ESOP · DOL Form 5500 · 2022

Freedom Bancorp ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
52
Participants Small participant base
65th
Percentile by assets National rank
$198,024
Avg per participant Above avg balance/head
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Official DOL plan name: Freedom Bancorp Employee Stock Ownership Plan · Sponsored by Freedom Bancorp · Indiana · Management of Enterprises

$10M in assets, 52 participants

Freedom Bancorp's Freedom Bancorp Employee Stock Ownership Plan reported $10M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #521 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Freedom Bancorp Employee Stock Ownership Plan ranks #521 of 1,193 2022 filers by assets (3453% of the sector average)-$10M for 52 participants.

#521
in Management of Enterprises (1,193 peers)
-10.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Freedom Bancorp Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Freedom Bancorp Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,297,243 Top 35% higher than 65% of 139,123 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 2022

Freedom Bancorp Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freedom Bancorp Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 830482328 · Freedom Bancorp PY 2022 · ESOP

Freedom Bancorp Employee Stock Ownership Plan · $10M · 52 · 65th

  • PCT $10M
  • PCT 52
  • PCT 65th
  • PCT ESOP
  • PCT near Howard Greenberg Gallery Employee Stock Ownership Plan
  • PCT ind #521

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 What is an ESOP? → · Plans in Indiana →

Freedom Bancorp Employee Stock Ownership Plan in the asset neighbourhood

Ramey Kemp & Associates, Inc. Employee Stock Ownership PlanRamey Kemp & Associates, Inc…$10MMcgohan Brabender Agency Inc. Employee Stock Ownership PlanMcgohan Brabender Agency Inc…$10MFreedom Bancorp Employee Stock Ownership PlanFreedom Bancorp Employee Sto…$10MHoward Greenberg Gallery Employee Stock Ownership PlanHoward Greenberg Gallery Emp…$10MPacifica Graduate Institute Employees' Retirement PlanPacifica Graduate Institute …$10M
End-of-year total assets ($M) among Freedom Bancorp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN830482328
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freedom Bancorp)

Sponsor-wide plan assets over time

All Freedom Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$12M 15.887456477427989% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M$12.5M 202220232024 $10.3M $11.9M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 52 $10M
2023 1 52 $11M
2024 1 52 $12M

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Freedom Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Freedom Bancorp Employee Stock Ownership Plan, Total assets ($B): 0.010297243 · Participants: 52Freedom Bancorp Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Freedom Bancorp Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Freedom Bancorp Employee Stock Ownership Plan side-by-side with 3 peers →

Freedom Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Howard Greenberg Gallery Employee Stock Ownership Plan in NY ($10M); by covered participants it is Airport Specialty Products, Inc. ESOP in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Freedom Bancorp Employee Stock Ownership Plan assets move in 2022? ▼
Freedom Bancorp Employee Stock Ownership Plan pulled back noticeably - down 10.6% during 2022, from $12M to $10M. Reported net income was -$1M.
How have Freedom Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freedom Bancorp's sponsor-wide assets grew 15.9%, from $10M to $12M.
Which ESOP plans are similar in size to Freedom Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Howard Greenberg Gallery Employee Stock Ownership Plan in NY ($10M, 15 participants).
Which ESOP plans cover a similar participant headcount to Freedom Bancorp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airport Specialty Products, Inc. ESOP in CA (52 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830482328.

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.