401(k) · DOL Form 5500 · 2024
Freeman Investment Company, L.P. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 728
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $32,157
- Avg per participant Low balance/head
Official DOL plan name: Freeman Investment Company, L.P. 401(k) Plan · Sponsored by Freeman Investment Company, L.P. · Texas · Retail Trade
$23M in assets, 728 participants
Freeman Investment Company, L.P.'s Freeman Investment Company, L.P. 401(k) Plan reported $23M in total assets and 728 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,688 in Retail Trade (8,048 peers)
Freeman Investment Company, L.P. multi-year trail
Freeman Investment Company, L.P.'s plans moved +15.6% in assets from 2022 to 2024; this filing shows Freeman Investment Company, L.P. 401(k) Plan at $23M / 728 participants.
- #6,688
- in Retail Trade (8,048 peers)
- -5.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Freeman Investment Company, L.P. 401(k) Plan's outsized position by total assets
Freeman Investment Company, L.P. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,410,070 Top 27% higher than 73% 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 Investment Company, L.P. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freeman Investment Company, L.P. 401(k) Plan sits mid-pack in the medium band (728 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Freeman Investment Company, L.P. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Freeman Investment Company, L.P. 401(k) Plan reported participants rose from 669 in the plan year 2023 filing to 728 in the plan year 2024 filing.
- Freeman Investment Company, L.P. 401(k) Plan end-of-year assets fell from $25M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 750770315 · Freeman Investment Company, L.P. PY 2024 · 401(k)
Freeman Investment Company, L.P. 401(k) Plan · $23M · 728 · 73rd
- BOY $23M
- SCH 728
- EBSA 73rd
- PART 401(k)
- TYPE near The Instantwhip Companies Profit Sharing Plan
- NET ind #6688
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 Retail Trade retirement plans → · Plans in Texas →
Freeman Investment Company, L.P. 401(k) Plan in the asset neighbourhood
Freeman Investment Company, L.P. multi-year asset trail
Sponsor-wide plan assets over time
All Freeman Investment Company, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 15.59674406275961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 673 | $20M |
| 2023 | 1 | 669 | $25M |
| 2024 | 1 | 728 | $23M |
Freeman Investment Company, L.P. filing trail (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$1M |
| Employer EIN | 750770315 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Freeman Investment Company, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is The Instantwhip Companies Profit Sharing Plan in OH ($23M); by covered participants it is Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan in CA (728 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- The Instantwhip Companies Profit Sharing Plan (OH) $23M · 235
- Clyde Snow & Sessions 401(k) Plan (UT) $23M · 55
- The Buckner Company 401(k) Profit Sharing Plan (UT) $23M · 187
- Bayard, P.a. 401(k) Plan (DE) $23M · 31
Similar participant headcount
Nearest other-state filings by covered participants (728 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.