401(k) · DOL Form 5500 · 2023

Freeman Investment Company, L.P. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
669
Participants Below avg headcount
76th
Percentile by assets National rank
$36,864
Avg per participant Low balance/head
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Official DOL plan name: Freeman Investment Company, L.P. 401(k) Plan · Sponsored by Freeman Investment Company, L.P. · Texas · Retail Trade

$25M in assets, 669 participants

Freeman Investment Company, L.P.'s Freeman Investment Company, L.P. 401(k) Plan reported $25M in total assets and 669 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,182 in Retail Trade (8,414 peers)

Where Freeman Investment Company, L.P. 401(k) Plan sits by assets

Freeman Investment Company, L.P. 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 669 participants (~$36,864/participant), up 21.8% in 2023.

#7,182
in Retail Trade (8,414 peers)
+21.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Freeman Investment Company, L.P. 401(k) Plan's outsized position by total assets

Freeman Investment Company, L.P. 401(k) Plan vs every filed plan by assets

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

$24,662,316 Top 24% higher than 76% 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

Freeman Investment Company, L.P. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freeman Investment Company, L.P. 401(k) Plan sits mid-pack in the medium band (669 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freeman Investment Company, L.P. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Freeman Investment Company, L.P. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 750770315 · Freeman Investment Company, L.P. PY 2023 · 401(k)

Freeman Investment Company, L.P. 401(k) Plan · $25M · 669 · 76th

  • VS-ST $25M
  • BOY 669
  • SCH 76th
  • EBSA 401(k)
  • PART near Distributing Services 401(k) Plan
  • TYPE ind #7182

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 Retail Trade retirement plans → · Plans in Texas →

Freeman Investment Company, L.P. 401(k) Plan in the asset neighbourhood

Freeman Investment Company, L.P. 401(k) PlanFreeman Investment Company, …$25MDistributing Services 401(k) PlanDistributing Services 401(k)…$25MCollisionright 401(k) Plan$25MValcourt Building Services, Lc 401(k) PlanValcourt Building Services, …$25MEwie Group of Companies 401(k) PlanEwie Group of Companies 401(…$25M
End-of-year total assets ($M) among Freeman Investment Company, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN750770315
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freeman Investment Company, L.P.)

Sponsor-wide plan assets over time

All Freeman Investment Company, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 15.59674406275961% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.3M $23.4M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 673 $20M
2023 1 669 $25M
2024 1 728 $23M

Nearby 401(k) Plans in Texas

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

Freeman Investment Company, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Freeman Investment Company, L.P. 401(k) Plan, Total assets ($B): 0.024662316 · Participants: 669Freeman Investment Company, L.P. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Freeman Investment Company, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Freeman Investment Company, L.P. 401(k) Plan side-by-side with 3 peers →

Freeman Investment Company, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Distributing Services 401(k) Plan in TN ($25M); by covered participants it is Natus Medical Incorporated 401(k) Profit Sharing Plan in CA (669 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (669 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 Freeman Investment Company, L.P. 401(k) Plan assets move in 2023? ▼
Freeman Investment Company, L.P. 401(k) Plan grew sharply - up 21.8% during 2023, from $20M to $25M. Reported net income was $4M.
How have Freeman Investment Company, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freeman Investment Company, L.P.'s sponsor-wide assets grew 15.6%, from $20M to $23M.
Where does Freeman Investment Company, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Freeman Investment Company, L.P. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Freeman Investment Company, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Distributing Services 401(k) Plan in TN ($25M, 1,746 participants).
Which 401(k) plans cover a similar participant headcount to Freeman Investment Company, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Natus Medical Incorporated 401(k) Profit Sharing Plan in CA (669 participants, $108M 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 750770315.

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.