401(k) · DOL Form 5500 · 2023
Freeman Spogli Management Co., L.P. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $843,854
- Avg per participant High balance/head
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
$19M in assets, 22 participants
Freeman Spogli Management Co., L.P.'s Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan reported $19M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #14,390 in Professional & Technical Services (20,321 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 $19M / 22 participants.
- #14,390
- in Professional & Technical Services (20,321 peers)
- +23.0%
- assets growth YoY
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 2023 · DOL Form 5500
$18,564,777 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan among smaller filed plans by headcount
Plan-year 2023 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 (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan reported participants rose from 21 in the plan year 2022 filing to 22 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 264764285 · Freeman Spogli Management Co., L.P. PY 2023 · 401(k)
Freeman Spogli & Co. Inc. Profit Sharing and Savings Plan · $19M · 22 · 71st
- EBSA $19M
- PART 22
- TYPE 71st
- NET 401(k)
- BOOK near Hennepin Healthcare Research Institute 403(b) Savings Plan
- VS-ST ind #14390
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 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 37 | $26M |
| 2023 | 3 | 68 | $32M |
Freeman Spogli Management Co., L.P. filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 264764285 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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 Hennepin Healthcare Research Institute 403(b) Savings Plan in MN ($19M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Hennepin Healthcare Research Institute 403(b) Savings Plan (MN) $19M · 201
- Luminate Home Loans Retirement Plan (MN) $19M · 200
- Brown Sims, P.C. 401(k) Plan (TX) $19M · 147
- Hagley Museum & Library 403(b) Plan (DE) $19M · 87
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 22 · 0 off
- Ulrich Consulting Group 401(k) Profit Sharing Plan (NM) 22 · 0 off
- Zimmerman Edelson Inc. 401(k) Profit Sharing Plan (NY) 22 · 0 off
- First Bank ESOP/401(k) (OK) 22 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.