401(k) · DOL Form 5500 · 2024
Freese and Nichols, Inc. 401(k) Plan
Data updated 2026-08-25
- $275M
- Total assets Near avg plan size
- 1,139
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $241,064
- Avg per participant Above avg balance/head
Official DOL plan name: The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. · Sponsored by Freese and Nichols, Inc. · Texas · Professional & Technical Services
$275M in assets, 1,139 participants
Freese and Nichols, Inc.'s The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. reported $275M in total assets and 1,139 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,475 in Professional & Technical Services (20,173 peers)
Where The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. sits by assets
The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. sits in the top 5% of all filed plans by assets, $275M for 1,139 participants (~$241,064/participant), up 13.8% in 2024.
- #19,475
- in Professional & Technical Services (20,173 peers)
- +13.8%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.'s outsized position by total assets
The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$274,571,913 Top 5% higher than 95% 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
The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.'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. The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. lands in the large band (1,139 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. reported net income fell from $46M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. end-of-year assets rose from $241M in the plan year 2023 filing to $275M in the plan year 2024 filing.
- The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. reported participants rose from 1,036 in the plan year 2023 filing to 1,139 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 751531935 · Freese and Nichols, Inc. PY 2024 · 401(k)
The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. · $275M · 1,139 · 95th
- EBSA $275M
- PART 1,139
- TYPE 95th
- NET 401(k)
- BOOK near Crestron Electronics Inc. Retirement Plan
- VS-ST ind #19475
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 Texas →
The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc. in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $241M |
|---|---|
| Net Assets (End of Year) | $275M |
| Net Income | $33M |
| Employer EIN | 751531935 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Freese and Nichols, Inc.)
Sponsor-wide plan assets over time
All Freese and Nichols, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $275M 40.56737032985931% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 969 | $195M |
| 2023 | 1 | 1,036 | $241M |
| 2024 | 1 | 1,139 | $275M |
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
The Retirement Plan and Trust for the Employees of Freese and Nichols, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Crestron Electronics Inc. Retirement Plan in NJ ($275M); by covered participants it is Mountain State Auto Auction in 401(k) Profit Sharing Plan & Trust in WV (1,139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($275M here).
- Crestron Electronics Inc. Retirement Plan (NJ) $275M · 1,713
- Utz Quality Foods, LLC Profit Sharing/401(k) Plan (PA) $274M · 3,605
- Jennie-O Turkey Store Retirement Savings Plan (MN) $274M · 5,099
- American Tire Distributors, Inc. Retirement Plan (NC) $274M · 4,576
Similar participant headcount
Nearest other-state filings by covered participants (1,139 participants); asset peers above are excluded.
- Mountain State Auto Auction in 401(k) Profit Sharing Plan & Trust (WV) 1,139 · 0 off
- Williston Financial Group LLC 401(k) Plan (OR) 1,138 · 1 off
- Coeur Mining Defined Contribution and 401(k) Plan (IL) 1,140 · 1 off
- Sendik's Food Market Retirement Plan (WI) 1,140 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.