401(k) · DOL Form 5500 · 2023
The Friedkin Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $360M
- Total assets
- 2,544
- Participants
- 97th
- Percentile by assets
- $141,365
- Avg per participant
Official DOL plan name: Friedkin Savings and Investment Plan · Sponsored by The Friedkin Group, Inc. · Texas · Wholesale Trade
$360M in assets, 2,544 participants
The Friedkin Group, Inc.'s Friedkin Savings and Investment Plan reported $360M in total assets and 2,544 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #6,166 in Wholesale Trade (6,309 peers)
Coverage in Texas
Friedkin Savings and Investment Plan covers 2,544 participants in Texas, 3.7x the typical Texas plan (state average ~688 per filing). Assets: $360M.
- $360M
- total plan assets (2023 EOY)
- 2,544
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $141,365
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Friedkin Savings and Investment Plan reported net income rose from -$66M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Friedkin Savings and Investment Plan end-of-year assets rose from $307M in the plan year 2022 filing to $360M in the plan year 2023 filing.
- Friedkin Savings and Investment Plan reported participants rose from 2,442 in the plan year 2022 filing to 2,544 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Friedkin Savings and Investment Plan reports 2,544 participants - 3.7x that state average ($360M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $307M |
|---|---|
| Net Assets (End of Year) | $360M |
| Net Income | $52M |
| Employer EIN | 275549425 |
| Plan Effective Date | 1970-12-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Friedkin Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,442 | $307M |
| 2023 | 1 | 2,544 | $360M |
| 2024 | 1 | 2,625 | $411M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Friedkin Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Friedkin Savings and Investment Plan by total assets, not by location.
- Fareway Stores, Inc. 401(k) Profit Sharing Plan (IA) $360M · 5,452
- Ibg LLC 401(k) Plan (CT) $360M · 1,264
- Choctaw Nation of Oklahoma Thrift Plan (OK) $359M · 12,502
- Stephens Employees' 401(k) Profit Sharing Plan and Trust (AR) $360M · 1,319
Frequently Asked Questions
How did Friedkin Savings and Investment Plan assets move in 2023? ▼
How have The Friedkin Group, Inc. plan assets changed over time? ▼
Where does Friedkin Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Friedkin Savings and Investment Plan? ▼
Next read for Friedkin Savings and Investment Plan
Filing takeaways
Ways to act on Friedkin Savings and Investment Plan's numbers.
- By total assets, Friedkin Savings and Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- The Friedkin Group, Inc.'s sponsor-wide assets have grown 33.8% since 2022 across 3 plan years on file. More Wholesale Trade plans