Money Purchase · DOL Form 5500 · 2024
Freeman & Bass, P.a. Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 9
- Participants
- 36th
- Percentile by assets
- $376,919
- Avg per participant
Official DOL plan name: Freeman & Bass, P.a. Employees' Retirement Plan & Trust · Sponsored by Freeman & Bass, P.a. · New Jersey · Professional & Technical Services
$3M in assets, 9 participants
Freeman & Bass, P.a.'s Freeman & Bass, P.a. Employees' Retirement Plan & Trust reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- 36th percentile by assets (of 123,622 plans)
- #6,550 in Professional & Technical Services (20,173 peers)
Freeman & Bass, P.a. multi-year trail
Freeman & Bass, P.a.'s plans moved -54.1% in assets from 2022 to 2024; this filing shows Freeman & Bass, P.a. Employees' Retirement Plan & Trust at $3M / 9 participants.
- $3M
- total plan assets (2024 EOY)
- 9
- covered participants
- 36th
- percentile by assets (of 123,622 plans)
- $376,919
- avg assets per participant
The plan reported a net loss of $603K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Freeman & Bass, P.a. Employees' Retirement Plan & Trust sits by total assets
Freeman & Bass, P.a. Employees' Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,392,270 36th percentile higher than 36% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Freeman & Bass, P.a. Employees' Retirement Plan & Trust reported net income rose from -$3M in the plan year 2023 filing to -$603K in the plan year 2024 filing.
- Freeman & Bass, P.a. Employees' Retirement Plan & Trust reported participants fell from 11 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Freeman & Bass, P.a. Employees' Retirement Plan & Trust end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Freeman & Bass, P.a. across 3 plan years on file
Across the 3 plan years Freeman & Bass, P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $3M, a decline of 54.1%, while reported participants moved from 12 to 9 (-25.0%). Peak year by sponsor assets: 2022 ($7M); trough: 2024 ($3M).
Freeman & Bass, P.a. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $7M |
| 2023 | 1 | 11 | $4M |
| 2024 | 1 | 9 | $3M |
Freeman & Bass, P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$603K |
| Employer EIN | 221901288 |
| Plan Effective Date | 1980-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Freeman & Bass, P.a. Employees' Retirement Plan & Trust vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Princeton University Retirement Plan $2.4B · 8,833
- Local 68 Engineers Union Annuity Plan $971M · 5,385
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Ironworkers Local 11 Annuity Fund $395M · 1,148
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Freeman & Bass, P.a. Employees' Retirement Plan & Trust by total assets, not by location.
- Blue Lake Fine Arts Camp Money Purchase Pension Trust (MI) $3M · 24
- Michigan Association of Secondary School Principals Employees Pension Trust Plan (MI) $3M · 13
- Motiva Chemicals Salary Deferral and Money Purchase Pension Plan (TX) $3M · 96
- Douglas a Hock Dds Ms PC Money Purchase Pension Plan (MI) $3M · 5
Frequently Asked Questions
How did Freeman & Bass, P.a. Employees' Retirement Plan & Trust assets move in 2024? ▼
How have Freeman & Bass, P.a. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Freeman & Bass, P.a. Employees' Retirement Plan & Trust? ▼
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Multi-year trail
Ways to act on Freeman & Bass, P.a. Employees' Retirement Plan & Trust's numbers.
- By total assets, Freeman & Bass, P.a. Employees' Retirement Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Freeman & Bass, P.a.'s sponsor-wide assets have declined 54.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans