401(k) · DOL Form 5500 · 2023

Pantheon Freedom, Inc. 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
2,916
Participants Above avg headcount
92nd
Percentile by assets National rank
$37,481
Avg per participant Low balance/head
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Official DOL plan name: Freedom Financial Network 401(k) Plan · Sponsored by Pantheon Freedom, Inc. · California · Finance & Insurance

$109M in assets, 2,916 participants

Pantheon Freedom, Inc.'s Freedom Financial Network 401(k) Plan reported $109M in total assets and 2,916 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,764 in Finance & Insurance (8,869 peers)

Coverage in California

Freedom Financial Network 401(k) Plan covers 2,916 participants in California, 4.6x the typical California plan (state average ~630 per filing). Assets: $109M.

#7,764
in Finance & Insurance (8,869 peers)
+40.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Freedom Financial Network 401(k) Plan's outsized position by total assets

Freedom Financial Network 401(k) Plan vs every filed plan by assets

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

$109,293,998 Top 8% higher than 92% 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 Financial Network 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 Financial Network 401(k) Plan lands in the large band (2,916 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Freedom Financial Network 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Freedom Financial Network 401(k) Plan end-of-year assets rose from $78M in the plan year 2022 filing to $109M in the plan year 2023 filing.
  • Freedom Financial Network 401(k) Plan reported participants rose from 2,275 in the plan year 2022 filing to 2,916 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 844295233 · Pantheon Freedom, Inc. PY 2023 · 401(k)

Freedom Financial Network 401(k) Plan · $109M · 2,916 · 92nd

  • ASSETS $109M
  • ASSETS 2,916
  • ASSETS 92nd
  • ASSETS 401(k)
  • ASSETS near Populus Group, LLC 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #7764

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 California →

Freedom Financial Network 401(k) Plan in the asset neighbourhood

Banker Lopez Gassler P.a. 401(k) PlanBanker Lopez Gassler P.a. 40…$109MFreedom Financial Network 401(k) PlanFreedom Financial Network 40…$109MPopulus Group, LLC 401(k) Profit Sharing Plan and TrustPopulus Group, LLC 401(k) Pr…$109MForum Energy Technologies, Inc. 401(k) PlanForum Energy Technologies, I…$109MUniversity Federal Credit Union 401(k) Profit Sharing PlanUniversity Federal Credit Un…$109M
End-of-year total assets ($M) among Freedom Financial Network 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$109M
Net Income$31M
Employer EIN844295233
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pantheon Freedom, Inc.)

Sponsor-wide plan assets over time

All Pantheon Freedom, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$134M 71.17665895401717% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $78.1M $134M ▲ +71.2%
Year Plans Participants Total Assets
2022 1 2,275 $78M
2023 1 2,916 $109M
2024 1 2,602 $134M

Nearby 401(k) Plans in California

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

Freedom Financial Network 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Freedom Financial Network 401(k) Plan, Total assets ($B): 0.109293998 · Participants: 2916Freedom Financial Network 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Freedom Financial Network 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Freedom Financial Network 401(k) Plan side-by-side with 3 peers →

Freedom Financial Network 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Populus Group, LLC 401(k) Profit Sharing Plan and Trust in MI ($109M); by covered participants it is Barnes & Noble Education 401(k) Plan in NJ (2,916 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,916 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 Financial Network 401(k) Plan assets move in 2023? ▼
Freedom Financial Network 401(k) Plan surged - up 40.0% during 2023, from $78M to $109M. Reported net income was $31M.
How have Pantheon Freedom, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pantheon Freedom, Inc.'s sponsor-wide assets grew 71.2%, from $78M to $134M.
Where does Freedom Financial Network 401(k) Plan rank by assets among Form 5500 filers? ▼
Freedom Financial Network 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Freedom Financial Network 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Populus Group, LLC 401(k) Profit Sharing Plan and Trust in MI ($109M, 5,764 participants).
Which 401(k) plans cover a similar participant headcount to Freedom Financial Network 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Barnes & Noble Education 401(k) Plan in NJ (2,916 participants, $223M 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 844295233.

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.