401(k) · DOL Form 5500 · 2023

The Freedom Forum, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
42
Participants Small participant base
77th
Percentile by assets National rank
$618,064
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

$26M in assets, 42 participants

The Freedom Forum, Inc.'s Freedom Forum, Inc. Retirement Savings Plan reported $26M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,924 in Other Services (7,857 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, $26M for 42 participants (~$618,064/participant), up 15.3% in 2023.

#6,924
in Other Services (7,857 peers)
+15.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$25,958,702 Top 23% higher than 77% 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 Forum, Inc. Retirement Savings Plan 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 Forum, Inc. Retirement Savings Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freedom Forum, Inc. Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Freedom Forum, Inc. Retirement Savings Plan reported participants rose from 36 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • Freedom Forum, Inc. Retirement Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541604427 · The Freedom Forum, Inc. PY 2023 · 401(k)

Freedom Forum, Inc. Retirement Savings Plan · $26M · 42 · 77th

  • PHOTO $26M
  • IND 42
  • EOY 77th
  • 5500 401(k)
  • ASSETS near Mettel 401(k) Plan
  • PCT ind #6924

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

Freedom Forum, Inc. Retirement Savings PlanFreedom Forum, Inc. Retireme…$26MMettel 401(k) Plan$26MKoki Holdings America Ltd. Profit Sharing and 401(k) PlanKoki Holdings America Ltd. P…$26MEdgewood Management Corporation Retirement PlanEdgewood Management Corporat…$26M401(k) Savings Plan of the Ideal Group of Companies401(k) Savings Plan of the I…$26M
End-of-year total assets ($M) among Freedom Forum, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
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): 0.025958702 · Participants: 42Freedom Forum, Inc. Retirement Savings PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan 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 Mettel 401(k) Plan in NY ($26M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Forum, Inc. Retirement Savings Plan assets move in 2023? ▼
Freedom Forum, Inc. Retirement Savings Plan grew sharply - up 15.3% during 2023, from $23M to $26M. Reported net income was $3M.
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 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Mettel 401(k) Plan in NY ($26M, 419 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 Rodriguez Hidalgo Retirement Plan in PR (42 participants, $2M 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 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.