401(k) · DOL Form 5500 · 2023

Richard M. Freeman, D.D.S., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
38th
Percentile by assets National rank
$245,712
Avg per participant Above avg balance/head
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Official DOL plan name: Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust · Sponsored by Richard M. Freeman, D.D.S., P.C. · Oklahoma · Healthcare & Social Assistance

$3M in assets, 14 participants

Richard M. Freeman, D.D.S., P.C.'s Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust reported $3M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,998 in Healthcare & Social Assistance (17,684 peers)

Richard M. Freeman, D.D.S., P.C. multi-year trail

Richard M. Freeman, D.D.S., P.C.'s plans moved +38.2% in assets from 2022 to 2024; this filing shows Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust at $3M / 14 participants.

#6,998
in Healthcare & Social Assistance (17,684 peers)
+21.9%
assets growth YoY

Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,439,974 38th percentile higher than 38% of 127,068 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 2023

Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust reported net income rose from $326K in the plan year 2022 filing to $618K in the plan year 2023 filing.
  • Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust reported participants rose from 12 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 753011416 · Richard M. Freeman, D.D.S., P.C. PY 2023 · 401(k)

Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust · $3M · 14 · 38th

  • TYPE $3M
  • NET 14
  • BOOK 38th
  • VS-ST 401(k)
  • BOY near Nimblerx 401(k) Plan
  • SCH ind #6998

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust in the asset neighbourhood

Richard M. Freeman D.D.S. P.C. 401(k) Plan and TrustRichard M. Freeman D.D.S. P.…$3MNimblerx 401(k) Plan$3MWinterset Cpa Group Inc 401(k) PlanWinterset Cpa Group Inc 401(…$3MJsa Associates, Inc. 401(k) Profit Sharing PlanJsa Associates, Inc. 401(k) …$3MPacific Landscape Supply, Inc. 401(k) Profit Sharing PlanPacific Landscape Supply, In…$3M
End-of-year total assets ($M) among Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Richard M. Freeman, D.D.S., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Richard M. Freeman, D.D.S., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.15844033413311% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.82M $3.9M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 14 $3M
2024 1 17 $4M

Richard M. Freeman, D.D.S., P.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$618K
Employer EIN753011416
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust, Total assets ($B): 0.003439974 · Participants: 14Richard M. Freeman D.D.S. P.C. 401(k) Plan and TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust side-by-side with 3 peers →

Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Nimblerx 401(k) Plan in CA ($3M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust assets move in 2023? ▼
Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust grew sharply - up 21.9% during 2023, from $3M to $3M. Reported net income was $618K.
How have Richard M. Freeman, D.D.S., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard M. Freeman, D.D.S., P.C.'s sponsor-wide assets grew 38.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nimblerx 401(k) Plan in CA ($3M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Richard M. Freeman D.D.S. P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 753011416.

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.