401(k) · DOL Form 5500 · 2022

Freeman, Freeman & Smiley, LLP 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
91
Participants Small participant base
88th
Percentile by assets National rank
$544,385
Avg per participant High balance/head
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Official DOL plan name: Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan · Sponsored by Freeman, Freeman & Smiley, LLP · California · Professional & Technical Services

$50M in assets, 91 participants

Freeman, Freeman & Smiley, LLP's Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan reported $50M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,188 in Professional & Technical Services (21,562 peers)

Where Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan sits by assets

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 91 participants (~$544,385/participant), down 14.7% in 2022.

#19,188
in Professional & Technical Services (21,562 peers)
-14.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan's outsized position by total assets

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan vs every filed plan by assets

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

$49,538,998 Top 12% higher than 88% 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, Freeman & Smiley, LLP Profit Sharing 401(k) 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, Freeman & Smiley, LLP Profit Sharing 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

DOL schedule card

Filing strip 953743257 · Freeman, Freeman & Smiley, LLP PY 2022 · 401(k)

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan · $50M · 91 · 88th

  • EOY $50M
  • EOY 91
  • EOY 88th
  • EOY 401(k)
  • EOY near Baxter Auto Group 401(k) Plan
  • EOY ind #19188

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, Freeman & Smiley, LLP Profit Sharing 401(k) Plan in the asset neighbourhood

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) PlanFreeman, Freeman & Smiley, L…$50MBaxter Auto Group 401(k) Plan$50MFerrotec Tax Savings Deposit and Investment PlanFerrotec Tax Savings Deposit…$50MEmhart Glass Retirement and Savings PlanEmhart Glass Retirement and …$50MDelta Dental of New Jersey 401(k) and Profit Sharing PlanDelta Dental of New Jersey 4…$50M
End-of-year total assets ($M) among Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$50M
Net Income-$9M
Employer EIN953743257
Plan Effective Date1976-10-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Freeman, Freeman & Smiley, LLP)

Sponsor-wide plan assets over time

All Freeman, Freeman & Smiley, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$12M 75.79671474178788% vs 2022
2023 filing year
$0M$20M$40M$60M 20222023 $49.5M $12M ▼ -75.8%
Year Plans Participants Total Assets
2022 1 91 $50M
2023 1 87 $12M

Nearby 401(k) Plans in California

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

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan, Total assets ($B): 0.049538998 · Participants: 91Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) 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, Freeman & Smiley, LLP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan side-by-side with 3 peers →

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Baxter Auto Group 401(k) Plan in NE ($50M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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, Freeman & Smiley, LLP Profit Sharing 401(k) Plan assets move in 2022? ▼
Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan pulled back noticeably - down 14.7% during 2022, from $58M to $50M. Reported net income was -$9M.
How have Freeman, Freeman & Smiley, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Freeman, Freeman & Smiley, LLP's sponsor-wide assets declined 75.8%, from $50M to $12M.
Where does Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baxter Auto Group 401(k) Plan in NE ($50M, 1,269 participants).
Which 401(k) plans cover a similar participant headcount to Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcalister Oil 401(k) Plan in KS (91 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 953743257.

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.