401(k) · DOL Form 5500 · 2022

Freedom Forever LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,977
Participants Near avg headcount
45th
Percentile by assets National rank
$1,895
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Freedom Forever LLC 401(k) Plan · Sponsored by Freedom Forever LLC · California · Construction

$4M in assets, 1,977 participants

Freedom Forever LLC's Freedom Forever LLC 401(k) Plan reported $4M in total assets and 1,977 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,299 in Construction (9,927 peers)

Coverage in California

Freedom Forever LLC 401(k) Plan covers 1,977 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $4M.

#4,299
in Construction (9,927 peers)
+36.8%
assets growth YoY

Freedom Forever LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Freedom Forever LLC 401(k) Plan vs every filed plan by assets

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

$3,745,802 45th percentile higher than 45% 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 Forever LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freedom Forever LLC 401(k) Plan lands in the large band (1,977 participants).

EBSA filing schedule strip

Filing strip 813208857 · Freedom Forever LLC PY 2022 · 401(k)

Freedom Forever LLC 401(k) Plan · $4M · 1,977 · 45th

  • ASSETS $4M
  • PCT 1,977
  • EIN 45th
  • RANK 401(k)
  • PHOTO near Rki, Inc. 401(k) Plan
  • IND ind #4299

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 →

Freedom Forever LLC 401(k) Plan in the asset neighbourhood

Freedom Forever LLC 401(k) PlanFreedom Forever LLC 401(k) P…$4MRki, Inc. 401(k) Plan$4MTrump International Hotel and Tower Chicago 401(k) PlanTrump International Hotel an…$4MNorthtowns Cardiology, PLLC 401(k) Profit Sharing Plan & TrustNorthtowns Cardiology, PLLC …$4MThe Millennia Housing Management, Ltd. 401(k) PlanThe Millennia Housing Manage…$4M
End-of-year total assets ($M) among Freedom Forever LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN813208857
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freedom Forever LLC)

Sponsor-wide plan assets over time

All Freedom Forever LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 135.69206274117% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.75M $8.83M ▲ +135.5%
Year Plans Participants Total Assets
2022 1 1,977 $4M
2023 1 2,600 $6M
2024 1 2,479 $9M

Nearby 401(k) Plans in California

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

Freedom Forever LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Freedom Forever LLC 401(k) Plan, Total assets ($B): 0.003745802 · Participants: 1977Freedom Forever LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Freedom Forever LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Freedom Forever LLC 401(k) Plan side-by-side with 3 peers →

Freedom Forever LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rki, Inc. 401(k) Plan in TX ($4M); by covered participants it is Entrust Solutions Group Retirement Savings Plan in IL (1,977 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,977 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 Forever LLC 401(k) Plan assets move in 2022? ▼
Freedom Forever LLC 401(k) Plan surged - up 36.8% during 2022, from $3M to $4M. Reported net income was $1M.
How have Freedom Forever LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freedom Forever LLC's sponsor-wide assets grew 135.7%, from $4M to $9M.
Which 401(k) plans are similar in size to Freedom Forever LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rki, Inc. 401(k) Plan in TX ($4M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Freedom Forever LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Entrust Solutions Group Retirement Savings Plan in IL (1,977 participants, $119M 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 813208857.

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.