401(k) · DOL Form 5500 · 2024

The Friedkin Group, Inc. 401(k) Plan

Data updated 2026-08-25

$411M
Total assets Above avg plan size
2,625
Participants Above avg headcount
97th
Percentile by assets National rank
$156,573
Avg per participant Above avg balance/head
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Official DOL plan name: Friedkin Savings and Investment Plan · Sponsored by The Friedkin Group, Inc. · Texas · Wholesale Trade

$411M in assets, 2,625 participants

The Friedkin Group, Inc.'s Friedkin Savings and Investment Plan reported $411M in total assets and 2,625 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #5,948 in Wholesale Trade (6,080 peers)

Coverage in Texas

Friedkin Savings and Investment Plan covers 2,625 participants in Texas, 3.8x the typical Texas plan (state average ~688 per filing). Assets: $411M.

#5,948
in Wholesale Trade (6,080 peers)
+14.3%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Friedkin Savings and Investment Plan's outsized position by total assets

Friedkin Savings and Investment Plan vs every filed plan by assets

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

$411,003,763 Top 3% higher than 97% 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

Friedkin Savings and Investment Plan'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. Friedkin Savings and Investment Plan lands in the large band (2,625 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Friedkin Savings and Investment Plan end-of-year assets rose from $360M in the plan year 2023 filing to $411M in the plan year 2024 filing.
  • Friedkin Savings and Investment Plan reported participants rose from 2,544 in the plan year 2023 filing to 2,625 in the plan year 2024 filing.
  • Friedkin Savings and Investment Plan reported net income fell from $52M in the plan year 2023 filing to $51M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 275549425 · The Friedkin Group, Inc. PY 2024 · 401(k)

Friedkin Savings and Investment Plan · $411M · 2,625 · 97th

  • EIN $411M
  • RANK 2,625
  • PHOTO 97th
  • IND 401(k)
  • EOY near Otter Tail Corporation Retirement Savings
  • 5500 ind #5948

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 Wholesale Trade retirement plans → · Plans in Texas →

Friedkin Savings and Investment Plan in the asset neighbourhood

Otter Tail Corporation Retirement SavingsOtter Tail Corporation Retir…$411MFriedkin Savings and Investment PlanFriedkin Savings and Investm…$411MCrowley Retirement Income System Plan RsaCrowley Retirement Income Sy…$411MHussmann Corporation Employee Savings PlanHussmann Corporation Employe…$411MAthletico, Ltd. Employees Profit Sharing PlanAthletico, Ltd. Employees Pr…$410M
End-of-year total assets ($M) among Friedkin Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$360M
Net Assets (End of Year)$411M
Net Income$51M
Employer EIN275549425
Plan Effective Date1970-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (The Friedkin Group, Inc.)

Sponsor-wide plan assets over time

All The Friedkin Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$411M 33.76794705558696% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $307M $411M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 2,442 $307M
2023 1 2,544 $360M
2024 1 2,625 $411M

Nearby 401(k) Plans in Texas

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

Friedkin Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Friedkin Savings and Investment Plan, Total assets ($B): 0.411003763 · Participants: 2625Friedkin Savings and Investment PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Friedkin Savings and Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Friedkin Savings and Investment Plan side-by-side with 3 peers →

Friedkin Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Otter Tail Corporation Retirement Savings in ND ($411M); by covered participants it is Keystone Human Services 401(k) Retirement Plan in PA (2,625 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($411M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,625 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.

Frequently Asked Questions

How did Friedkin Savings and Investment Plan assets move in 2024? ▼
Friedkin Savings and Investment Plan grew at a solid clip - up 14.3% during 2024, from $360M to $411M. Reported net income was $51M.
How have The Friedkin Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Friedkin Group, Inc.'s sponsor-wide assets grew 33.8%, from $307M to $411M.
Where does Friedkin Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Friedkin Savings and Investment Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Friedkin Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Otter Tail Corporation Retirement Savings in ND ($411M, 2,720 participants).
Which 401(k) plans cover a similar participant headcount to Friedkin Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone Human Services 401(k) Retirement Plan in PA (2,625 participants, $59M 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 275549425.

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.