401(k) · DOL Form 5500 · 2024

Freehold Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
44
Participants Small participant base
49th
Percentile by assets National rank
$168,891
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Freehold Capital Management, LLC 401(k) Plan · Sponsored by Freehold Capital Management, LLC · Massachusetts · Construction

$7M in assets, 44 participants

Freehold Capital Management, LLC's Freehold Capital Management, LLC 401(k) Plan reported $7M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,346 in Construction (9,039 peers)

2024 asset change

Freehold Capital Management, LLC 401(k) Plan grew at a solid clip 14.0% in 2024 ($7M → $7M) for 44 participants.

#4,346
in Construction (9,039 peers)
+14.0%
assets growth YoY

Freehold Capital Management, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Freehold Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$7,431,212 49th percentile higher than 49% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Freehold Capital Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freehold Capital Management, LLC 401(k) Plan is a small filing (44 participants) on this national headcount ladder.

DOL schedule card

Filing strip 462167345 · Freehold Capital Management, LLC PY 2024 · 401(k)

Freehold Capital Management, LLC 401(k) Plan · $7M · 44 · 49th

  • VS-ST $7M
  • VS-ST 44
  • VS-ST 49th
  • VS-ST 401(k)
  • VS-ST near Marcum Wealth 401(k) Plan
  • VS-ST ind #4346

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 Construction retirement plans → · Plans in Massachusetts →

Freehold Capital Management, LLC 401(k) Plan in the asset neighbourhood

Freehold Capital Management, LLC 401(k) PlanFreehold Capital Management,…$7MMarcum Wealth 401(k) Plan$7MSst Employee Retirement Plan$7MThe Bst Systems, Inc. Profit Sharing Retirement PlanThe Bst Systems, Inc. Profit…$7MPnw Metal Recycling, Inc Profit Sharing PlanPnw Metal Recycling, Inc Pro…$7M
End-of-year total assets ($M) among Freehold Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$914K
Employer EIN462167345
Plan Effective Date2015-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Freehold Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Freehold Capital Management, LLC 401(k) Plan, Total assets ($B): 0.007431212 · Participants: 44Freehold Capital Management, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Freehold Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Freehold Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Freehold Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Marcum Wealth 401(k) Plan in OH ($7M); by covered participants it is Hamilton-Ryker It Solutions, LLC 401(k) Plan in TN (44 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Freehold Capital Management, LLC 401(k) Plan assets move in 2024? ▼
Freehold Capital Management, LLC 401(k) Plan grew at a solid clip - up 14.0% during 2024, from $7M to $7M. Reported net income was $914K.
Which 401(k) plans are similar in size to Freehold Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marcum Wealth 401(k) Plan in OH ($7M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Freehold Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hamilton-Ryker It Solutions, LLC 401(k) Plan in TN (44 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462167345.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.