401(k) · DOL Form 5500 · 2023

Freedom Solutions Group LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
304
Participants Below avg headcount
82nd
Percentile by assets National rank
$117,348
Avg per participant Below avg balance/head
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Official DOL plan name: Litera Microsystems 401(k) Plan · Sponsored by Freedom Solutions Group LLC · Illinois · Professional & Technical Services

$36M in assets, 304 participants

Freedom Solutions Group LLC's Litera Microsystems 401(k) Plan reported $36M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,713 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Litera Microsystems 401(k) Plan covers 304 participants in Illinois, about 39% of the average Illinois filer (state average ~779 per filing). Assets: $36M.

#16,713
in Professional & Technical Services (20,321 peers)
+50.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Litera Microsystems 401(k) Plan's outsized position by total assets

Litera Microsystems 401(k) Plan vs every filed plan by assets

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

$35,673,775 Top 18% higher than 82% 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

Litera Microsystems 401(k) 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. Litera Microsystems 401(k) Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Litera Microsystems 401(k) Plan reported net income rose from $128K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Litera Microsystems 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Litera Microsystems 401(k) Plan reported participants rose from 217 in the plan year 2022 filing to 304 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364156327 · Freedom Solutions Group LLC PY 2023 · 401(k)

Litera Microsystems 401(k) Plan · $36M · 304 · 82nd

  • EBSA $36M
  • PART 304
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Awesome 401(k) Plan
  • VS-ST ind #16713

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Litera Microsystems 401(k) Plan in the asset neighbourhood

Awesome 401(k) Plan$36MEliot Community Human Services, Inc. 401(k) PlanEliot Community Human Servic…$36MUnique Industries, Inc. 401(k) and Profit Sharing PlanUnique Industries, Inc. 401(…$36MLitera Microsystems 401(k) PlanLitera Microsystems 401(k) P…$36MCivicplus 401(k) Retirement PlanCivicplus 401(k) Retirement …$36M
End-of-year total assets ($M) among Litera Microsystems 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$36M
Net Income$8M
Employer EIN364156327
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freedom Solutions Group LLC)

Sponsor-wide plan assets over time

All Freedom Solutions Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 80.61387466443225% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.6M $42.7M ▲ +80.6%
Year Plans Participants Total Assets
2022 1 217 $24M
2023 1 304 $36M
2024 1 331 $43M

Nearby 401(k) Plans in Illinois

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

Litera Microsystems 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Litera Microsystems 401(k) Plan, Total assets ($B): 0.035673775 · Participants: 304Litera Microsystems 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Litera Microsystems 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Litera Microsystems 401(k) Plan side-by-side with 3 peers →

Litera Microsystems 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Awesome 401(k) Plan in CA ($36M); by covered participants it is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Litera Microsystems 401(k) Plan assets move in 2023? ▼
Litera Microsystems 401(k) Plan surged - up 50.9% during 2023, from $24M to $36M. Reported net income was $8M.
How have Freedom Solutions Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freedom Solutions Group LLC's sponsor-wide assets grew 80.6%, from $24M to $43M.
Where does Litera Microsystems 401(k) Plan rank by assets among Form 5500 filers? ▼
Litera Microsystems 401(k) Plan ranks in the 82nd 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 Litera Microsystems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Awesome 401(k) Plan in CA ($36M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Litera Microsystems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants, $27M 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 364156327.

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.