401(k) · DOL Form 5500 · 2024
S.R. Freeman, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 211
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $65,263
- Avg per participant Low balance/head
Official DOL plan name: S.R. Freeman, Inc. Profit Sharing Plan & Trust · Sponsored by S.R. Freeman, Inc. · California · Construction
$14M in assets, 211 participants
S.R. Freeman, Inc.'s S.R. Freeman, Inc. Profit Sharing Plan & Trust reported $14M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #5,512 in Construction (9,039 peers)
Coverage in California
S.R. Freeman, Inc. Profit Sharing Plan & Trust covers 211 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $14M.
- #5,512
- in Construction (9,039 peers)
- +25.0%
- assets growth YoY
S.R. Freeman, Inc. Profit Sharing Plan & Trust's mid-pack asset rank among Construction and all filers
S.R. Freeman, Inc. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,770,449 Top 37% higher than 63% 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
S.R. Freeman, Inc. Profit Sharing Plan & Trust 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. S.R. Freeman, Inc. Profit Sharing Plan & Trust sits mid-pack in the medium band (211 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- S.R. Freeman, Inc. Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- S.R. Freeman, Inc. Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- S.R. Freeman, Inc. Profit Sharing Plan & Trust reported participants rose from 180 in the plan year 2023 filing to 211 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 770489144 · S.R. Freeman, Inc. PY 2024 · 401(k)
S.R. Freeman, Inc. Profit Sharing Plan & Trust · $14M · 211 · 63rd
- BOY $14M
- BOY 211
- BOY 63rd
- BOY 401(k)
- BOY near Aim Engineering and Surveying Retirement Plan
- BOY ind #5512
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 California →
S.R. Freeman, Inc. Profit Sharing Plan & Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 770489144 |
| Plan Effective Date | 1998-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S.R. Freeman, Inc.)
Sponsor-wide plan assets over time
All S.R. Freeman, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 47.876357489156355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $9M |
| 2023 | 1 | 180 | $11M |
| 2024 | 1 | 211 | $14M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
S.R. Freeman, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Aim Engineering and Surveying Retirement Plan in FL ($14M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Aim Engineering and Surveying Retirement Plan (FL) $14M · 160
- Ancora 401(k) Plan (TX) $14M · 1,414
- The Yahnis Company 401(k) Plan (SC) $14M · 200
- Sterling Paper, Inc. 401(k) Benefit Plan (OH) $14M · 81
Similar participant headcount
Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.
- Greater Texas Federal Credit Union 401(k) Plan (TX) 211 · 0 off
- Variscale Services & Engineering, Inc. 401(k) Profit Sharing Plan (NJ) 211 · 0 off
- Bader Rutter Retirement Plan (WI) 211 · 0 off
- Wfp US LLC 401(k) Plan (WA) 211 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.