558696% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $307M $411M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 2,442 $307M
2023 1 2,544 $360M
2024 1 2,625 $411M

Nearby 401(k) Plans in Texas

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

Friedkin Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Friedkin Savings and Investment Plan, Total assets ($B): 0.307251305 · Participants: 2442Friedkin Savings and Investment 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
Friedkin Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Friedkin Savings and Investment Plan side-by-side with 3 peers →

Friedkin Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Commerzbank Aktiengesellschaft 401(k) Savings Plan in NY ($307M); by covered participants it is Living Spaces Furniture, LLC 401(k) Plan in CA (2,442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($307M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,442 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 Friedkin Savings and Investment Plan assets move in 2022? ▼
Friedkin Savings and Investment Plan declined sharply - down 17.6% during 2022, from $373M to $307M. Reported net income was -$66M.
How have The Friedkin Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Friedkin Group, Inc.'s sponsor-wide assets grew 33.8%, from $307M to $411M.
Where does Friedkin Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Friedkin Savings and Investment Plan ranks in the 97th 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 Friedkin Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commerzbank Aktiengesellschaft 401(k) Savings Plan in NY ($307M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Friedkin Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Living Spaces Furniture, LLC 401(k) Plan in CA (2,442 participants, $31M 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 275549425.

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.