401(k) · DOL Form 5500 · 2022

Fremont Group Management, LLC. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
159
Participants Small participant base
91st
Percentile by assets National rank
$488,114
Avg per participant High balance/head
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Official DOL plan name: Fremont Group Retirement Plan · Sponsored by Fremont Group Management, LLC. · California · Finance & Insurance

$78M in assets, 159 participants

Fremont Group Management, LLC.'s Fremont Group Retirement Plan reported $78M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,951 in Finance & Insurance (9,261 peers)

Coverage in California

Fremont Group Retirement Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $78M.

#7,951
in Finance & Insurance (9,261 peers)
-17.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fremont Group Retirement Plan's outsized position by total assets

Fremont Group Retirement Plan vs every filed plan by assets

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

$77,610,080 Top 9% higher than 91% 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

Fremont Group Retirement 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. Fremont Group Retirement Plan sits mid-pack in the medium band (159 participants).

Published 5500 schedule card

Filing strip 943342356 · Fremont Group Management, LLC. PY 2022 · 401(k)

Fremont Group Retirement Plan · $78M · 159 · 91st

  • EIN $78M
  • EIN 159
  • EIN 91st
  • EIN 401(k)
  • EIN near Pediatric Associates Employee Savings & Retirement Plan
  • EIN ind #7951

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 Finance & Insurance retirement plans → · Plans in California →

Fremont Group Retirement Plan in the asset neighbourhood

Brevard Physician Associates, 401(k) Profit Sharing PlanBrevard Physician Associates…$78MGreensfelder, Hemker & Gale, P.C. Profit-Sharing and 401(k) PlanGreensfelder, Hemker & Gale,…$78MFremont Group Retirement Plan$78MPediatric Associates Employee Savings & Retirement PlanPediatric Associates Employe…$78MSheehan Phinney Bass & Green PA Profit Sharing Plan and TrustSheehan Phinney Bass & Green…$78M
End-of-year total assets ($M) among Fremont Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$78M
Net Income-$16M
Employer EIN943342356
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fremont Group Management, LLC.)

Sponsor-wide plan assets over time

All Fremont Group Management, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 32.39499688700231% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.6M $103M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 159 $78M
2023 1 165 $90M
2024 1 171 $103M

Nearby 401(k) Plans in California

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

Fremont Group Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fremont Group Retirement Plan, Total assets ($B): 0.07761008 · Participants: 159Fremont Group Retirement 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
Fremont Group Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Fremont Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pediatric Associates Employee Savings & Retirement Plan in FL ($78M); by covered participants it is Plymouth Foam 401(k) Retirement Savings Plan & Trust in WI (159 participants). Same-state nearby plans are listed separately above.

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 Fremont Group Retirement Plan assets move in 2022?
Fremont Group Retirement Plan declined sharply - down 17.3% during 2022, from $94M to $78M. Reported net income was -$16M.
How have Fremont Group Management, LLC. plan assets changed over time?
Across 3 plan years on file (2022-2024), Fremont Group Management, LLC.'s sponsor-wide assets grew 32.4%, from $78M to $103M.
Where does Fremont Group Retirement Plan rank by assets among Form 5500 filers?
Fremont Group Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fremont Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Pediatric Associates Employee Savings & Retirement Plan in FL ($78M, 1,551 participants).
Which 401(k) plans cover a similar participant headcount to Fremont Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Plymouth Foam 401(k) Retirement Savings Plan & Trust in WI (159 participants, N/A in assets).