401(k) · DOL Form 5500 · 2023

Fremont Group Management, LLC. 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
165
Participants Small participant base
91st
Percentile by assets National rank
$546,754
Avg per participant High balance/head
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Official DOL plan name: Fremont Group Retirement Plan · Sponsored by Fremont Group Management, LLC. · California · Finance & Insurance

$90M in assets, 165 participants

Fremont Group Management, LLC.'s Fremont Group Retirement Plan reported $90M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,581 in Finance & Insurance (8,869 peers)

Coverage in California

Fremont Group Retirement Plan covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $90M.

#7,581
in Finance & Insurance (8,869 peers)
+16.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Fremont Group Retirement Plan's outsized position by total assets

Fremont Group Retirement Plan vs every filed plan by assets

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

$90,214,481 Top 9% higher than 91% 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

Fremont Group Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fremont Group Retirement Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fremont Group Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Fremont Group Retirement Plan end-of-year assets rose from $78M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Fremont Group Retirement Plan reported participants rose from 159 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943342356 · Fremont Group Management, LLC. PY 2023 · 401(k)

Fremont Group Retirement Plan · $90M · 165 · 91st

  • BOY $90M
  • BOY 165
  • BOY 91st
  • BOY 401(k)
  • BOY near Telligen, Inc. 401(k) Retirement Plan
  • BOY ind #7581

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 Finance & Insurance retirement plans → · Plans in California →

Fremont Group Retirement Plan in the asset neighbourhood

Cummings & Lockwood Employees 401(k) Savings PlanCummings & Lockwood Employee…$90MA.I. Solutions, Inc. 401(k) PlanA.I. Solutions, Inc. 401(k) …$90MTelligen, Inc. 401(k) Retirement PlanTelligen, Inc. 401(k) Retire…$90MFremont Group Retirement Plan$90MEssentia Health 403(b) Plan$90M
End-of-year total assets ($M) among Fremont Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$90M
Net Income$13M
Employer EIN943342356
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fremont Group Management, LLC.)

Sponsor-wide plan assets over time

All Fremont Group Management, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 32.39499688700231% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.6M $103M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 159 $78M
2023 1 165 $90M
2024 1 171 $103M

Nearby 401(k) Plans in California

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

Fremont Group Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fremont Group Retirement Plan, Total assets ($B): 0.090214481 · Participants: 165Fremont Group Retirement 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
Fremont Group Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fremont Group Retirement Plan side-by-side with 3 peers →

Fremont Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Telligen, Inc. 401(k) Retirement Plan in IA ($90M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Fremont Group Retirement Plan assets move in 2023? ▼
Fremont Group Retirement Plan grew sharply - up 16.2% during 2023, from $78M to $90M. Reported net income was $13M.
How have Fremont Group Management, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fremont Group Management, LLC.'s sponsor-wide assets grew 32.4%, from $78M to $103M.
Where does Fremont Group Retirement Plan rank by assets among Form 5500 filers? ▼
Fremont Group Retirement Plan ranks in the 91st 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 401(k) plans are similar in size to Fremont Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Telligen, Inc. 401(k) Retirement Plan in IA ($90M, 649 participants).
Which 401(k) plans cover a similar participant headcount to Fremont Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 943342356.

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.