Money Purchase · DOL Form 5500 · 2024
Freeman & Bass, P.a. Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $376,919
- Avg per participant High balance/head
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.
- #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.
- #6,550
- in Professional & Technical Services (20,173 peers)
- -15.1%
- assets change YoY
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.
Freeman & Bass, P.a. Employees' Retirement Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
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
Freeman & Bass, P.a. Employees' Retirement Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freeman & Bass, P.a. Employees' Retirement Plan & Trust is a micro filing (9 participants), the leftmost band.
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.
DOL schedule card
Filing strip 221901288 · Freeman & Bass, P.a. PY 2024 · Money Purchase
Freeman & Bass, P.a. Employees' Retirement Plan & Trust · $3M · 9 · 36th
- BOY $3M
- SCH 9
- EBSA 36th
- PART Money Purchase
- TYPE near Blue Lake Fine Arts Camp Money Purchase Pension Trust
- NET ind #6550
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Freeman & Bass, P.a. Employees' Retirement Plan & Trust in the asset neighbourhood
Freeman & Bass, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Freeman & Bass, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 54.06429565939437% vs 2022
- 2024 filing year
| 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.
- 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
Freeman & Bass, P.a. Employees' Retirement Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Blue Lake Fine Arts Camp Money Purchase Pension Trust in MI ($3M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.