Other · DOL Form 5500 · 2023

Freedom House Inc. Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
165
Participants Small participant base
73rd
Percentile by assets National rank
$123,476
Avg per participant Near avg balance/head
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Official DOL plan name: Freedom House 403b Retirement Plan · Sponsored by Freedom House Inc. · District of Columbia · Other Services

$20M in assets, 165 participants

Freedom House Inc.'s Freedom House 403b Retirement Plan reported $20M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,700 in Other Services (7,857 peers)

Coverage in District of Columbia

Freedom House 403b Retirement Plan covers 165 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $20M.

#6,700
in Other Services (7,857 peers)
+32.3%
assets growth YoY

Freedom House 403b Retirement Plan's outsized position by total assets

Freedom House 403b Retirement Plan vs every filed plan by assets

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

$20,373,508 Top 27% higher than 73% 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 House 403b Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freedom House 403b Retirement Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freedom House 403b Retirement Plan reported net income rose from -$865K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Freedom House 403b Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Freedom House 403b Retirement Plan reported participants rose from 134 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131656647 · Freedom House Inc. PY 2023 · Other

Freedom House 403b Retirement Plan · $20M · 165 · 73rd

  • VS-ST $20M
  • BOY 165
  • SCH 73rd
  • EBSA Other
  • PART near Family Health Center 403(b) Plan
  • TYPE ind #6700

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 House 403b Retirement Plan in the asset neighbourhood

South Texas College of Law Houston 403(b) PlanSouth Texas College of Law H…$20MFamily Health Center 403(b) PlanFamily Health Center 403(b) …$20MFreedom House 403b Retirement PlanFreedom House 403b Retiremen…$20M403(b) Thrift Plan of Cooke School and Institute403(b) Thrift Plan of Cooke …$20MDenver Academy Defined Contribution Retirement PlanDenver Academy Defined Contr…$20M
End-of-year total assets ($M) among Freedom House 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN131656647
Plan Effective Date1995-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Freedom House Inc.)

Sponsor-wide plan assets over time

All Freedom House Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 65.8965917313217% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.4M $25.5M ▲ +66.0%
Year Plans Participants Total Assets
2022 1 134 $15M
2023 1 165 $20M
2024 1 185 $26M

Nearby Other Plans in District of Columbia

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

Freedom House 403b Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Freedom House 403b Retirement Plan, Total assets ($B): 0.020373508 · Participants: 165Freedom House 403b Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Freedom House 403b Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Freedom House 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Family Health Center 403(b) Plan in TX ($20M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (165 participants). Same-state nearby plans are listed separately above.

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 House 403b Retirement Plan assets move in 2023?
Freedom House 403b Retirement Plan surged - up 32.3% during 2023, from $15M to $20M. Reported net income was $5M.
How have Freedom House Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Freedom House Inc.'s sponsor-wide assets grew 65.9%, from $15M to $26M.
Which Other plans are similar in size to Freedom House 403b Retirement Plan?
Among Other plans in other states, the closest by assets is Family Health Center 403(b) Plan in TX ($20M, 598 participants).
Which Other plans cover a similar participant headcount to Freedom House 403b Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Derryfield School Defined Contribution Retirement Plan in NH (165 participants, $29M in assets).