401(k) · DOL Form 5500 · 2022

The Freedom Forum, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
36
Participants Small participant base
79th
Percentile by assets National rank
$625,662
Avg per participant High balance/head
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Official DOL plan name: Freedom Forum, Inc. Retirement Savings Plan · Sponsored by The Freedom Forum, Inc. · District of Columbia · Other Services

$23M in assets, 36 participants

The Freedom Forum, Inc.'s Freedom Forum, Inc. Retirement Savings Plan reported $23M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,477 in Other Services (8,398 peers)

Where Freedom Forum, Inc. Retirement Savings Plan sits by assets

Freedom Forum, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $23M for 36 participants (~$625,662/participant), down 28.5% in 2022.

#7,477
in Other Services (8,398 peers)
-28.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Freedom Forum, Inc. Retirement Savings Plan's outsized position by total assets

Freedom Forum, Inc. Retirement Savings Plan vs every filed plan by assets

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

$22,523,816 Top 21% higher than 79% 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 Forum, Inc. Retirement Savings 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 Forum, Inc. Retirement Savings Plan is a small filing (36 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 541604427 · The Freedom Forum, Inc. PY 2022 · 401(k)

Freedom Forum, Inc. Retirement Savings Plan · $23M · 36 · 79th

  • NET $23M
  • NET 36
  • NET 79th
  • NET 401(k)
  • NET near Spreckels Sugar Company, Inc. 401(k) Plan
  • NET ind #7477

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 Other Services retirement plans → · Plans in District of Columbia →

Freedom Forum, Inc. Retirement Savings Plan in the asset neighbourhood

Red River Employees Federal Credit Union 401(k) PlanRed River Employees Federal …$23MNonin Medical 401(k) Plan$23MMol-Son, LLC. Employees' Retirement - 401(k) Savings PlanMol-Son, LLC. Employees' Ret…$23MFreedom Forum, Inc. Retirement Savings PlanFreedom Forum, Inc. Retireme…$23MSpreckels Sugar Company, Inc. 401(k) PlanSpreckels Sugar Company, Inc…$23M
End-of-year total assets ($M) among Freedom Forum, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$23M
Net Income-$9M
Employer EIN541604427
Plan Effective Date1997-02-03
Filing StatusFILING RECEIVED

Sponsor Plan History (The Freedom Forum, Inc.)

Sponsor-wide plan assets over time

All The Freedom Forum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 24.530945377994566% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $22.5M $28.1M ▲ +24.6%
Year Plans Participants Total Assets
2022 2 49 $23M
2023 1 42 $26M
2024 1 35 $28M

Nearby 401(k) Plans in District of Columbia

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

Freedom Forum, Inc. Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Freedom Forum, Inc. Retirement Savings Plan, Total assets ($B): 0.022523816 · Participants: 36Freedom Forum, Inc. Retirement Savings PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Freedom Forum, Inc. Retirement Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Freedom Forum, Inc. Retirement Savings Plan side-by-side with 3 peers →

Freedom Forum, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Spreckels Sugar Company, Inc. 401(k) Plan in MN ($23M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Forum, Inc. Retirement Savings Plan assets move in 2022? ▼
Freedom Forum, Inc. Retirement Savings Plan declined sharply - down 28.5% during 2022, from $31M to $23M. Reported net income was -$9M.
How have The Freedom Forum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Freedom Forum, Inc.'s sponsor-wide assets grew 24.5%, from $23M to $28M.
Where does Freedom Forum, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Freedom Forum, Inc. Retirement Savings Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Freedom Forum, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spreckels Sugar Company, Inc. 401(k) Plan in MN ($23M, 404 participants).
Which 401(k) plans cover a similar participant headcount to Freedom Forum, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (36 participants, $417K 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 541604427.

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.