401(k) · DOL Form 5500 · 2023

Freedom Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
86
Participants Small participant base
71st
Percentile by assets National rank
$209,768
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Freedom Credit Union 401(k) Plan and Trust · Sponsored by Freedom Credit Union · Pennsylvania · Finance & Insurance

$18M in assets, 86 participants

Freedom Credit Union's Freedom Credit Union 401(k) Plan and Trust reported $18M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,037 in Finance & Insurance (8,869 peers)

Freedom Credit Union multi-year trail

Freedom Credit Union's plans moved +27.3% in assets from 2022 to 2024; this filing shows Freedom Credit Union 401(k) Plan and Trust at $18M / 86 participants.

#5,037
in Finance & Insurance (8,869 peers)
+15.8%
assets growth YoY

Freedom Credit Union 401(k) Plan and Trust's outsized position by total assets

Freedom Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,040,033 Top 29% higher than 71% of 127,068 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 2023

Freedom Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freedom Credit Union 401(k) Plan and Trust is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freedom Credit Union 401(k) Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Freedom Credit Union 401(k) Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232403099 · Freedom Credit Union PY 2023 · 401(k)

Freedom Credit Union 401(k) Plan and Trust · $18M · 86 · 71st

  • SCH $18M
  • SCH 86
  • SCH 71st
  • SCH 401(k)
  • SCH near Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan
  • SCH ind #5037

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Freedom Credit Union 401(k) Plan and Trust in the asset neighbourhood

Freedom Credit Union 401(k) Plan and TrustFreedom Credit Union 401(k) …$18MHoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing PlanHoffman, Stewart & Schmidt, …$18MHlt 401(k) Plan$18MCal-Tex Lumber Co., Inc. 401(k) PlanCal-Tex Lumber Co., Inc. 401…$18MDacotah Paper Company Employees Profit Sharing PlanDacotah Paper Company Employ…$18M
End-of-year total assets ($M) among Freedom Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Freedom Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Freedom Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 27.30414884152471% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.6M $19.8M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 86 $16M
2023 1 86 $18M
2024 1 86 $20M

Freedom Credit Union filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN232403099
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Freedom Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Freedom Credit Union 401(k) Plan and Trust, Total assets ($B): 0.018040033 · Participants: 86Freedom Credit Union 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Freedom Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Freedom Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Freedom Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan in OR ($18M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Freedom Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Freedom Credit Union 401(k) Plan and Trust grew sharply - up 15.8% during 2023, from $16M to $18M. Reported net income was $2M.
How have Freedom Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freedom Credit Union's sponsor-wide assets grew 27.3%, from $16M to $20M.
Which 401(k) plans are similar in size to Freedom Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan in OR ($18M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Freedom Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232403099.

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.