401(k) · DOL Form 5500 · 2023
Freedom Forever LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 2,600
- Participants Above avg headcount
- 49th
- Percentile by assets National rank
- $2,429
- Avg per participant Low balance/head
Official DOL plan name: Freedom Forever LLC 401(k) Plan · Sponsored by Freedom Forever LLC · California · Construction
$6M in assets, 2,600 participants
Freedom Forever LLC's Freedom Forever LLC 401(k) Plan reported $6M in total assets and 2,600 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #4,265 in Construction (9,030 peers)
Coverage in California
Freedom Forever LLC 401(k) Plan covers 2,600 participants in California, 4.1x the typical California plan (state average ~630 per filing). Assets: $6M.
- #4,265
- in Construction (9,030 peers)
- +68.6%
- assets growth YoY
Freedom Forever LLC 401(k) Plan's mid-pack asset rank among Construction and all filers
Freedom Forever LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,316,135 49th percentile higher than 49% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Freedom Forever LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freedom Forever LLC 401(k) Plan lands in the large band (2,600 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Freedom Forever LLC 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Freedom Forever LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Freedom Forever LLC 401(k) Plan reported participants rose from 1,977 in the plan year 2022 filing to 2,600 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 813208857 · Freedom Forever LLC PY 2023 · 401(k)
Freedom Forever LLC 401(k) Plan · $6M · 2,600 · 49th
- PART $6M
- TYPE 2,600
- NET 49th
- BOOK 401(k)
- VS-ST near Thomas J. Galligan, Dds Gerard M. Villa, Dds, LLP Profit Sharing Plan
- BOY ind #4265
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 Construction retirement plans → · Plans in California →
Freedom Forever LLC 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $3M |
| Employer EIN | 813208857 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Freedom Forever LLC)
Sponsor-wide plan assets over time
All Freedom Forever LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 135.69206274117% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,977 | $4M |
| 2023 | 1 | 2,600 | $6M |
| 2024 | 1 | 2,479 | $9M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Freedom Forever LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Thomas J. Galligan, Dds Gerard M. Villa, Dds, LLP Profit Sharing Plan in NY ($6M); by covered participants it is AFL Telecommunications, LLC Svgs and Incentiv in SC (2,599 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,600 participants); asset peers above are excluded.
- AFL Telecommunications, LLC Svgs and Incentiv (SC) 2,599 · 1 off
- Mcwane Hourly 401(k) Retirement Plan (AL) 2,598 · 2 off
- Liberty Oilfield Services 401(k) Savings Plan (CO) 2,602 · 2 off
- Isc Group, LLC 401(k) Retirement Plan (LA) 2,602 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.