401(k) · DOL Form 5500 · 2022

Freeman Spogli Management Co., L.P. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
21
Participants Small participant base
73rd
Percentile by assets National rank
$718,488
Avg per participant High balance/head
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Official DOL plan name: Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan · Sponsored by Freeman Spogli Management Co., L.P. · California · Professional & Technical Services

$15M in assets, 21 participants

Freeman Spogli Management Co., L.P.'s Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan reported $15M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,569 in Professional & Technical Services (21,562 peers)

Freeman Spogli Management Co., L.P. multi-year trail

Freeman Spogli Management Co., L.P.'s plans moved +24.8% in assets from 2022 to 2023; this filing shows Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan at $15M / 21 participants.

#15,569
in Professional & Technical Services (21,562 peers)
-12.8%
assets change YoY

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.

Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan's outsized position by total assets

Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan vs every filed plan by assets

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

$15,088,253 Top 27% higher than 73% 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 Spogli & Co. Inc. Profit Sharing and Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan is a small filing (21 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 264764285 · Freeman Spogli Management Co., L.P. PY 2022 · 401(k)

Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan · $15M · 21 · 73rd

  • VS-ST $15M
  • VS-ST 21
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Keswick Multi-Care Center Defined Contribution Retirement Plan
  • VS-ST ind #15569

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 California →

Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan in the asset neighbourhood

Freeman Spogli & Co. Inc. Profit Sharing and Savings PlanFreeman Spogli & Co. Inc. Pr…$15MKeswick Multi-Care Center Defined Contribution Retirement PlanKeswick Multi-Care Center De…$15MThe Morgan Group Inc. Employees 401(k) PlanThe Morgan Group Inc. Employ…$15MPhoenix Services LLC 401(k) PlanPhoenix Services LLC 401(k) …$15MAtlantic Testing Laboratories, Limited 401(k) Retirement Savings PlanAtlantic Testing Laboratorie…$15M
End-of-year total assets ($M) among Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Freeman Spogli Management Co., L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Freeman Spogli Management Co., L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.77676731663091% vs 2022
2023 filing year
$24M$26M$28M$30M$32M$34M 20222023 $25.6M $32M ▲ +24.8%
Year Plans Participants Total Assets
2022 2 37 $26M
2023 3 68 $32M

Freeman Spogli Management Co., L.P. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN264764285
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.015088253 · Participants: 21Freeman Spogli & Co. Inc. Profit Sharing and Savings 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
Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan side-by-side with 3 peers →

Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Keswick Multi-Care Center Defined Contribution Retirement Plan in MD ($15M); by covered participants it is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Spogli & Co. Inc. Profit Sharing and Savings Plan assets move in 2022? ▼
Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan pulled back noticeably - down 12.8% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Freeman Spogli Management Co., L.P. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Freeman Spogli Management Co., L.P.'s sponsor-wide assets grew 24.8%, from $26M to $32M.
Which 401(k) plans are similar in size to Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keswick Multi-Care Center Defined Contribution Retirement Plan in MD ($15M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aj's Recycling Services, Inc. 401(k) Plan in MI (21 participants, N/A 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 264764285.

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.