401(k) · DOL Form 5500 · 2023

Pantheon Freedom, Inc. 401(k) Plan

Data updated 2026-08-11

$109M
Total assets
2,916
Participants
92nd
Percentile by assets
$37,481
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$109M
total plan assets (2023 EOY)
2,916
covered participants
92nd
percentile by assets (of 127,072 plans)
$37,481
avg assets per participant

Where Freedom Financial Network 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Freedom Financial Network 401(k) Plan reports 2,916 participants - 4.6x that state average ($109M EOY assets).

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.)

$60M$80M$100M$120M$140M 202220232024 $78.1M $134M ▲ +71.2%
Total plan assets by year, all Pantheon Freedom, Inc. plans on file
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 ($B) Participants Freedom Financial Ne…, Total assets ($B): 0.109293998 · Participants: 2916Freedom Financial Ne…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Freedom Financial Network 401(k) Plan by total assets, not by location.

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).

Next read for Freedom Financial Network 401(k) Plan

Filing takeaways

Ways to act on Freedom Financial Network 401(k) Plan's numbers.

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.