Other · DOL Form 5500 · 2023

Freeman Health System Retirement Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
4,515
Participants Above avg headcount
94th
Percentile by assets National rank
$41,349
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Freeman Employee Savings Plan · Sponsored by Freeman Health System · Missouri · Healthcare & Social Assistance

$187M in assets, 4,515 participants

Freeman Health System's Freeman Employee Savings Plan reported $187M in total assets and 4,515 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,824 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Freeman Employee Savings Plan covers 4,515 participants in Missouri, 6.1x the typical Missouri plan (state average ~737 per filing). Assets: $187M.

#16,824
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Freeman Employee Savings Plan's outsized position by total assets

Freeman Employee Savings Plan vs every filed plan by assets

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

$186,691,220 Top 6% higher than 94% 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 Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freeman Employee Savings Plan lands in the large band (4,515 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freeman Employee Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Freeman Employee Savings Plan end-of-year assets rose from $163M in the plan year 2022 filing to $187M in the plan year 2023 filing.
  • Freeman Employee Savings Plan reported participants rose from 4,447 in the plan year 2022 filing to 4,515 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431704371 · Freeman Health System PY 2023 · Other

Freeman Employee Savings Plan · $187M · 4,515 · 94th

  • NET $187M
  • BOOK 4,515
  • VS-ST 94th
  • BOY Other
  • SCH near Museum of Fine Arts Defined Contribution Retirement Plan
  • EBSA ind #16824

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 Missouri →

Freeman Employee Savings Plan in the asset neighbourhood

St. Clair Hospital Savings PlanSt. Clair Hospital Savings P…$187MFreeman Employee Savings Plan$187MMuseum of Fine Arts Defined Contribution Retirement PlanMuseum of Fine Arts Defined …$186MWoman's Hospital Foundation 403(b) Retirement Savings PlanWoman's Hospital Foundation …$186MThe Art Institute of Chicago Defined Contribution Retirement PlanThe Art Institute of Chicago…$186M
End-of-year total assets ($M) among Freeman Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$187M
Net Income$23M
Employer EIN431704371
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freeman Health System)

Sponsor-wide plan assets over time

All Freeman Health System plans reported in each filing year

Latest sponsor-wide plan assets
$333M 29.035476487105544% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $258M $333M ▲ +29.0%
Year Plans Participants Total Assets
2022 2 8,785 $258M
2023 2 8,916 $294M
2024 2 9,199 $333M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Freeman Employee Savings Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -202468 Total assets ($B) Participants Freeman Employee Savings Plan, Total assets ($B): 0.18669122 · Participants: 4515Freeman Employee Savings PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Freeman Employee Savings Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Freeman Employee Savings Plan side-by-side with 3 peers →

Freeman Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Museum of Fine Arts Defined Contribution Retirement Plan in MA ($186M); by covered participants it is Nicklaus Children's Health System Retirement Plan in FL (4,481 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,515 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 Employee Savings Plan assets move in 2023? ▼
Freeman Employee Savings Plan grew at a solid clip - up 14.4% during 2023, from $163M to $187M. Reported net income was $23M.
How have Freeman Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freeman Health System's sponsor-wide assets grew 29.0%, from $258M to $333M.
Where does Freeman Employee Savings Plan rank by assets among Form 5500 filers? ▼
Freeman Employee Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Freeman Employee Savings Plan? ▼
Among Other plans in other states, the closest by assets is Museum of Fine Arts Defined Contribution Retirement Plan in MA ($186M, 390 participants).
Which Other plans cover a similar participant headcount to Freeman Employee Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Nicklaus Children's Health System Retirement Plan in FL (4,481 participants, $518M 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 431704371.

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.