Profit Sharing · DOL Form 5500 · 2024
Freeman Health System Profit Sharing Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 4,526
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $26,430
- Avg per participant Low balance/head
Official DOL plan name: Freeman Retirement Plan · Sponsored by Freeman Health System · Missouri · Healthcare & Social Assistance
$120M in assets, 4,526 participants
Freeman Health System's Freeman Retirement Plan reported $120M in total assets and 4,526 participants in its 2024 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.
- #15,682 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Freeman Retirement Plan covers 4,526 participants in Missouri, 6.1x the typical Missouri plan (state average ~737 per filing). Assets: $120M.
- #15,682
- in Healthcare & Social Assistance (16,916 peers)
- +11.2%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Freeman Retirement Plan's outsized position by total assets
Freeman Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$119,622,025 Top 8% higher than 92% 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
Freeman Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freeman Retirement Plan lands in the large band (4,526 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Freeman Retirement Plan end-of-year assets rose from $108M in the plan year 2023 filing to $120M in the plan year 2024 filing.
- Freeman Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Freeman Retirement Plan reported participants rose from 4,401 in the plan year 2023 filing to 4,526 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431704371 · Freeman Health System PY 2024 · Profit Sharing
Freeman Retirement Plan · $120M · 4,526 · 92nd
- ASSETS $120M
- PCT 4,526
- EIN 92nd
- RANK Profit Sharing
- PHOTO near Rio Tinto Alcan 401(k) Savings Plan for Former Employees
- IND ind #15682
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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →
Freeman Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $12M |
| Employer EIN | 431704371 |
| Plan Effective Date | 1974-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Freeman Health System)
Sponsor-wide plan assets over time
All Freeman Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $333M 29.035476487105544% vs 2022
- 2024 filing year
| 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.
- Boilermakers National Annuity Trust $1.3B · 18,034
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $459M · 4,032
- I. B. E. W. Local Union No. 124 Annuity Plan $447M · 3,456
- Annuity Fund of Operating Engineers Local 513 $323M · 9,100
- Pipe Fitters Local No 533 Individual Account Plan $302M · 1,427
Freeman Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Rio Tinto Alcan 401(k) Savings Plan for Former Employees in UT ($119M); by covered participants it is Memorialcare Retirement Plan in CA (4,491 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,526 participants); asset peers above are excluded.
- Memorialcare Retirement Plan (CA) 4,491 · 35 off
- White Castle Profit Sharing Plan (OH) 4,568 · 42 off
- Gbmc, Inc. 401(a) Defined Contribution Plan (MD) 4,436 · 90 off
- Impellam NA 401(k) Plan (GA) 4,435 · 91 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.