Profit Sharing · DOL Form 5500 · 2023

Freeman Health System Profit Sharing Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
4,401
Participants Above avg headcount
92nd
Percentile by assets National rank
$24,433
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$108M in assets, 4,401 participants

Freeman Health System's Freeman Retirement Plan reported $108M in total assets and 4,401 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,410 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Freeman Retirement Plan covers 4,401 participants in Missouri, 6.0x the typical Missouri plan (state average ~737 per filing). Assets: $108M.

#16,410
in Healthcare & Social Assistance (17,684 peers)
+13.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Freeman Retirement Plan's outsized position by total assets

Freeman Retirement Plan vs every filed plan by assets

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

$107,531,393 Top 8% higher than 92% 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 Retirement 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 Retirement Plan lands in the large band (4,401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freeman Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Freeman Retirement Plan end-of-year assets rose from $95M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Freeman Retirement Plan reported participants rose from 4,338 in the plan year 2022 filing to 4,401 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 · Profit Sharing

Freeman Retirement Plan · $108M · 4,401 · 92nd

  • SCH $108M
  • EBSA 4,401
  • PART 92nd
  • TYPE Profit Sharing
  • NET near The Cold Spring Harbor Laboratory Section 401(a) Retirement Plan
  • BOOK ind #16410

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 Retirement Plan in the asset neighbourhood

Hawaii Sheet Metal Workers Annuity Profit SharingHawaii Sheet Metal Workers A…$108MByer California Retirement Savings PlanByer California Retirement S…$108MTexas Biomedical Research Institute Retirement PlanTexas Biomedical Research In…$108MFreeman Retirement Plan$108MThe Cold Spring Harbor Laboratory Section 401(a) Retirement PlanThe Cold Spring Harbor Labor…$107M
End-of-year total assets ($M) among Freeman Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$108M
Net Income$13M
Employer EIN431704371
Plan Effective Date1974-08-01
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 Profit Sharing Plans in Missouri

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

Freeman Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 00.511.5 Total assets ($B) Participants Freeman Retirement Plan, Total assets ($B): 0.107531393 · Participants: 4401Freeman Retirement PlanBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
Freeman Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Freeman Retirement Plan side-by-side with 3 peers →

Freeman Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is The Cold Spring Harbor Laboratory Section 401(a) Retirement Plan in NY ($107M); by covered participants it is Usmx-Ila Money Purchase Fund and Savings Plan in NJ (4,374 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,401 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 Retirement Plan assets move in 2023? ▼
Freeman Retirement Plan grew at a solid clip - up 13.4% during 2023, from $95M to $108M. Reported net income was $13M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Freeman Retirement Plan ranks in the 92nd 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 Profit Sharing plans are similar in size to Freeman Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Cold Spring Harbor Laboratory Section 401(a) Retirement Plan in NY ($107M, 589 participants).
Which Profit Sharing plans cover a similar participant headcount to Freeman Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Usmx-Ila Money Purchase Fund and Savings Plan in NJ (4,374 participants, $78M 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.