401(k) · DOL Form 5500 · 2023

Freeman, Freeman & Smiley, LLP 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
87
Participants Small participant base
63rd
Percentile by assets National rank
$137,817
Avg per participant Near avg balance/head
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Official DOL plan name: Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan · Sponsored by Freeman, Freeman & Smiley, LLP · California · Professional & Technical Services

$12M in assets, 87 participants

Freeman, Freeman & Smiley, LLP's Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan reported $12M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,527 in Professional & Technical Services (20,321 peers)

Freeman, Freeman & Smiley, LLP multi-year trail

Freeman, Freeman & Smiley, LLP's plans moved -75.8% in assets from 2022 to 2023; this filing shows Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan at $12M / 87 participants.

#12,527
in Professional & Technical Services (20,321 peers)
-75.8%
assets change YoY

The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan vs every filed plan by assets

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

$11,990,065 Top 37% higher than 63% 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, Freeman & Smiley, LLP Profit Sharing 401(k) 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, Freeman & Smiley, LLP Profit Sharing 401(k) Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan reported net income fell from -$9M in the plan year 2022 filing to -$38M in the plan year 2023 filing.
  • Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan end-of-year assets fell from $50M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan reported participants fell from 91 in the plan year 2022 filing to 87 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953743257 · Freeman, Freeman & Smiley, LLP PY 2023 · 401(k)

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan · $12M · 87 · 63rd

  • ASSETS $12M
  • ASSETS 87
  • ASSETS 63rd
  • ASSETS 401(k)
  • ASSETS near Retirement Income Security Plan-Mod Pizza
  • ASSETS ind #12527

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, Freeman & Smiley, LLP Profit Sharing 401(k) Plan in the asset neighbourhood

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) PlanFreeman, Freeman & Smiley, L…$12MRetirement Income Security Plan-Mod PizzaRetirement Income Security P…$12MThe Father's Table LLC 401(k) PlanThe Father's Table LLC 401(k…$12MRocky Mountain Eye Center, Inc. 401(k) Profit Sharing PlanRocky Mountain Eye Center, I…$12MTrintex 401(k) Retirement Savings PlanTrintex 401(k) Retirement Sa…$12M
End-of-year total assets ($M) among Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Freeman, Freeman & Smiley, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Freeman, Freeman & Smiley, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$12M 75.79671474178788% vs 2022
2023 filing year
$0M$20M$40M$60M 20222023 $49.5M $12M ▼ -75.8%
Year Plans Participants Total Assets
2022 1 91 $50M
2023 1 87 $12M

Freeman, Freeman & Smiley, LLP filing trail (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$12M
Net Income-$38M
Employer EIN953743257
Plan Effective Date1976-10-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan, Total assets ($B): 0.011990065 · Participants: 87Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan side-by-side with 3 peers →

Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Income Security Plan-Mod Pizza in WA ($12M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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, Freeman & Smiley, LLP Profit Sharing 401(k) Plan assets move in 2023? ▼
Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan contracted severely - down 75.8% during 2023, from $50M to $12M. Reported net income was -$38M.
How have Freeman, Freeman & Smiley, LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Freeman, Freeman & Smiley, LLP's sponsor-wide assets declined 75.8%, from $50M to $12M.
Which 401(k) plans are similar in size to Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Income Security Plan-Mod Pizza in WA ($12M, 2,848 participants).
Which 401(k) plans cover a similar participant headcount to Freeman, Freeman & Smiley, LLP Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants, N/A 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 953743257.

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.