401(k) · DOL Form 5500 · 2024

Fremont Group Management, LLC. 401(k) Plan

Data updated 2026-08-11

$103M
Total assets
171
Participants
91st
Percentile by assets
$600,888
Avg per participant
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Official DOL plan name: Fremont Group Retirement Plan · Sponsored by Fremont Group Management, LLC. · California · Finance & Insurance

$103M in assets, 171 participants

Fremont Group Management, LLC.'s Fremont Group Retirement Plan reported $103M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #7,297 in Finance & Insurance (8,549 peers)

Coverage in California

Fremont Group Retirement Plan covers 171 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $103M.

$103M
total plan assets (2024 EOY)
171
covered participants
91st
percentile by assets (of 123,622 plans)
$600,888
avg assets per participant

Where Fremont Group Retirement Plan sits by total assets

Fremont Group Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$102,751,863 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

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

  • Fremont Group Retirement Plan end-of-year assets rose from $90M in the plan year 2023 filing to $103M in the plan year 2024 filing.
  • Fremont Group Retirement Plan reported participants rose from 165 in the plan year 2023 filing to 171 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Fremont Group Retirement Plan reports 171 participants - about 27% of that state average ($103M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$103M
Net Income$13M
Employer EIN943342356
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fremont Group Management, LLC.)

$70M$80M$90M$100M$110M 202220232024 $77.6M $103M ▲ +32.4%
Total plan assets by year, all Fremont Group Management, LLC. plans on file
Year Plans Participants Total Assets
2022 1 159 $78M
2023 1 165 $90M
2024 1 171 $103M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fremont Group Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fremont Group Retire…, Total assets ($B): 0.102751863 · Participants: 171Fremont Group Retire…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Fremont Group Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fremont Group Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Fremont Group Retirement Plan assets move in 2024?
Fremont Group Retirement Plan grew at a solid clip - up 13.9% during 2024, from $90M to $103M. Reported net income was $13M.
How have Fremont Group Management, LLC. plan assets changed over time?
Across 3 plan years on file (2022-2024), Fremont Group Management, LLC.'s sponsor-wide assets grew 32.4%, from $78M to $103M.
Where does Fremont Group Retirement Plan rank by assets among Form 5500 filers?
Fremont Group Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fremont Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is South Carolina Federal Credit Union Employees' 401(k) Plan in SC ($103M, 566 participants).

Filing takeaways

Ways to act on Fremont Group Retirement Plan's numbers.