401(k) · DOL Form 5500 · 2022

S.R. Freeman, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
182
Participants Below avg headcount
63rd
Percentile by assets National rank
$51,166
Avg per participant Low balance/head
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Official DOL plan name: S.R. Freeman, Inc. Profit Sharing Plan & Trust · Sponsored by S.R. Freeman, Inc. · California · Construction

$9M in assets, 182 participants

S.R. Freeman, Inc.'s S.R. Freeman, Inc. Profit Sharing Plan & Trust reported $9M in total assets and 182 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,250 in Construction (9,927 peers)

Coverage in California

S.R. Freeman, Inc. Profit Sharing Plan & Trust covers 182 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $9M.

#6,250
in Construction (9,927 peers)
+0.3%
assets growth YoY

S.R. Freeman, Inc. Profit Sharing Plan & Trust's mid-pack asset rank among Construction and all filers

S.R. Freeman, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,312,137 Top 37% higher than 63% 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

S.R. Freeman, Inc. Profit Sharing Plan & Trust 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. S.R. Freeman, Inc. Profit Sharing Plan & Trust sits mid-pack in the medium band (182 participants).

EBSA filing schedule strip

Filing strip 770489144 · S.R. Freeman, Inc. PY 2022 · 401(k)

S.R. Freeman, Inc. Profit Sharing Plan & Trust · $9M · 182 · 63rd

  • RANK $9M
  • PHOTO 182
  • IND 63rd
  • EOY 401(k)
  • 5500 near Isoftstone 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #6250

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 Construction retirement plans → · Plans in California →

S.R. Freeman, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

S.R. Freeman, Inc. Profit Sharing Plan & TrustS.R. Freeman, Inc. Profit Sh…$9MIsoftstone 401(k) Profit Sharing Plan & TrustIsoftstone 401(k) Profit Sha…$9MBethany Lutheran Homes 401(k) PlanBethany Lutheran Homes 401(k…$9MNorwex USA Inc. 401(k) Plan$9MGate 1, Ltd. 401(k) Profit Sharing PlanGate 1, Ltd. 401(k) Profit S…$9M
End-of-year total assets ($M) among S.R. Freeman, Inc. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$31K
Employer EIN770489144
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.R. Freeman, Inc.)

Sponsor-wide plan assets over time

All S.R. Freeman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 47.876357489156355% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.31M $13.8M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 182 $9M
2023 1 180 $11M
2024 1 211 $14M

Nearby 401(k) Plans in California

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

S.R. Freeman, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants S.R. Freeman, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.009312137 · Participants: 182S.R. Freeman, Inc. Profit Sharing Plan & TrustWells 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
S.R. Freeman, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare S.R. Freeman, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

S.R. Freeman, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Isoftstone 401(k) Profit Sharing Plan & Trust in WA ($9M); by covered participants it is Hillman Bus 401(k) in NJ (182 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (182 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 S.R. Freeman, Inc. Profit Sharing Plan & Trust assets move in 2022? ▼
S.R. Freeman, Inc. Profit Sharing Plan & Trust held essentially flat - up 0.3% during 2022, from $9M to $9M. Reported net income was $31K.
How have S.R. Freeman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.R. Freeman, Inc.'s sponsor-wide assets grew 47.9%, from $9M to $14M.
Which 401(k) plans are similar in size to S.R. Freeman, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Isoftstone 401(k) Profit Sharing Plan & Trust in WA ($9M, 109 participants).
Which 401(k) plans cover a similar participant headcount to S.R. Freeman, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hillman Bus 401(k) in NJ (182 participants, $709K 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 770489144.

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.