401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$11M
Total assets Small plan by assets
16
Participants Small participant base
66th
Percentile by assets National rank
$658,508
Avg per participant High balance/head
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Official DOL plan name: Hlr, Inc. Profit Sharing and Savings Plan · Sponsored by Freeman Spogli Management Co., L.P. · California · Professional & Technical Services

$11M in assets, 16 participants

Freeman Spogli Management Co., L.P.'s Hlr, Inc. Profit Sharing and Savings Plan reported $11M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,979 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 Hlr, Inc. Profit Sharing and Savings Plan at $11M / 16 participants.

#13,979
in Professional & Technical Services (21,562 peers)
-12.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hlr, Inc. Profit Sharing and Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hlr, Inc. Profit Sharing and Savings Plan vs every filed plan by assets

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

$10,536,131 Top 34% higher than 66% 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

Hlr, 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. Hlr, Inc. Profit Sharing and Savings Plan is a small filing (16 participants) on this national headcount ladder.

Form 5500 schedule snapshot

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

Hlr, Inc. Profit Sharing and Savings Plan · $11M · 16 · 66th

  • 5500 $11M
  • 5500 16
  • 5500 66th
  • 5500 401(k)
  • 5500 near United Steel, Inc. 401(k) Retirement Plan
  • 5500 ind #13979

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 →

Hlr, Inc. Profit Sharing and Savings Plan in the asset neighbourhood

Hlr, Inc. Profit Sharing and Savings PlanHlr, Inc. Profit Sharing and…$11MUnited Steel, Inc. 401(k) Retirement PlanUnited Steel, Inc. 401(k) Re…$11MNational Carriers, Inc. Profit Sharing and Savings PlanNational Carriers, Inc. Prof…$11MIntelepeer Cloud Communications, LLC 401(k) PlanIntelepeer Cloud Communicati…$11MDecimet Sales, Inc. Retirement PlanDecimet Sales, Inc. Retireme…$11M
End-of-year total assets ($M) among Hlr, 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)$12M
Net Assets (End of Year)$11M
Net Income-$1M
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.

Hlr, 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 ($B) Participants Hlr, Inc. Profit Sharing and Savings Plan, Total assets ($B): 0.010536131 · Participants: 16Hlr, 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
Hlr, Inc. Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hlr, Inc. Profit Sharing and Savings Plan side-by-side with 3 peers →

Hlr, 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 United Steel, Inc. 401(k) Retirement Plan in CT ($11M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Hlr, Inc. Profit Sharing and Savings Plan assets move in 2022? ▼
Hlr, Inc. Profit Sharing and Savings Plan pulled back noticeably - down 12.3% during 2022, from $12M to $11M. Reported net income was -$1M.
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 Hlr, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Steel, Inc. 401(k) Retirement Plan in CT ($11M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Hlr, Inc. Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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.