Profit Sharing · DOL Form 5500 · 2023
Freeman Health System Profit Sharing Plan
Data updated 2026-08-11
- $108M
- Total assets
- 4,401
- Participants
- 92nd
- Percentile by assets
- $24,433
- Avg per participant
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.
- 92nd percentile by assets (of 127,072 plans)
- #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.
- $108M
- total plan assets (2023 EOY)
- 4,401
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $24,433
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Freeman Retirement Plan reports 4,401 participants - 6.0x that state average ($108M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $13M |
| Employer EIN | 431704371 |
| Plan Effective Date | 1974-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Freeman Health System)
| 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
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Freeman Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Freeman Retirement Plan assets move in 2023? ▼
How have Freeman Health System plan assets changed over time? ▼
Where does Freeman Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Freeman Retirement Plan? ▼
Next read for Freeman Retirement Plan
Filing takeaways
Ways to act on Freeman Retirement Plan's numbers.
- By total assets, Freeman Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Freeman Health System's sponsor-wide assets have grown 29.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans