401(k) · DOL Form 5500 · 2024
Freund Inc. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $182,635
- Avg per participant Above avg balance/head
Official DOL plan name: Freund Inc. Savings & Retirement Plan · Sponsored by Freund Inc. · Iowa · Manufacturing
$18M in assets, 96 participants
Freund Inc.'s Freund Inc. Savings & Retirement Plan reported $18M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #10,040 in Manufacturing (17,777 peers)
Freund Inc. multi-year trail
Freund Inc.'s plans moved +10.2% in assets from 2022 to 2024; this filing shows Freund Inc. Savings & Retirement Plan at $18M / 96 participants.
- #10,040
- in Manufacturing (17,777 peers)
- -2.3%
- assets change YoY
The plan reported a net loss of $413K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Freund Inc. Savings & Retirement Plan's outsized position by total assets
Freund Inc. Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,532,950 Top 32% higher than 68% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Freund Inc. Savings & Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freund Inc. Savings & Retirement Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Freund Inc. Savings & Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$413K in the plan year 2024 filing.
- Freund Inc. Savings & Retirement Plan reported participants fell from 101 in the plan year 2023 filing to 96 in the plan year 2024 filing.
- Freund Inc. Savings & Retirement Plan end-of-year assets fell from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.
DOL schedule card
Filing strip 420996358 · Freund Inc. PY 2024 · 401(k)
Freund Inc. Savings & Retirement Plan · $18M · 96 · 68th
- PHOTO $18M
- IND 96
- EOY 68th
- 5500 401(k)
- ASSETS near Jet Specialty, Inc. 401(k) Retirement Plan
- PCT ind #10040
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 Manufacturing retirement plans → · Plans in Iowa →
Freund Inc. Savings & Retirement Plan in the asset neighbourhood
Freund Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Freund Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 10.202929723039945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $16M |
| 2023 | 1 | 101 | $18M |
| 2024 | 1 | 96 | $18M |
Freund Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$413K |
| Employer EIN | 420996358 |
| Plan Effective Date | 1982-01-05 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Freund Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Jet Specialty, Inc. 401(k) Retirement Plan in TX ($18M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Berberian Entities 401(k) Retirement Plan (CA) 96 · 0 off
- Living Proof, Inc. 401(k) Profit Sharing Plan and Trust (MA) 96 · 0 off
- Burns Management Corporation 401(k) Plan (NY) 96 · 0 off
- Columbia Academy 401(k) Plan (DE) 96 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.